Connecting LinkedIn Lead Ads and Zoho CRM 

1. Connecting the apps
   
2. Mapping the fields

Connecting the apps 

1. CRM Tags
   This option lets you categorize or group all the leads generated from LinkedIn Lead Ads with the help of Tags. These are like labels that can be added to the lead's record and comes handy when you want to search, sort, filter the leads generated from LinkedIn in Zoho CRM. 
   
   
2. CRM Campaigns
   This option lets you associate the leads generated from LinkedIn Lead Ads to a Marketing Campaign. Say you have created a lead nurturing email campaign in your CRM, and you want all the leads generated from LinkedIn Lead Ads to be part of the campaign. You can select the appropriate CRM Campaign from the list, and all the leads will be automatically associated.  
   
   
3. Choose the CRM Layout
   A layout in Zoho CRM houses all the fields where information about the leads can be stored. Multiple layouts can be created and managed in Zoho CRM to capture the right set of data that's required for the processes involved in your business. Choosing the right CRM layout here helps ensure all the desired information about the leads that are generated from LinkedIn Lead Ads are synchronized seamlessly. The field mapping that's involved in Step 2, completely depends on the layout that's chosen here.
   
   
4. Choose Assignment Rule
   Assignment rules in Zoho CRM simplifies the process of associating an appropriate owner to further nurture the leads that are generated. This might involve various criteria based on region, the lead source, type of industry the lead belongs to, and so on.
   Synchronizing the LinkedIn Lead Ads with Zoho CRM can results in large volume of records in the Leads/Contacts module and it might be impossible to associate an appropriate owner for all the leads. By choosing the appropriate assignment rule during this integration, ensures that the right owner gets the lead that they are looking for and start nurturing.

Field Mapping 

To connect LinkedIn Lead Ads and Zoho CRM

1. Go to the LeadChain module and click + Create new chain.

2. Select Setup Now next to LinkedIn Lead Ads from the template available to map the Source and the Destination automatically.
   
   Alternatively, you can also click Setup Now next to Setup on your own to map the Source and the Destination manually.
   

3. Enter a suitable name for the chain.

4. In the Source section, do the following:

1. Select a LinkedIn account from the drop-down list. If you haven't connected already, click + New LinkedIn Account to add a LinkedIn account to LeadChain.

2. Select the LinkedIn Ad account, and the LinkedIn Form from the drop-down list.
   

5. In the Destination section, do the following:

1. Select a Module from the drop-down list.

2. Select an appropriate CRM tag and Campaign from the drop down list to segment the generated leads automatically.

3. Select a Page Layout, and Assignment Rule from the drop down list.

4. Select the toggle switch to Allow Duplicates.  
   

6. Click Proceed to configure.

7. Map the fields in Zoho CRM with the fields from LinkedIn Lead Ads. Alternatively, you can also enter a default field value.
   

8. Click Save and Publish. Alternatively, you can click the drop-down and select Save as Draft.

If you're sending or receiving information to or from a custom module, you need to create a custom field to store the lead ID information.

Learn more about creating custom modules and adding fields

 

 What's Next? 

To ensure that the data is captured from your LinkedIn Lead Ads to Zoho CRM, you can submit a sample lead from the LinkedIn Campaign Manager. Read More: Send a Test Lead in Campaign Manager