How to Integrate Salesforce with LinkedIn Ads: Your Ultimate Guide for Enhanced Conversion Tracking

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In the dynamic world of digital marketing, there’s always room for improvement. One such area where you can fine-tune your approach is conversion tracking. By integrating Salesforce with LinkedIn Ads, you’ll be able to achieve just that: a more precise, data-driven methodology for tracking conversions and optimizing your ad campaigns.

Getting started might seem daunting, but don’t worry – we’re here to guide you through it. With step-by-step instructions and expert advice, you’ll have Salesforce synced up with LinkedIn Ads in no time. After all, it’s not about reinventing the wheel; rather, it’s about using the tools at hand to drive better outcomes.

Remember one thing: Integration isn’t merely a technical process; it’s an opportunity to refine your strategy and gain invaluable insights into your audience’s behavior. So let’s embark on this journey together towards improved conversion tracking by integrating these two powerful platforms!

What is Salesforce?

Ever wondered what Salesforce is? Let’s dive right in. Essentially, Salesforce is a titan in the world of cloud-based software. It’s best known for its customer relationship management (CRM) service, which helps businesses connect with their customers in a whole new way.

The platform provides an all-in-one solution that lets you manage all interactions with potential and existing clients. That means you’re able to track every single detail – from emails and phone calls to social media engagement – right on one platform. This gives your team a 360-degree view of each customer, helping everyone work more efficiently and effectively.

Salesforce isn’t just about CRM though. It’s got a broad array of other services under its umbrella too! There are tools for sales teams, marketing automation, analytics, app development – even online learning resources through Salesforce’s own ‘Trailhead’ program.

Now let’s touch on why it’s so popular among businesses big and small. The flexibility of the platform allows for customization according to individual business needs – there’s no ‘one size fits all’ approach here. Plus, since it runs entirely on the cloud, there’s no need for complex installation processes or costly hardware purchases.

To sum up: Salesforce is more than just a CRM tool; it’s an integrated solution that brings together different aspects of your business to help streamline operations and enhance customer relationships.

What is LinkedIn Ads?

LinkedIn Ads, you might wonder? It’s an advanced self-service advertising platform that LinkedIn, the world’s largest professional network, offers to its users. You can tap into this powerful tool to create tailored marketing campaigns for your business or brand.

Let’s dive deeper into it. With over 740 million active professionals on the platform, LinkedIn provides an ideal environment for targeted B2B marketing. LinkedIn Ads uses a sophisticated algorithm and wealth of user data to deliver highly relevant ads directly to potential customers’ feeds.

Now, what types of ads can you create using this service? Here are a few examples:

  • Sponsored Content: These are native ads that appear directly in your target audience’s news feed.
  • Text Ads: These work similarly to Google’s pay-per-click (PPC) ads, showing up at the top or right side of the page.
  • Dynamic Ads: These personalized ad formats tailor content specifically to each viewer.

The real beauty lies in how these ad categories can be customized according to your specific goals. Whether you’re looking to drive website traffic, promote content downloads or generate leads – there’s an ad type for that!

How effective are these advertisements? Well, consider this statistic from LinkedIn itself: more than 80% of B2B leads generated through social media come from LinkedIn. That speaks volumes about the power and potential of using LinkedIn Ads as part of your digital marketing strategy.

Remember though – like any other advertising tool out there – success with LinkedIn Ads doesn’t just happen overnight. It takes careful planning and strategic execution. But once mastered, it could be one game-changing addition in achieving your company’s growth goals!

Why integrate Salesforce with LinkedIn Ads?

When you’re looking to maximize your marketing efforts, it’s hard to overlook the potential of integrating Salesforce with LinkedIn Ads. This combination can provide a treasure trove of benefits that’ll help boost your conversion tracking efficiency.

First off, let’s consider Salesforce. It’s one of the most powerful customer relationship management (CRM) systems out there. Its comprehensive suite of tools allows for efficient lead capture and sales pipeline management. On the other hand, LinkedIn Ads is a potent platform for B2B advertising and has an immense reach within professional circles.

Now, imagine bringing these two powerhouses together! By integrating Salesforce with LinkedIn Ads, you can streamline your lead generation process and enhance data accuracy. You won’t have to manually input leads from LinkedIn into Salesforce anymore; everything will be automatically synced up! This not only saves time but also reduces errors that might occur during manual data entry.

But what does this mean for your conversion tracking? Well, when you eliminate manual data entry errors and discrepancies between platforms, you’ll likely see more reliable results on your dashboard. You’ll be able to track conversions accurately across campaigns run on different platforms – allowing for a more holistic view of campaign performance.

Additionally, by having all relevant data in one place (Salesforce), it becomes easier to analyze patterns and trends in customer behavior. Armed with these insights, you can tweak future ad campaigns on LinkedIn (or any other platform) based on what works best – giving you a higher return on investment (ROI).

To sum up:

  • Integrating Salesforce with LinkedIn Ads streamlines lead generation.
  • Enhances overall data accuracy.
  • Ensures reliable conversion tracking.
  • Provides deeper insights into customer behavior.

So why wouldn’t you want to reap these benefits? Integration may seem like a daunting task at first, but trust us – the payoff is worth it!

Step 1: Create a LinkedIn Ads account

Before diving into the integration of Salesforce with LinkedIn Ads, let’s start from the basics. You’ll need to create a LinkedIn Ads account if you don’t have one already.

Setting up your LinkedIn Ads account is pretty straightforward. Just visit the LinkedIn website, click on ‘Work’ at the top right corner and then select ‘Advertise’. You’ll be guided through a series of prompts to set up your ad account. Remember, it’s crucial to fill out all required information accurately as this will impact how effectively your ads can reach potential customers.

Here’s what you’ll need to complete during setup:

  • Account Name: This should be representative of your business.
  • Currency: The currency in which you pay for your ads.
  • Time Zone: Ensure this aligns with where most of your target audience is located.

After these details are entered correctly, hit that ‘Create Account’ button and voila! Your LinkedIn Ads account is ready for action.

With an active LinkedIn Ad Account, you’re now equipped to take advantage of its powerful targeting capabilities. Whether it’s B2B or B2C marketing – knowing who sees your content can make all the difference in conversion rates.

Remember though, creating an ad account on LinkedIn doesn’t automatically translate into successful conversions. That’s where integrating Salesforce comes in handy! But we’ll delve deeper into that in our upcoming sections. For now, get familiarized with navigating around your new ad dashboard on Linkedin as we gear up for tracking those conversions better than ever before!

Step 2: Set up conversion tracking in Salesforce

Diving straight into the process, you’ll need to set up conversion tracking within Salesforce. This might sound slightly daunting if you’re new to the platform, but trust us, it’s simpler than it looks.

Start by logging into your Salesforce account and navigate to the ‘Setup’ area. Here, look for a section titled ‘Conversion Tracking’. If this is your first time setting it up, don’t worry! You’ll typically find step-by-step guidance provided by Salesforce itself. It’s key at this point to ensure that you’ve got all necessary permissions in order – without these, you won’t be able to make much headway.

Once inside the ‘Conversion Tracking’ section, take some time understanding what each field means. Remember that accurate tracking relies heavily on how well these fields are defined. At a high level, you should be setting parameters such as ‘Conversion Name’, ‘Conversion Value’, ‘Currency Code’, and so forth.

When defining these parameters:

  • The ‘Conversion Name’ refers to the action that qualifies as a conversion for your business.
  • The ‘Conversion Value’ would be an estimate of how much each conversion is worth.
  • The ‘Currency Code’ ensures that all values are reported in the correct currency.

Now comes the part where we link Salesforce with LinkedIn Ads. Under Conversion Actions in Setup, choose New Action and select LinkedIn from apps available for integration. After choosing LinkedIn as your source app, map out corresponding fields between both platforms – this could include things like Lead Source or Opportunity Stage.

And voila! With everything set up correctly within Salesforce itself now tied neatly with Linkedin Ads as well – you’re one step closer towards better understanding of conversions sourced from LinkedIn adverts!

Step 3: Connect Salesforce with LinkedIn Ads

By now, you’ve got your Salesforce and LinkedIn accounts up and running. It’s time to bring them together for the ultimate conversion tracking experience. Connecting these two platforms might sound like rocket science, but it’s actually a lot simpler than you’d think.

Start by logging into your Salesforce account. Navigate to the “AppExchange” from the dropdown menu at the top of your dashboard. Here, search for “LinkedIn Lead Gen Forms”. This handy app will be your bridge between Salesforce and LinkedIn Ads.

Once installed, head over to LinkedIn Campaign Manager. Select the right ad account and hit “Account Assets” in the top menu bar, then choose “Matched Audiences”. Here’s where you’ll need to create a new audience segment using the data from Salesforce.

  • Click on “+ Create an audience”
  • Choose “List Upload”
  • Select “Match based on a list of Accounts”

You’re then prompted to upload a CSV file with your Salesforce data. Make sure this file includes details like company name, website URL, etc., as these are essential for accurate matching.

After uploading and naming your audience list, click on ‘Next.’ A few moments later (it could take up to 48 hours), you’ll see that your Salesforce data is now integrated with LinkedIn Ads!

Remember that this is just one piece of the puzzle though; there are still steps ahead before achieving full conversion tracking capabilities between LinkedIn Ads and Salesforce so keep going!

Step 4: Map fields and sync data between Salesforce and LinkedIn Ads

Let’s dive right into the heart of the integration process. Now that you’ve connected your Salesforce account with LinkedIn Ads, it’s time to align those crucial data fields. By mapping out these fields properly, you’ll ensure a smooth flow of information between both platforms.

You might wonder why it’s essential to map fields accurately? Well, syncing incorrect or irrelevant data won’t benefit your conversion tracking efforts. For example, if you’re trying to track lead generation from LinkedIn Ads in Salesforce, but the email field isn’t mapped correctly, you risk losing valuable data. This is where meticulous field mapping plays its part!

To kick off this process within Salesforce, navigate to ‘LinkedIn Lead Gen Forms’ under ‘Lead Settings’. From there, select ‘Field Mapping’ and start linking corresponding fields from both platforms. It could be anything from basic contact details like name and email address to more specific info such as company size or industry type.

Once the field mapping is done right, let’s switch gears towards syncing your data! You’d want every single piece of linked information updated regularly across both platforms. And guess what? There are two options for this: manual sync and automatic sync.

Manual Sync allows you to control when you want to bring in new leads from LinkedIn Ads into Salesforce. However, Automatic Sync does all the work for you by updating leads at regular intervals without needing any intervention.

It might sound like a lot of work initially but trust us; once set up correctly, this seamless integration between Salesforce and LinkedIn Ads can supercharge your conversion tracking capabilities!

Step 5: Monitor and optimize your campaigns

Now that you’ve linked Salesforce with LinkedIn Ads, it’s time to keep an eye on your campaigns. You need to actively monitor the performance of your ads and customer interactions. This is a vital step because it will help you understand how well your marketing efforts are translating into conversions.

Your Salesforce dashboard will offer a wealth of information about the leads generated from your LinkedIn Ads. Here, you’ll be able to see specifics such as lead volume, quality, and source. By tracking these metrics over time, you can get insights on patterns or trends that may emerge.

On-going optimization is a crucial part of any successful campaign management process. Based on the data collected through Salesforce integration with LinkedIn Ads, you should continuously refine your strategy for better results. Maybe certain types of content are resonating more than others or specific demographic groups are engaging more frequently – these insights can guide adjustments in targeting criteria, creative elements or ad spend.

Remember not all improvements come from big changes; sometimes small tweaks make a significant difference too! For instance:

  • Changing ad visuals
  • Adjusting post timing
  • Tweaking content tone

With Salesforce’s robust reporting tools combined with LinkedIn Ad’s granular data points, you’re equipped to make data-driven decisions that’ll improve conversion rates and strengthen ROI.

Remember this isn’t a set-and-forget type scenario; it’s about making smart choices based on thorough analysis and then adjusting as necessary for continuous improvement! So gear up – keep those eyes peeled on numbers and let them guide your path to success!


By now, you’ve learned the step-by-step process of integrating Salesforce with LinkedIn Ads. You’ve discovered how this seamless integration can significantly improve your conversion tracking and overall marketing efficiency.

Remember these critical points:

  • Ensure that both your Salesforce and LinkedIn accounts are correctly set up before starting the integration process.
  • Be mindful of aligning your business goals with the data you wish to track.
  • Regularly verify and update the information exchanged between these two platforms.

With this formidable duo, you’re not just harnessing the power of a world-class customer relationship management tool but also leveraging a powerful social media platform for professionals. The synergy generated by combining Salesforce’s robust CRM capabilities with LinkedIn’s unique professional audience can result in improved ad targeting, better leads, and ultimately, higher conversions.

Let’s look at some potential improvements numbers-wise:

Before IntegrationAfter Integration
Conversion Rate: 2%Conversion Rate: 4%
Lead Quality Score: 6/10Lead Quality Score: 8/10

These figures illustrate how such an integration could potentially double your conversion rate while improving lead quality by around 33%.

So it’s time to take action! Start integrating Salesforce with LinkedIn Ads today. With consistent effort and monitoring, you’ll soon see significant improvement in your campaign performance and conversion tracking accuracy.

Finally, keep exploring new ways to optimize this integration further. Stay open to learning from other marketers’ experiences and best practices because in digital marketing landscapes like ours, there’s always something new on the horizon!

Looking forward to seeing how Salesforce and LinkedIn Ads integration revolutionizes your digital marketing game!

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