Simplifying the CRM/ESP integration process

Getting your leads into the hands of your sales team, as quickly as possible, is crucial.

Linkedin Lead Gen Forms can be served to users on mobile devices. They are completely pre-filled with profile information (unless information is missing), and are therefore an unobtrusive method of generating and leveraging customer data.  

While they are an incredible way of sourcing lead data, manually downloading your leads from Linkedin and entering them into your CRM/ESP can be a time-consuming process. This MIT study [1] outlines how calling a web generated lead within 1 hour increases conversion by 7 times!

Driftrock has the technology to make such campaigns more efficient, and ensure you can follow-up with your leads, fast.

With our Lead Response technology, we provide out of the box connections to the major CRM/Email systems, to sync your leads, in real-time, direct to your database, allowing you to follow-up with leads as quickly as possible. We also offer the option to build custom integrations for clients. 

Lead Response allows advertisers to specify detailed rules to transform data from the format received from Linkedin, and automatically make the data fit the naming conventions in your CRM database.

We currently support out-of-the-box integrations with the following marketing platforms:

If your CRM isn’t listed above, get in touch with Driftrock, who have also offer the option of building custom integrations.

How to sync your Linkedin leads into your CRM

Once you have your Linkedin Lead generation campaign setup, along with your leads forms, you can now connect it up to Lead Response, and get your leads to pipe directly into your CRM.

Login to your Driftrock account at www.driftrock.com

Click Lead Response, then Create a new lead list

Give your Lead List a name. Aim to make this something relevant to the campaign that you are generating leads from, so that you can identify it easily. 

Then tick Linkedin from the list of options, and click Next. Now choose the relevant lead get form, that you created when setting up your Linkedin ad campaign.

Click Next, and create your data transformations. On this screen you can transform your lead data based on rules of your choosing. Just give a name for the new field, and specify which field its value should be derived from. 

For example:

Alternatively, you can skip the above, and proceed to the CRM selection screen. 

The next screen is where you will select which CRM you are using (i.e. where you would like your Linkedin leads to be sent to).

Click your CRM of choice, and when prompted, add in an optional tag that you would like attributing to your leads from this list, so that you are able to identify them in your CRM.

Depending on the CRM you selected, you will either be prompted to login to your CRM with your username and password, or to provide an APP ID and APP KEY. You can retrieve these from the help documents of your CRM provider.

Next you will define your CRM attributes. This is where you map the fields from your lead form, into the fields and values that your CRM expects.

Then click Finish. You're now ready to go with LinkedIn Lead Gen Forms. 

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