LinkedIn Lead Gen Forms allow you to run lead-generation campaigns on LinkedIn. By default, LinkedIn collects the new incoming leads on their platform and you can easily download them as a CSV file. Without any integration to the rest of your stack, you’d have to export the CSV and import it to Pipedrive.
With the help of Outfunnel, you can make sure all your new leads get added to Pipedrive, helping you save time and drive more sales. Here's what it does:
Automatically add new leads from LinkedIn Lead Gen Forms to Pipedrive, no more manually exporting-importing lists.
Map custom fields, so all the necessary data is synced to Pipedrive — and sales can easily create custom filters or lists to categorize the incoming leads accordingly.
Do actions in Pipedrive, like creating an activity, note, lead, deal or a field update
What you'll need to get started
Access to Ad Account and Company Page on LinkedIn. The authenticated user must have one of the following ad account roles and one of the following company page roles (on the company page associated with the Ad Account in Campaign Manager):
Ad Account Roles:
ACCOUNT_BILLING_ADMINACCOUNT_MANAGERCAMPAIGN_MANAGERCREATIVE_MANAGERVIEWER
Company Page (Organization) roles:
ADMINISTRATORLEAD_GEN_FORMS_MANAGERCURATORCONTENT_ADMINISTRATORANALYST
Ensure you have at least one Lead Gen Form created.
How to record LinkedIn Lead Gen Forms submissions in Pipedrive
1. Choose your apps
To get started head to Outfunnel > App connector and select LinkedIn and Pipedrive.
2. Authenticate your apps
Authenticate LinkedIn (with a user that has the roles listed above) and Pipedrive, then create the connection.
3. Choose the form
If your form is missing, please click on "Refresh fields" —the form should appear in a few moments. For troubleshooting see here.
💡 If you have multiple ad accounts on LinkedIn, Outfunnel shows the lead forms from all ad accounts
4. Map the fields
Email, First name and Last name are required as a minimum. If a field you want to map to doesn't exist in Pipedrive, create it in Pipedrive and click on "Refresh list".
LinkedIn Lead Gen Forms - Pipedrive connection setup in Outfunnel
5. Define how you’d like form submissions to be recorded
Base action: a contact (person) is always created first.
Additional actions: choose to create an activity, note, lead, deal or update a field.
6. Activate connection and submit a test lead
An example of a LinkedIn Lead Gen Forms submission in Pipedrive.
Activate the connection, then test how contacts will be created in Pipedrive by submitting a test lead. Two ways to test (depending on permissions one or the other approach may not work for testing. As long as one option works the sync is operational):
Option 1
(If you need to switch accounts, click the account name in the upper-left corner of the page and select the correct account name from the dropdown.)
Go to Assets > Lead generation forms
Find the form and click on the three-dot menu
Click to Send test lead
Fill in the form and Submit
The contact and form fill should appear in Pipedrive in a few moments. You'll also be able to see the form fill under the status page in Outfunnel
Option 2
(If you need to switch accounts, click the account name in the upper-left corner of the page and select the correct account name from the dropdown.)
Go to Advertise > Ad tab and click the linked text in the Ad name column to open a preview of the ad in a new browser tab.
Click the call-to-action button in the preview.
Fill in the form fields and click Submit.
The contact and form fill should appear in Pipedrive in a few moments. You'll also be able to see the form fill under the status page in Outfunnel
💡 See here for common issues and fixes if the sync is not working
Need help?
If you run into issues or have questions about the connection, reach out via the chat widget.