Option 1: Set up Salesforce CRM as Data Destination for LinkedIn Lead Generation Ads

Video Walkthrough

Description  :

Salesforce is a Customer Relationship Management (CRM) platform designed to help businesses sell, service, analyze, and connect with their customers.

Integrating Datahash with Salesforce allows you to import leads, audience, or event data directly into Salesforce. This helps merge your CRM records with rich behavioral data from other sources, giving you a more complete view of your customers and enabling engagement across multiple channels based on their position in the sales cycle.

Prerequisites:  

• An active Salesforce account
• A defined field in Salesforce CRM to capture the LinkedIn Lead ID

Getting Started:  

• Go to Datahash Studio and log in with your credentials.
• Navigate to the CRM category under Destinations on the right panel.
• Click on the Salesforce connector tile.

Before starting, ensure your Salesforce account is active and includes a defined field in the Leads module to capture the LinkedIn Lead ID.

Authentication  

Click on Sign in with Salesforce to begin the authentication flow.

• Log in with the Salesforce account you want to integrate.
• Grant the required permissions so Datahash can push data to your CRM.

Configure LinkedIn Lead Ads Source  

• Select the LinkedIn Lead Ads source type.

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• Choose the existing connection name from the LinkedIn Lead Ads Source connector.
• Select the Salesforce module where you want to push your leads (e.g., Leads).
• Provide a name for this Salesforce connection.

Field Mapping  

• Map LinkedIn Lead Form Fields to the respective Salesforce schema fields.
• The LinkedIn Lead ID field is mandatory and must be mapped.
• Ensure any mandatory fields in Salesforce (marked with an asterisk) are also mapped.
• Map additional fields as required.

Once mapping is complete, click on Test Connection.

Complete Setup  

• Once the connection is verified, click Finish.

• The Salesforce connection instance will now appear on the dashboard.

Managing Instances  

Adding a New Instance  

• Follow the same setup steps:
  • Click on edit icon.

• Select LinkedIn Lead Ads source type.
• Choose Salesforce module.

• Map all required and additional fields.
• Test the connection.

• Click Finish to complete.

• The new instance (e.g., Ads connection 2) will appear in the manage instances table.

Editing an Existing Instance  

• On the dashboard, click the existing connection name.

• Click the Edit icon (top right corner) to enable edit mode.

• Update the required field values or mapping.

• Click Test Connection to verify updates.

• If you click Cancel, the previous configuration remains active. Updates are only applied after clicking Finish.
• Click Finish to complete the edit process.