Export leads from LinkedIn to Salesforce
This is a 'Workflow' template which means that it is a single standalone workflow.
Some workflow templates can be modified to work with other workflow templates - e.g. to convert a data sync between two services from uni-directional to bi-directional
The purpose of this workflow is to capture leads from a LinkedIn Lead Generation Ad and use these to create and update your contacts in Salesforce.
This workflow is fired every time a LinkedIn Lead Ad form is filled in and submitted:
To implement this workflow, you will need the following:
You have API credentials for LinkedIn and Salesforce
Have a LinkedIn Lead Generation Ad Form set up and active on LinkedIn
Click Use Template to deploy the template in your chosen Workspace.
Then take the following steps to configure the workflow and start submitting leads for processing:
The workflow will then start the process of pulling the leads into Salesforce.
Key workflow stepsCopy
The following diagram gives a simplified breakdown of the key steps in the workflow:
Get Question detailsCopy
For Each Question an additional call is made to LinkedIn to collect information on the question and given response.
This is done through a HTTP client connector and you just need to add your LinkedIn Authentication within the 'Auth tab' as you would for a standard LinkedIn connector.
Handling Question typesCopy
All pre-built LinkedIn Lead Generation Ad Form questions such as First name, Last name, Company, Email, etc, are processed in the Predefined Questions branch.
You can add custom questions to the LinkedIn Lead Generation Ad Form. Note that they will be handled in the Custom Questions branch.
This Object Helpers step transforms the Lead Generation date into a standard object with fields in the following format:
First Name --> first_name
Last Name --> last_name
Lead Source --> lead_source
Note that the actual value for Lead Source ('PAID_SOCIAL' etc.) is mapped according to the data mapping section above.
For each lead we will then have a simple object which can be easily accessed by later Salesforce steps using jsonpaths such as
The lead’s email address is validated for the appropriate
Create / Update contactsCopy
A search is made for an existing contact in Salesforce using the lead’s email address as the unique identifier.
If a Salesforce contact exists, update the contact record..
If a Salesforce contact does not exist, create a new contact record.