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What’s in it
Learn how to bring LinkedIn engagement data directly into your CRM, such as Salesforce or HubSpot. With this playbook, you’ll discover how to segment accounts, retarget key prospects, and set up automated workflows to notify sales teams when high-engagement accounts are ready for action.
By integrating LinkedIn engagement data into your CRM, you’ll enable more precise targeting, timely follow-ups, and a more efficient sales process.
The Context
Traditionally, LinkedIn engagement data—like clicks, impressions, and ad interactions—has been siloed within LinkedIn Campaign Manager, making it difficult to connect this data with your CRM. This gap creates missed opportunities for sales teams to act on meaningful insights.
Now, with LinkedIn integration into Salesforce or HubSpot, you can track engagement data at the account level and use it to prioritize your efforts. This capability allows you to focus on high-value accounts showing interest, ensure timely follow-ups, and refine your outreach strategies to improve conversion rates.
This playbook walks you through how to integrate LinkedIn engagement data into your CRM and leverage it for smarter sales and marketing decisions.
The Step-by-Step Process
The Payoff
The Game Plan
- Set up LinkedIn engagement integration: Connect LinkedIn Campaign Manager with your CRM (Salesforce or HubSpot) to sync engagement data automatically.
- Segment and prioritize: Use the synced data to identify high-engagement accounts and organize them by intent or sales-readiness.
- Automate notifications: Build workflows that notify sales reps about key engagement signals, ensuring no opportunity is missed.
- Retarget with relevance: Create personalized LinkedIn ad campaigns or emails for segmented accounts, ensuring your outreach aligns with their engagement patterns.
- Review and optimize: Regularly analyze engagement data and adjust your segmentation, workflows, and messaging to maximize results over time.
With these steps, you’ll ensure your sales and marketing teams are working smarter, not harder—leveraging LinkedIn engagement data to drive higher conversions and better results.
