How to sync LinkedIn leads by using Dynamics 365 Connector for LinkedIn Lead Gen Forms
[This topic is pre-release documentation and is subject to change.]
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.
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
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
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.
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
Optionally, a sales manager can review the lead performance in a Dynamics 365 (online) 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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