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Sync LinkedIn leads using Dynamics 365 Connector for LinkedIn Lead Gen Forms

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Dynamics 365 Connector for LinkedIn Lead Gen Forms enables seamless synchronization of LinkedIn leads to Dynamics 365 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.

Quick start guide to install and use the connector

  1. A 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 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.

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

  4. Optionally, a sales manager can review the lead performance in a 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 Microsoft Online Services Privacy Statement