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  1. Connect LinkedIn Lead Gen Forms to My CRM Example with LeadsBridge

Connect LinkedIn Lead Gen Forms to My CRM Example with LeadsBridge

LinkedIn Lead Gen Forms » My CRM Example

In this article, you'll learn how to set up the bridge and connect LinkedIn Lead Gen Forms to My CRM Example using LeadsBridge.

Watch the video or follow the step-by-step guide down below.

Video

Create the Lead Gen Form (LinkedIn)

If you are new to LinkedIn Lead Gen Forms, see how to create the form for your campaigns.

Create the bridge with LeadsBridge

Learn how to connect your LinkedIn Lead Gen Forms with LeadsBridge. Please note, some steps may vary upon each integration. If you have any doubt about the steps you should take for My CRM Example, please follow the written information below.


How to set up your bridge step-by-step tutorial

Before you start

  1. Head over to the left sidebar and click on Bridges
  2. You'll be taken to the Bridges section of your account
  3. Click on the Add New button
  4. You'll be taken to the first step of the bridge creation

Step 1: Bridge's Main information

  1. Choose a name for your bridge (this will only be visible inside LeadsBridge)
  2. You may add labels to help you identify your bridge later
  3. Choose LinkedIn Lead Gen Forms as the source for your bridge
  4. Choose My CRM Example as the destination
  5. Click on the Next button

Step 2: Setup your LinkedIn Lead Gen Forms source

  1. Select the LinkedIn Advertiser Account, Ad Account and the Lead Gen Form from the dropdown
  2. Click on the Next button

Step 3: Setup your My CRM Example destination

  1. Type in the integration's name in the dedicated field
  2. Enter your details where you want to send your leads
  3. Click on the Next button
  4. You'll now be able to select the destination segment to send your leads to
  5. You may choose to receive an email receipt for each incoming lead.
    • Type the address(es) where you'd like to receive the receipt
    • You may also modify the Subject line of the email
  6. Click on the Next button

Step 4: Fields Mapping

Here you'll be able to map your source information with your destination fields.

You'll see a field name with the destination integration's logo at the top, this indicates the name of the field on My CRM Example.

Underneath there's a box where you may add the information you'd like to send.

  • Check each of the My CRM Example fields available
  • Match the information you wish to pass along from LinkedIn Lead Gen Forms
  • You may type the information manually and pass them as a static value
  • Use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on
  • You may also leave blank the box of a field's information you don't want to send through

Custom Fields

  1. If you'd like to add more fields, just look at the bottom of the page
  2. Head over the "Don't find a CRM custom field?" box
  3. Select the field you'd like to add from the dropdown list
  4. Click the Add Custom Field button
  5. The field will appear above
  6. Add the desired information, as you did with the other ones

Once accomplished your desired outcome, just click Next and head to the last step.

Step 5: Test

In this final step, you'll be able to send a lead from LeadsBridge to test if the configuration works properly.

  1. To create a new test lead, fill in the required information when prompted
  2. Click Test Now
  3. To test with a real lead, switch the toogle to "Test with existing lead".
  4. Click Sync Now along the lead you'd like to send
  5. If you did everything right the button will turn green, meaning your lead was synced successfully and the integration is ready
  6. Click Finish to save your settings and turn active your bridge

That's all! Congratulations.

You'll be redirected to the bridges section of your account with a green success message at the top right of the page and your bridge will now be active.

Would you like to test the connection?

You don’t need to start a campaign to test if the connection works fine, just register yourself through your Ad preview.

To do so, follow this documentation: Sending a Test Lead in Campaign Manager

Have you got some questions?

You may want to take a look at the common questions on the respective integration's documentation.