How to integrate leads from LinkedIn Ads to Legal CRM Follow
This would require:
- Linkedin account information
- A Zapier account. Linkedin does not have a direct webhook integration
Zapier step by step guide:
Step 1 – Create a new zap
Step 2 – Search LinkedIn Ads
Step 3 – Select it
Step 4 – Choose New Lead Gen Form Response From the event menu
Step 5 – Connect your LinkedIn account
Step 6 – Once connected, select the LinkedIn Account that you want to integrate your leads from
Step 7 – Select the lead form that you’re running an active campaign on
Step 8 – Click on “Test Trigger” to pull a lead example to complete setting up the integration with
Step 9 – Select a test lead and press continue
Step 10 – Now that we are synced with your Linkin ad form, you now have set up a webhook to post your leads to CRM.
Search for “Webhook” and select “Webhooks by Zapier”
Step 11 – Select “POST” under the “Event” drop down & press continue
Step 12 – Next step you will need to enter in your CRM integration URL in the “URL” field
To get this information, login to CRM & navigate to Setup > 3rd Party Integrations. On this page you will see a label for “Endpoint URL”
Copy and paste that into Zapier in the “URL” field
Step 13 – Mapping your fields. In this step you can add as many data points (fields) as you like but first you need to add the required CRM API parameters
Key: (You can find this in Setup > 3rd Party Integrations > API Key)
CaseType: (This must match the case types that are configured into CRM)
LeadProvider: (Ex: Google Note: This is the Marketing Source, e.g. Google, Website Name, Facebook, etc)
FullName: (or FirstName & LastName)
Step 14 – Mapping your additional data points (fields). You now can add any other data points that are supported in the API guide. On the left enter in your data point name and on the right click into the field to grab data points from your LinkedIn ad form.
We will use adding the leads email address as an example below.
“Email1” is the default parameter for email in the CRM API. So on the right I mapped it to the Facebook ad data point!
Step 15 – Once you have customized your webhook by adding in your data points, you can press continue
Step 16 – On the last step you can press the “Test action” button to trigger your test lead to CRM.
Once you have confirmed that your lead was successfully created in CRM, and the data points are mapped as you see fit you can go ahead and publish the Zapier integration!
Click "Publish Zap”