Connect NetSuite to LinkedIn Matched Audiences with LeadsBridge

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

Benefits

LinkedIn Matched Audiences is a set of targeting tools that allow advertisers to better reach users on the platform using their own data. LinkedIn already provides a unique and convenient way to target members by company, industry, skills, titles, and more.

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

Before you start

Head over to the left sidebar and click on the Create new Bridge green button
You'll be taken to the first step of the bridge creation

Step 1: Choose the apps you want to connect

Choose NetSuite as the source for your bridge
Choose LinkedIn Matched Audiences as the destination for your bridge
Click on the Continue button
At this point you can choose a name for your bridge (this will only be visible inside LeadsBridge and you can also edit it later)

Step 2: Configure your NetSuite with LinkedIn Matched Audiences

Step 2.A: Setup your NetSuite integration

Click on Connect NetSuite
Click on Create new integration to connect your NetSuite (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the NetSuite integration
Fill URL, Account ID, Consumer key, Consumer secret, Access Token, Access Secret field to connect NetSuite with LeadsBridge
Click on the Authorize button
You can choose a name for this NetSuite and LeadsBridge integration (you can also edit it later)
Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
Now that your NetSuite is connected, you can continue with the set-up of your bridge

Step 2.B: Configuration details for NetSuite

How to get URL, Account ID, Consumer key, Consumer secret, Access Token, Access Secret

To setup the integration correctly, only during the initial configuration you'll have to create an integration inside NetSuite.

In order to get your URL and Account ID you should follow the steps below:

Log into your NetSuite account as Administrator

Go to Setup » Company » Company Information

Your URL should look like one of the following cases:

https://AccountID.suitetalk.api.netsuite.com

https://AccountID.app.netsuite.com

If those URL formats doesn't work, go back to the Company Information page and check the value of CUSTOMER CENTER LOGIN which contains the URL but use only the first part of it: https://XXX.netsuite.com where XXX depends on your account region.

The Account ID value can be found in the example above

After that, in order to get your Consumer Key and Consumer Secret, you should create an Integration inside NetSuite by follow the steps below:

Log into your NetSuite account as Administrator

Go to Setup » Integration » Manage Integrations » New

Inside the Name field type a descriptive name, for example LeadsBridge Integration

Keep State as Enabled

Check the Token-Based Authentication checkbox in the Authentication section

Then click on Save

After that, Consumer Key and Consumer Secret will be displayed, copy them.

Go back into your LeadsBridge Integration and paste your Consumer Key and Consumer Secret in their corresponding fields

To be able to create an Access Token you should enable your NetSuite account with Token-Based Authentication by following the steps below:

Log into your NetSuite account as Administrator

Go to Setup » Company » Enable Features

Click on SuiteCloud sub tab

Scroll down to Manage Authentication section

Check the TOKEN-BASED AUTHENTICATION checkbox

Save your changes

After this you should assign a role to the user’s account you are using inside LeadsBridge by following the steps below:

Log into your NetSuite account as Administrator

Go to Setup » Users/Roles » Manage Users

Under the Name column click on the user’s name you want to give access

Then click on Edit button under the user’s name

Go into the Access sub-tab at the bottom

Then click on the Add dropdown button under Roles, we recommend selecting Full Access or other similar roles

Click again on Add to assign the role to the user

After that, click on Save

Now we should create the Token for this user by following the steps below:

Go to Setup » Users/Roles » Access Tokens » New

Select an Application Name

Under User select the user you assigned the Role in the step before

Inside Role select the one you gave to the user in the step before, for example Full Access

Under Token Name you can give a descriptive name to the Token you are creating

Then click on Save button

Now you should be able to see your Token ID and Token Secret

Copy your NetSuite Token ID and paste it inside LeadsBridge Access Token field

Finally, copy your NetSuite Token Secret and paste it inside LeadsBridge Access Secret field

Step 2.C: Setup your LinkedIn Matched Audiences integration

Click on Create new integration to connect your Ad account (or select an existing one from the dropdown if you already connected it)
You will be prompted to the Ad platform authorization experience. Here you will need to grant LeadsBridge access on click on the Authorize button
Once done, you can choose a name for this LinkedIn Matched Audiences and LeadsBridge integration (you can also edit it later)
Once the authorization pop up is closed, you are ready to select from the dropdown the Ad Account and all the required parameters, including the sync frequencies.
Use Simulation functionality in order to test the source data and receive a report to verify the information processed
Now that your LinkedIn Matched Audiences integration is fully set up too, you can click on the Continue button

Notes for the simulation mode: A published bridge with simulation ON is not sending any data, the simulation has to be switched off to have the audience being created, up and running on the Advertising platform. You can edit it later from inside the bridge if you want to go live and send the data.

Step 3: Fields Mapping

Here you'll be able to map your NetSuite information with your LinkedIn Matched Audiences fields.

You will have LinkedIn Matched Audiences fields on the left. Match the information you wish to pass align from NetSuite
Based on LinkedIn Matched Audiences functionality, some fields might be required; if this is the case, you can identify those fields with a * (star), so be sure to map all them
You can also use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on.
You may leave blank the box of a field's information you don't want to send through. Clicking on the Show unmapped fields button you will have visibility on all the available fields still not mapped

Step 3.A: Leads Filter (Optional)

If you'd like you could add a filter for incoming leads. This filter will sync only leads that meet the configured conditions

Click on the link Add Filter for Incoming Leads on the top left
A popup wil be opened where you can configure the filter
You can define a series of condition to filter the leads. The lead will be synced only when all the conditions will be met
Once finished, click the Save Changes button to switch back to the Fields Mapping to continue with the bridge configuration

Step 4: Save and Publish

Click on the Save and publish button

Congratulations! Now your bridge is up and running

Common questions for LinkedIn Matched Audiences

Why use LinkedIn Matched Audiences integrations

LinkedIn Matched Audiences integrations are crucial for streamlining your marketing efforts and maximizing engagement opportunities. By utilizing LeadsBridge's seamless integrations, you can effectively leverage your first-party data and retarget contacts already stored in your database. This ensures that your targeting remains precise and your marketing strategies are optimized for success. Incorporating LinkedIn Matched Audiences into your CRM through LeadsBridge can be a game-changer, enhancing your retargeting strategy on LinkedIn and keeping your audience consistently updated.

Can I connect LinkedIn Matched Audiences to Marketo?

Yes, you can connect LinkedIn Matched Audiences with Marketo through LeadsBridge. As a contact management platform, you can use a Marketo static list or smart list as a LinkedIn audience segment. This will allow you to automate the entire process, including list updates and data flows between the two applications.

See how to set up LinkedIn Matched Audiences - Marketo integration here.

( Learn more)

What is LinkedIn Matched Audiences?

LinkedIn Matched Audiences is a powerful feature designed for retargeting website visitors and reaching out to contacts from CRM databases and marketing tools. It helps maximize your marketing efficiency by focusing on audiences likely to convert. By managing your LinkedIn target audience effectively and utilizing Lookalike Audiences, you can tailor your ads to specific user traits. This feature is compatible with Sponsored Content, Sponsored InMail, and other LinkedIn ad formats.

Learn more about LinkedIn Matched Audiences