Lead Gen Forms Wired to Your CRM and Back to LinkedIn

Rui FonsecaRising talentNew0 orders on this service
Social Media Advertising · Lead Gen Forms and CRM sync

LinkedIn Lead Gen Forms wired into your CRM with routing, dedupe and stage data sent back so the platform optimises toward pipeline.

About this service

What this fixes: Leads that arrive in a CSV nobody downloads, or land in the CRM stripped of the campaign that produced them, so that four months later nobody can say which campaign made the two deals that closed. At the end of this build a lead reaches a named owner's queue within minutes, carrying the campaign, creative variant and audience that produced it, and your CRM sends stage changes back to LinkedIn so the platform optimises toward leads that became pipeline rather than leads that filled a form fastest. That last loop is the point of the work. The forms are the easy half. The form: LinkedIn allows up to twelve fields and three custom questions. I ship five or six. Every additional field trades volume for qualification, and that trade is only worth making when sales uses the answer to route or to disqualify — not when marketing wants it for a segmentation slide. The custom question that usually earns its place asks about timing or the incumbent vendor. Hidden fields carry campaign, creative and audience identifiers into the record so that attribution never depends on a person remembering to tag something. The plumbing: Native Lead Sync where you have it — Salesforce, HubSpot, Dynamics 365 — and a webhook where you do not. Zapier only as a stopgap, named as a stopgap in the documentation, with the date it should be replaced written next to it. Then field mapping, deduplication against existing contacts and open opportunities, routing rules with an owner per segment, and a defined path for leads nobody owns, because that unowned queue is where attribution quietly dies. Closing the loop: Stage changes go back to LinkedIn through its conversions API, with the qualifying stage chosen by you rather than by me or by a default. Attribution windows are set deliberately instead of left at thirty days post-click because that is what the interface offered. Where your sales cycle runs past the window, we agree in writing how that gets read, so nobody relitigates it during a budget review in month seven. Consent: For EU and UK audiences, marketing consent is separated from the form submission, unticked, in wording your data protection officer approves. I build the mechanics and the field structure; your counsel owns the language. I do not give legal advice, and I will not accept a brief that treats a submitted lead form as consent for a sequence. Testing before you spend: Ten test submissions across every form, device and routing rule, verified end to end: landed, deduplicated, routed, timestamped, attributed. Screenshots of each in the handover. When a rule fails it fails on my test lead, not on your first real one. What I do not touch: Your CRM's underlying hygiene or lifecycle model. I work with what exists and flag what is broken, but rebuilding your object model is a different profession and you should hire that profession. Enrichment vendors: I will map their fields, I will not choose one for you. Routing to a shared inbox, ever. Who this is not for: Teams without a CRM, or with one marketing cannot write to. Teams whose sales follow-up runs past two working days — the plumbing will be perfect, the leads will still go cold, and you will reasonably blame the advertising. And anyone who wants this folded invisibly into a media retainer; I quote it separately so you can see what the instrumentation cost and keep it if you change agencies. What I need to start: Admin on Campaign Manager, a sandbox or partner seat on the CRM, the name of whoever owns routing, and one hour with the person who decides what counts as a qualified lead.

Scope

Target market
Worldwide, United States, United Kingdom, DACH
Working language
English, Portuguese
Industry
Pharma and medtech, HR and recruiting, Energy
Engagement model
One-off project
Turnaround
2 weeks
Seller type
In-house-grade specialist

What the seller needs from you

  1. 1Which CRM do you use, and can I get a sandbox or partner seat?
  2. 2Who owns lead routing today, and what is the current time from submission to first contact?
  3. 3What stage in your CRM does sales apply consistently enough to send back to LinkedIn?
  4. 4Who approves consent wording for EU and UK audiences?
  5. 5Are enrichment or routing tools already in the path between LinkedIn and the CRM?

Asked at checkout. Delivery time starts once you answer, not when you pay.

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Starting at €5,500