An automated workflow using zapier
Connects LinkedIn Lead Gen Forms + Salesforce
Add new LinkedIn Ads as leads in Salesforce
About this workflow template
This automation scenario allows you to connect LinkedIn Lead Gen Forms and Salesforce
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
LinkedIn Lead Gen Forms and Salesforce can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in LinkedIn Lead Gen Forms
New Lead Gen Form Response in LinkedIn Lead Gen Forms
Triggers when you receive a new form response.
Then these actions happen in LinkedIn Lead Gen Forms and LinkedIn Lead Gen Forms
Create Record in Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
New Lead Gen Form Response in LinkedIn Lead Gen Forms
Triggers when you receive a new form response.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add new LinkedIn Ads as leads in Salesforce.
Part I
Configure Applications
First, we need to connect LinkedIn Lead Gen Forms and Salesforce to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect LinkedIn Lead Gen Forms to Zapier.
Give Zapier access to your LinkedIn Lead Gen Forms account, using LinkedIn Lead Gen Forms credentials.
Connect Salesforce to Zapier.
Give Zapier access to your Salesforce account, using Salesforce credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for LinkedIn Lead Gen Forms
Choose the following trigger: New Lead Gen Form Response (Triggers when you receive a new form response.).
Then set up an Action for Salesforce
Choose this action: Create Record (Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).).
Then set up another Action for LinkedIn Lead Gen Forms
Choose this action: New Lead Gen Form Response (Triggers when you receive a new form response.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between LinkedIn Lead Gen Forms and Salesforce.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add new LinkedIn Ads as leads in Salesforce!
Supported triggers and actions
New record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
triggerbyzapierUpdated field on record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
triggerbyzapierpabbly-connectUpdated record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
triggerbyzapierWatch records in an object
Triggers when a record in an object is created or updated.
triggerbyintegromatNew outbound message
Triggers when a new outbound message is received in Salesforce.
triggerbyzapierOpportunity was won
This Trigger fires every time an Opportunity changes to the "Closed Won" stage. Note: For realtime notifications, you or your Salesforce administrator must install the IFTTT Salesforce Package. For more details see: ift.tt/salesforce
triggerbyifttt
Get a form response (deprecate)
Retrieves a response of a Lead Gen Form.
actionbyintegromatCreate a form (deprecate)
Creates a new Lead Gen Form.
actionbyintegromatDeregister a form response webhook (deprecate)
Deregisters an existing Lead Gen Form webhook by the entity ID.
actionbyintegromatGet a form (deprecate)
Retrieves the details of a Lead Gen Form.
actionbyintegromatGet a form question (deprecate)
Retrieves the details of a question of a Lead Gen Form by its ID.
actionbyintegromatMake an api call
Performs an arbitrary authorized API call.
actionbyintegromat
Apps you need
Salesforce is the world's top-rated Customer Success Platform and #1 Cloud-based CRM application. It unites all departments with a shared view of every customer and boosts sales productivity with industry-specific apps and best practices.
Salesforce alternatives
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
