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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.
1.1. 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.
1.2. Benefits of Integration
Integrating LinkedIn Ads with Pipedrive provides significant advantages for businesses actively working with leads:
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:
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.
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:
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:
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.
2.1. 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:
Surfe is ideal for businesses actively using LinkedIn and looking to streamline contact data collection without extra effort.
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:
LinkPort is suitable for companies of any size seeking a simple way to synchronize LinkedIn with Pipedrive.
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?
LinkMatch reduces manual work and helps prevent duplicate contacts in CRM.
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:
Integration tools:
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:
Conclusion
Integrating Pipedrive and LinkedIn significantly enhances sales team efficiency. By using these tools, you can:
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:
Olena Melnychuk
Chief Operating Officer
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