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    04.03.2025
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    9 minutes
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    Author: Artem Tykhonov
6 Tools for Integrating Pipedrive and LinkedIn

6 Tools for Integrating Pipedrive and LinkedIn

Pipedrive and LinkedIn are powerful tools for customer relations and sales. LinkedIn helps find potential leads, while Pipedrive efficiently manages the sales pipeline. To make your workflow even more productive, let’s explore six ways to integrate these platforms.

1. Capturing Leads from LinkedIn Ads Campaigns

1.1. LinkedIn Ads

LinkedIn Ads is an advertising platform that enables businesses to run targeted campaigns to attract potential clients. It offers various ad formats, such as sponsored messages, dynamic ads, and Lead Gen Forms, which simplify contact data collection directly within LinkedIn.

This platform is ideal for B2B sales, as it allows businesses to target professionals based on job title, industry, company size, and location. By leveraging LinkedIn Ads, companies can efficiently attract interested audiences and transfer these leads directly to Pipedrive.

Get started with LinkedinAds
Types of advertising Linkedin
Types of Linkedin Ads
Creating a LinkedIn Ads account
Linkedin Campaign Manager
How to create Linkedin LeadForm
Linkedin Lead Form

1.2. Benefits of Integration

Integrating LinkedIn Ads with Pipedrive provides significant advantages for businesses actively working with leads:

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    Instant lead transfer to CRM: All contacts collected through Lead Gen Forms or other LinkedIn ad formats are automatically imported into Pipedrive, allowing the sales team to respond quickly.
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    Time-saving: Sales managers no longer need to manually copy data from LinkedIn Ads to the CRM, reducing workload and minimizing human error.
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    Data accuracy: Automated lead storage ensures all contact details remain precise and complete, eliminating human-factor errors.
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    Faster response times: The quicker a sales manager contacts a lead, the higher the chances of a successful sale. Integration minimizes this response time.

1.3. How It Works

To understand the integration process, consider this basic workflow:

1. Launch an ad campaign on LinkedIn Ads using Lead Gen Forms.

2. A user submits their contact details (name, email, company, etc.) without leaving LinkedIn.

3. Data is automatically transferred to Pipedrive:

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    A new contact is created in CRM.
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    If necessary, a deal or lead is generated.
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    The sales manager receives a notification about the new lead.

4. The sales manager contacts leads as quickly as possible, improving conversion rates.

This process runs continuously and automatically, helping companies efficiently manage lead flow.

Illustration
Illustration

1.4. Software for Setting Up Integration

Although LinkedIn Ads and Pipedrive do not have a direct connection, integration is possible through third-party tools. Businesses can either hire a developer to create a custom integration or use no-code platforms for automation. The most popular tools for integrating LinkedIn Ads with Pipedrive are:

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    Zapier A platform that connects various web applications without coding. Users can create automation workflows to transfer LinkedIn Ads data to Pipedrive.
LinkedinAds and Pipedrive connect via  Zapier
Scripts  from Zapier
Triggers from Zapier
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    Make (Integromat) – A tool for setting up complex automation workflows, suitable for those who want to create detailed custom integration scenarios.
Connect Make and Pipedrive
Scripts from Make
Triggers from Make

Both platforms allow easy setup of simple processes without requiring developers.

1.5. What’s Needed for Integration

To set up automatic lead transfer from LinkedIn Ads to Pipedrive, you will need:

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    A LinkedIn Ads account to run campaigns.
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    A Zapier or Make account.
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    A Pipedrive CRM account.
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    A configured Lead Gen Form in LinkedIn Ads.
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    A few hours for setup (depending on process complexity, it may take an hour or more).

Once configured, the integration runs automatically without further intervention.

Both Zapier and Make offer free and paid plans:

Make: The free plan allows up to 1,000 operations per month, which may be sufficient for a small number of leads.

Zapier: The free plan has significant limitations, supporting only basic two-step automation. More complex integrations (e.g., checking the database before creating a new contact) usually require a paid plan.

The choice of platform and plan depends on your needs and automation complexity. Consulting an expert can help you select the optimal solution.

2. Quick Contact Export

2.1. Surfe

Surfe is a browser extension that automatically transfers contacts from LinkedIn to Pipedrive. It simplifies the sales team’s workflow by eliminating the need for manual data entry.

Key features of Surfe:

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    One-click contact export.
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    Automatic profile enrichment (job title, company, email, etc.).
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    Instant synchronization with Pipedrive.
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    Interaction history tracking.

Surfe is ideal for businesses actively using LinkedIn and looking to streamline contact data collection without extra effort.

Advanteges of Surfe
Advanteges of Surfe
Advanteges of Surfe
Linkedin Account with Surfe

2.2. LinkPort

LinkPort is another effective tool for quickly transferring LinkedIn contacts to Pipedrive. Its advantages include ease of use and no complex configurations.

Benefits of LinkPort:

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    Export contacts via a button in LinkedIn.
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    Auto-fill data in CRM without manual input.
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    User-friendly interface for quick team adaptation.

LinkPort is suitable for companies of any size seeking a simple way to synchronize LinkedIn with Pipedrive.

Advantages of LinkPort

2.3. LinkMatch

LinkMatch allows automatic LinkedIn contact saving to Pipedrive without leaving the browser. This tool is valuable for sales managers handling large numbers of leads.

Why choose LinkMatch?

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    Automatic contact matching between LinkedIn and Pipedrive.
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    Lead saving without manual data entry.
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    Seamless Pipedrive integration with no additional settings required.

LinkMatch reduces manual work and helps prevent duplicate contacts in CRM.

Advantages of LinkMatch

3. Syncing LinkedIn Message History with Pipedrive

Sales managers often communicate with potential clients via LinkedIn. However, without integration, all message history remains in LinkedIn and is not stored in CRM. Specialized tools solve this issue.

How it works:

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    All LinkedIn messages are automatically saved in the Pipedrive contact card.
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    Managers can track communication history without switching between platforms.
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    Trend forecasting
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    Reduces the risk of losing essential sales details.

Integration tools:

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    Surfe – Saves LinkedIn message history in Pipedrive.
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    Dux-Soup – Automates LinkedIn data collection, including conversation history.
Sync communication with Surfe
Sync communication with Surfe

4. Transferring Leads from Cold LinkedIn Campaigns

Cold outreach campaigns on LinkedIn help attract potential clients, but manually transferring contacts to CRM is inconvenient. To automate this process, businesses use tools like:

4.1. Dux-Soup

Dux-Soup is a LinkedIn automation platform that enables message sending, tracking email opens, and transferring leads to Pipedrive.

Dux-Soup features:

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    Bulk messaging to potential clients.
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    Tracking user interactions with messages.
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    Automatic lead saving in Pipedrive.
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    Integration with other CRMs via Zapier or Make.
Advantages of Dux-Soup

Conclusion

Integrating Pipedrive and LinkedIn significantly enhances sales team efficiency. By using these tools, you can:

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    Reduce manual work.
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    Generate leads faster.
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    Build prospect databases.
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    Launch LinkedIn cold campaigns.
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    Personalize communication.
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    Prioritize leads.
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    Automate follow-ups.
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    Track sales performance.
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    Simplify new sales onboarding.
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    Improve team collaboration.
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    Shorten sales cycles.

Choose the tool that best fits your needs and optimize your workflow!

Conclusion

Integrating Pipedrive and LinkedIn significantly enhances sales team efficiency. By using these tools, you can:

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    Reduce manual work.
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    Generate leads faster.
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    Build prospect databases.
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    Launch LinkedIn cold campaigns.
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    Personalize communication.
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    Prioritize leads.
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    Automate follow-ups.
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    Track sales performance.
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    Simplify new sales onboarding.
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    Improve team collaboration.
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    Shorten sales cycles.

Choose the tool that best fits your needs and optimize your workflow!

Olena Melnychuk

Olena Melnychuk

Chief Operating Officer

+38 050 700 75 72

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