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 Customer Engagement 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 Customer Engagement instance for further nurturing. If a lead is already known in a Customer Engagement app, the data for that lead will be updated by using the information provided from LinkedIn; otherwise, a new lead record is created.
You need a Customer Engagement organization with the Sales app to use the LinkedIn Connector.
Quick start guide to install and use the connector
A Customer Engagement system administrator or customizer installs the Connector for LinkedIn Lead Gen Forms from Microsoft AppSource.
More information: Install Dynamics 365 for Customer Engagement Connector for LinkedIn Lead Gen Forms from AppSource
Optionally, a campaign manager defines the matching strategy between LinkedIn leads and Customer Engagement 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 the Customer Engagement app authorizes the system to receive data from LinkedIn.
More information: Connect Dynamics 365 for Sales and LinkedIn
Optionally, a sales manager can review the lead performance in a Customer Engagement 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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