Seamlessly fetch all your ENAB from LinkedIn directly into your CRM with our easy integration.
TABLE OF CONTENTS
- How it works?
- Initiate LinkedIn Integration:
- Authorize Account & Permissions:
- Select Ad Accounts:
- Ad Account Requirements:
- Configure Synchronization:
- Form Field Mapping:
- Frequently Asked Questions (FAQs):
- How do I add/update ad accounts in the future?
- I can't see all forms under the LinkedIn field form mapping. What should I do?
- Can I alter the sync time for an ad account after integration?
- How can I disconnect the integration?
- Is it possible to link the same ad account across multiple sub-accounts?
How it works?
Initiate LinkedIn Integration:
- Navigate to the sub-account labs to enable LinkedIn integration.
- Go to the integrations page located under the settings tab.
- Find the LinkedIn integration.
- Click on Connect to initiate the process.
Authorize Account & Permissions:
- Log in to your LinkedIn account.
- Ensure you grant all necessary permissions for the integration to be successful.
Select Ad Accounts:
- Choose an ad account or multiple ad accounts to connect to your sub-account.
- Note: There's no limit to the number of ad accounts you can connect to your sub-account.
Ad Account Requirements:
- Ensure the ad account you're integrating has a linked LinkedIn page. Without this, the integration won't be successful.
Configure Synchronization:
- For each ad account you're integrating, determine its sync time.
- Options include:
- All ENAB : Sync all ENAB from the past 90 days and all new ENAB .
- New ENAB : Only sync new ENAB .
- Click on Connect to proceed.
Form Field Mapping:
- Click on Configure form field mapping or go to the LinkedIn form field mapping tab at the top.
- Use the Map Fields button to align your LinkedIn form fields with CRM fields.
- Click Confirm to save and complete the integration.
- If you want to disable inbound ENAB from any of the forms, toggle the status off.
Frequently Asked Questions (FAQs):
- How do I add/update ad accounts in the future?
Navigate to Manage Ad Accounts under Integrations > LinkedIn. From here, you can add/remove or modify the sync time for existing ad accounts. Click Update to save changes.
- I can't see all forms under the LinkedIn field form mapping. What should I do?
For efficiency, only mapped forms are displayed upon revisiting the 'LinkedIn form field mapping' page. To view all, including unmapped forms, click Refresh on the page's top right.
- Can I alter the sync time for an ad account after integration?
Absolutely! Visit Manage Ad Accounts to adjust the sync time for any connected ad account. Changing from 'New ENAB ' to 'All ENAB ' will fetch the last 90 days of ENAB into the CRM for that account, provided the form fields are correctly mapped.
- How can I disconnect the integration?
Go to the integrations page, select Disconnect, and then confirm by clicking Disconnect in the pop-up.
- Is it possible to link the same ad account across multiple sub-accounts?
Yes, an ad account can be connected to multiple sub-accounts. All ENAB from that ad account will populate in every linked sub-account.
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