In this guide, we will walk you through how to set up workflow automation for your LinkedIn lead ads integration.


Pre-requisite

Please connect your Linkedin account with the CRM. To know more about how to connect Linkedin with the CRM, click here


Add Workflow Trigger

  • Go to "Automation" on the left menu and click on "Create Workflow."

  • Click on "Add a new trigger" and select the "LinkedIn lead form submitted" trigger.

  • Use filters to select a page/ad account (if you've added multiple ad accounts to the subaccount). If you can't see any ad accounts in the dropdown, ensure your LinkedIn account is integrated with the sub-account.

  • Use filters to select a specific form. Ensure that field mapping is completed for the chosen form; otherwise, the leads won't be fetched into the CRM.

  • After setting the triggers, define the set of actions for the automation and save.

  • Once the automation setup is complete, publish the workflow to activate it.