How to sync LinkedIn leads by using Dynamics 365 Connector for LinkedIn Lead Gen Forms

Dynamics 365 Connector for LinkedIn Lead Gen Forms enables seamless synchronization of LinkedIn leads to Dynamics 365. 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 (online) instance for further nurturing. If a lead is already known in Dynamics 365, the data for that lead will be updated by using the information provided from LinkedIn; otherwise, a new lead record is created in Dynamics 365.

Note

You need a Dynamics 365 (online) organization with the Sales app to use the LinkedIn Connector.

Quick start guide to install and use the connector

  1. A Dynamics 365 (online) system administrator or customizer installs the Connector for LinkedIn Lead Gen Forms from Microsoft AppSource.
    More information: Install Dynamics 365 Connector for LinkedIn Lead Gen Forms from AppSource

  2. Optionally, a campaign manager defines the matching strategy between LinkedIn leads and Dynamics 365 (online) 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.

  3. A person filling the roles of both a campaign manager on LinkedIn and a salesperson in Dynamics 365 authorizes Dynamics 365 to receive data from LinkedIn.
    More information: Connect Dynamics 365 and LinkedIn

  4. Optionally, a sales manager can review the lead performance in a Dynamics 365 (online) dashboard.
    More information: Analyze leads and lead performance

See also

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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