How to Integrate Salesforce with LinkedIn Ads: Your Guide to Better Audience Targeting

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In the digital age, there’s no denying that effective audience targeting is a key component to any successful marketing strategy. If you’re looking to enhance your business’ reach and engagement, integrating Salesforce with LinkedIn Ads could be your game changer. This powerful combination allows you to connect with professionals across various industries, ensuring your ads are seen by those who matter most.

Salesforce, a leading customer relationship management (CRM) tool, offers robust features for tracking and managing customer information. On the other hand, LinkedIn Ads provides access to a professional network of over 690 million users worldwide. By merging these two platforms together, you can create personalized ad campaigns that resonate with your target audience.

Imagine having the capability to tailor your message based on insights from Salesforce right within LinkedIn Ads. You’d not only increase conversion rates but also boost return on investment (ROI). In this article, we’ll unravel how you can seamlessly integrate Salesforce with LinkedIn Ads for superior audience targeting.

What is Salesforce?

Let’s dive right in. Salesforce, to put it simply, is a powerful customer relationship management (CRM) platform. It’s designed to bring companies and customers together by integrating marketing, sales, commerce, service, and IT teams.

You’re probably wondering what makes Salesforce unique? Well, it’s all about the cloud. That’s right – no software or hardware needed here! This cloud-based CRM system allows you to access your business applications from anywhere and on any device with internet connectivity. So whether you’re working from home or on-the-go, Salesforce keeps you connected.

But wait – there’s more! With Salesforce, businesses can track all interactions with their clients and prospects. From emails and phone calls to meetings – it’s all recorded for easy reference later on. This means that every team member can get up-to-date information about each customer at any time.

Still curious about why so many companies opt for Salesforce? Let me break down some numbers:

  • As of 2021, over 150000 companies are using this platform worldwide.
  • According to IDC report in 2020, Salesforce was named the #1 CRM provider for the seventh consecutive year.

Here’s a quick look at those stats:

YearRankingCompanies Using

Remember that these figures are just scratching the surface of what Salesforce has accomplished since its founding back in 1999!

So there you have it – a brief overview of what Salesforce is all about: bringing businesses closer to their customers through seamless integration and comprehensive insights.

What are LinkedIn Ads?

Ever wondered how to make your business more visible on a professional network? That’s where LinkedIn Ads come in. They’re a powerful tool designed to boost your brand visibility and reach out to a highly targeted audience of professionals.

LinkedIn, known as the world’s largest professional network, offers a unique advertising platform. With over 740 million users worldwide, it provides an ideal environment for businesses looking to connect with potential clients, partners, or even employees.

LinkedIn Ads allows you to tailor your advertisements based on several demographic options such as job title, industry, company size, and seniority. This level of targeting precision is unparalleled in other social media platforms. You’re not just reaching people; you’re reaching the right kind of people who can contribute significantly to your business growth.

These ads come in different formats too! From Sponsored Content that appears directly in the target user’s newsfeed to Text Ads which show up at the side or top of the page – each type caters for diverse marketing objectives. There are also Sponsored InMail messages that deliver personalized content straight into a user’s LinkedIn inbox offering an intimate connection with potential leads.

You might be thinking it sounds complicated but don’t worry! LinkedIn has made its ad operations quite straightforward even for beginners. So whether you’re a small startup or an established enterprise aiming for better audience targeting – integrating Salesforce with LinkedIn Ads could be just what you need!

Benefits of Integrating Salesforce with LinkedIn Ads

Seamlessly integrating Salesforce with LinkedIn Ads can pack a serious punch for your marketing strategy. It’s not just about making things more manageable; it’s also about leveraging the power of data for better audience targeting.

One significant advantage you’ll enjoy is increased efficiency in ad targeting. By using Salesforce, you’re able to tap into a gold mine of customer data. This information can then be fed directly into your LinkedIn ad campaigns. As a result, you’re advertising to an audience that’s already interested in what you have to offer.

  • Improved conversion rates
  • Less wasted ad spend
  • More relevant advertising

Another benefit is the ability to track and analyze campaign performance in real-time. With these two platforms integrated, all data from your LinkedIn ads will feed back into Salesforce. Therefore, monitoring the effectiveness of your campaigns becomes much easier.

A third perk? Enhanced personalization capabilities. With the combined power of Salesforce and LinkedIn Ads, you’re able to create highly personalized ad content based on specific customer data points.

Finally, integrating Salesforce with LinkedIn ads allows for automated processes reducing manual tasks and potential human errors:

  • Automated syncing between the two platforms
  • Streamlined reporting process
  • Decreased chances for human error

So if you’re looking to hone your marketing efforts and make every dollar count, consider integrating Salesforce with LinkedIn Ads. It could be one decision that significantly propels your business forward.

Step 1: Set up the LinkedIn Campaign Manager

So, you’re ready to connect Salesforce with LinkedIn Ads? Let’s dive into the first step – setting up your LinkedIn Campaign Manager. This is an essential tool that’ll help you manage and optimize your ad campaigns on LinkedIn. It’s where you’ll be making key decisions about how to target, budget, and schedule your ads.

First things first, you need to access the LinkedIn Campaign Manager. You can do this by logging into your LinkedIn account and clicking on ‘Work’ in the top right corner of your dashboard. From there, select ‘Advertise’ from the drop-down menu which will take you directly to the Campaign Manager.

Next up is creating a new campaign or choosing one that already exists in your account. If it’s a new campaign, give it a name that’s relevant and easy for you to identify later. You’ll also need to specify some other details like your objective (awareness, consideration or conversion) and audience targeting criteria.

The audience targeting feature allows you to define who sees your ads based on characteristics like location, company size, industry type etc., thereby ensuring they are relevant for those viewing them. Here are some parameters that can be set:

  • Location
  • Job Function
  • Skills
  • Education

Once these steps are complete and saved correctly within the platform, congratulations! Your LinkedIn Campaign Manager is all set up and ready for action!

In summary:

  • Log into LinkedIn.
  • Go to “Work” > “Advertise”.
  • Create a new campaign or choose an existing one.
  • Specify details like objective and audience targeting criteria.

Remember: Setting up your LinkedIn Campaign Manager effectively is crucial as it lays down the foundation for successful ad campaigning on this professional networking site!

Step 2: Create a new campaign in Salesforce

Now that we’ve covered some ground, let’s dive right into the heart of the process – creating a new campaign in Salesforce. Don’t worry if you’re new to this; it’s simpler than you might think.

First off, log into your Salesforce account. Once inside, navigate to the ‘Campaigns’ tab. If it’s not immediately visible on your dashboard, use the App Launcher (the grid icon in the left-hand corner) for a quick search.

Once you’re in ‘Campaigns’, select ‘New Campaign’. You’ll see several fields asking for details such as campaign name, type, status and more. Fill them out meticulously since they’ll play an essential role in defining and tracking your LinkedIn Ads.

Here are few things to keep in mind:

  • Campaign Name: Choose something descriptive yet concise. It should ideally reflect what you’re aiming for with this particular LinkedIn Ad.
  • Type: Select ‘Online Advertising’ as that’s where LinkedIn Ads fall under.
  • Status: If you’re ready to kick off right away, opt for ‘In Progress’. Otherwise choose ‘Planned’.

Remember, these are just basic guidelines; feel free to adjust according to your specific needs or goals.

After filling everything out, hit that magic button – “Save”. Congratulations! You’ve just created a new campaign on Salesforce.

But we ain’t done yet! The next big step is integrating this shiny new campaign with your LinkedIn Ads which leads us rightly into our next section… So stay tuned!

Remember: every step counts when targeting an audience effectively with LinkedIn Ads through Salesforce integration. Be thorough but also be dynamic because flexibility helps adapt quickly as per changing scenarios or results. Now that wasn’t all too hard now was it? Let’s move onto the next stage with equal enthusiasm!

Step 3: Sync Salesforce leads with LinkedIn Ads

You’ve got your Salesforce and LinkedIn accounts all set up, so now it’s time to get them speaking the same language. This stage is where you’ll sync your Salesforce leads with LinkedIn Ads – a vital step that can unlock a whole new level of audience targeting.

To begin, navigate to the “Account Assets” tab in your LinkedIn Campaign Manager. From there, select “Matched Audiences.” You’ll find an option to import from Salesforce; click on it to start syncing your leads.

When you initiate this process, keep in mind that it won’t happen instantly. It typically takes up to 48 hours for LinkedIn to fully sync with Salesforce. Patience here is key; don’t panic if you don’t see immediate results.

While waiting, let’s discuss what precisely this integration does for you:

  • Enhances Targeting: By syncing Salesforce data with LinkedIn Ads, you can target ads more accurately towards existing contacts or accounts.
  • Improves ROI: Better targeting means higher relevance which often translates into improved return on investment (ROI) for ad campaigns.
  • Streamlines Processes: With this integration, manual data transfer becomes a thing of the past. The systems update automatically resulting in more accurate and timely data.

In conclusion, this synchronization creates a powerful tool for enhancing campaign effectiveness while saving both time and resources. So sit back and allow the tech magic happen as Salesforce mingles with LinkedIn Ads!

Step 4: Enable Campaign Tracking

Now, let’s dive straight into enabling campaign tracking. This step is crucial as it’ll allow you to analyze performance and optimize your campaigns for better results.

To kick things off, you’ll need to navigate to LinkedIn’s campaign manager. Once there, locate the ‘Account Assets’ dropdown menu and select ‘Conversion Tracking’. Here, you’ll see a list of your websites that are associated with LinkedIn Ads.

Next up? Adding Salesforce as a conversion action. Click on the blue ‘Add Conversion’ button and fill out the required fields. You’re able to customize what counts as a conversion – it could be anything from form submissions to deal closures in Salesforce.

Don’t forget about setting up an Insight Tag! It’s this nifty piece of JavaScript code that tracks conversions from LinkedIn ads specifically. To find it, head back over to the ‘Account Assets’ dropdown menu, but this time select ‘Insight Tag’. Follow the instructions provided by LinkedIn on how to add this tag onto your website pages.

Lastly, you’ll want to link your Salesforce account with these conversions. In Salesforce, go under ‘Setup’, then search for ‘LinkedIn Lead Gen Forms’ using Quick Find box and click ‘New Form’. From here on out, any leads generated through LinkedIn Ads will automatically sync with your Salesforce account!

By integrating Salesforce with LinkedIn Ads and enabling campaign tracking properly:

  • You gain valuable insight into which ads are most effective.
  • You can refine targeting based on those insights.
  • And ultimately boost sales by reaching out directly via Salesforce!

Remember though – data is only useful if it’s actionable so make sure you put these insights into good use!

Step 5: Analyze Campaign Performance

Now, you’ve successfully integrated Salesforce with LinkedIn Ads and your campaign’s up and running. Yet, it’s crucial to keep a close eye on how well it’s performing. That’s where the analysis of your campaign performance comes into play.

You can access detailed analytics in both Salesforce and LinkedIn Ads. It’ll help you understand how effectively your ads are reaching the targeted audience. The metrics you should be tracking include click-through rates (CTR), conversion rates, cost per lead (CPL), and return on ad spend (ROAS).

Here’s an example of such statistics:

Click-Through Rate1.8%
Conversion Rate10%
Cost Per Lead$25
Return On Ad Spend200%

Remember that these numbers are just hypothetical examples for illustrative purposes only.

Analyzing these metrics will provide insights into what’s working well in your campaigns and what needs improvement. For instance, if you’re noticing a low CTR but high CPL, this could indicate that while many people are seeing your ads, they’re not finding them engaging enough to click through or take action.

Tracking these key performance indicators also enables you to tweak and optimize your campaigns over time to increase their effectiveness. You might discover that certain demographics respond better to particular types of content or messages than others — giving you valuable information about how best to target future ads.

So don’t just set up the integration between Salesforce and LinkedIn Ads then forget about it! Instead, regularly dive into analytics data from both platforms. It’ll guide your decision-making process as far as refining current efforts or planning new ones goes.

By constantly analyzing campaign performance data across channels like LinkedIn Ads via Salesforce integration, you’re enabling smarter business decisions while maximizing ROI from every advertising dollar spent.


You’ve made it to the end of this journey on how to integrate Salesforce with LinkedIn Ads for better audience targeting. It’s not an easy task, but you’re now well-equipped with the knowledge and tools needed to optimize your marketing efforts.

By integrating these two powerful platforms, you’ll have access to a wealth of data that can drastically improve your target audience selection. You’ll be able to draw from both platforms’ strengths, leveraging detailed customer profiles from Salesforce and LinkedIn’s extensive professional network.

Remember, successful integration isn’t just about setting up the connection between platforms; it also involves continuously monitoring and adjusting your strategies based on new insights gained from linked data. Here are some key points worth remembering:

  • Syncing Salesforce with LinkedIn Ads allows for more precise audience targeting.
  • The integration allows for real-time updates between both platforms.
  • Regularly check your dashboard for new insights and make necessary adjustments.

Data plays a crucial role in today’s digital marketing landscape. By mastering this integration, you’re one step closer towards turning raw data into actionable insights that can propel your business forward.

So here we wrap up our guide on how to integrate Salesforce with LinkedIn Ads for better audience targeting. As always, keep exploring, keep learning, and never hesitate to get creative when crafting your strategies!

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