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Sync LinkedIn leads

  • Článek

Dynamics 365 Connector for LinkedIn Lead Gen Forms enables seamless synchronization of LinkedIn leads to Dynamics 365 sales apps. LinkedIn members can drive leads from Sponsored Content campaigns, based on a variety of calls to action. The LinkedIn Connector lets campaign managers sync the leads from LinkedIn's Lead Gen forms to a Dynamics 365 instance for further nurturing. If a lead is already known in a Dynamics 365 app, the data for that lead will be updated by using the information provided from LinkedIn; otherwise, a new lead record is created.

Note

You need a Dynamics 365 organization with the sales app to use the LinkedIn Connector.

Depending on your role, you can perform the following tasks:

Role Task
System administrator or customizer Install the Connector for LinkedIn Lead Gen Forms from Microsoft AppSource.
More information: Install Dynamics 365 Connector for LinkedIn Lead Gen Forms from AppSource
Campaign manager Define the matching strategy between LinkedIn leads and Dynamics 365 Sales lead records, and analyzes individual forms and submissions.
More information: Configure the matching strategy to update lead records from LinkedIn leads, Analyze individual LinkedIn Lead Gen forms and submissions.
Campaign manager on LinkedIn
Salesperson in Dynamics 365 Sales		 Authorize the system to receive data from LinkedIn.
More information: Connect Dynamics 365 Sales and LinkedIn
Sales manager Review the lead performance in a dashboard.
More information: Analyze leads and lead performance

Install Dynamics 365 Connector for LinkedIn Lead Gen Forms from AppSource
Establish a connection between Dynamics 365 Connector for LinkedIn Lead Gen Forms and LinkedIn
Configure a matching strategy to update leads from LinkedIn Lead Gen ads
Analyze leads and lead performance
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