How to Set Up LinkedIn Conversions API for Salesforce in Make

Introduction

In this guide, you’ll learn how to configure LinkedIn Conversions API for Salesforce using Make. This will enable seamless integration of conversion data into LinkedIn’s campaign manager. By setting up the LinkedIn Conversions API for Salesforce in Make, marketers can seamlessly track and report conversion events, optimizing LinkedIn ad campaigns for better performance. By integrating offline data from Salesforce with LinkedIn’s API, you can ensure accurate and comprehensive conversion tracking, even for users with ad blockers or cookie restrictions. 

Whether you’re tracking closed opportunities or other key CRM events, this setup helps maximize your campaign insights. Looking to simplify your Salesforce and LinkedIn API integration? Join Make Now and get started with hassle-free automation! Let’s dive into the step-by-step process to unlock this powerful integration! This step-by-step walkthrough ensures accurate data flow for optimizing your LinkedIn ad campaigns.

Why Use LinkedIn Conversions API?

As a marketer, your primary goal is to optimize ad performance and maximize ROI. LinkedIn Conversions API enables you to:

1. Feed Conversion Data from Multiple Sources:
   Send conversions to LinkedIn from online stores, CRM systems, databases, or spreadsheets.
2. Supplement Online Tracking:
   Compensate for lost data caused by cookies or ad blockers, ensuring better accuracy.
3. Improve Ad Performance Insights:
   Gain accurate conversion counts to analyze and optimize LinkedIn campaigns effectively.

Key Benefits of LinkedIn Conversions API with Make

• Connect Offline Sources: Capture conversions from CRMs like Salesforce.
• Ensure Data Accuracy: Offset tracking losses from traditional methods.
• Optimize Campaign Insights: Refine ad performance with precise data.

Steps to Set Up LinkedIn Conversions API in Make

Before diving into the setup process, ensure you have an account with Make, a platform designed to automate and streamline such integrations.

1. Create a Conversion in LinkedIn Ads Campaign Manager

1. Log in to LinkedIn Ads Campaign Manager.
2. Navigate to Analyze > Conversion Tracking.
3. Click Create Conversion and select Conversions API.
4. Fill in the details:
   • Event Name: Assign a descriptive name (e.g., “Closed Won Opportunities”).
   • Event Type: Choose the appropriate type (e.g., Purchase).
   • Conversion Value: Set a static or dynamic value (e.g., $15,000).
   • Integration Type: Select Direct API.
5. Attach the new conversion to a campaign.

This sets up the framework for receiving conversion events from the Salesforce.

2. Configure Salesforce as a Data Source

Using Salesforce as a data source involves creating a scenario to push events like “Closed Won Opportunities” to LinkedIn.

1. Choose a Trigger:
   Decide which event to capture (e.g., Closed Won Opportunities).
2. Select Webhook vs. Watch Modules:
   • Webhook Approach: Recommended for real-time data transfer.
   • Watch Modules: Alternative for scheduled checks but less reliable.
3. Set Up Salesforce Webhooks:
   • Configure Outbound Messages to define the information Salesforce sends.
   • Set up triggers to push specific events when they occur.

3. Build a Make Scenario

Your Make scenario will bridge Salesforce and LinkedIn. Here’s how:

1. Open Make and create a new scenario.
2. Use the Webhook Module to capture Salesforce events.
3. Process the payload to map Salesforce data fields to LinkedIn’s API requirements.
4. Add the LinkedIn Conversions API module to send data.

In this example use case, the Make scenario automatically records and transmits a conversion to LinkedIn whenever a Salesforce deal is marked “Closed Won.” Discover how to streamline your lead conversion process with Facebook! Don’t miss our guide on How to Set Up Facebook Conversion Leads in Make for a seamless setup.

4. Test Your Setup

Run a test to ensure proper configuration:

• Close a deal in Salesforce as “Closed Won.”
• Verify if LinkedIn Ads Campaign Manager reflects the conversion.

With Make, you can automate workflows effortlessly. Join now to experience the power of automation!

Why Use Webhooks for Salesforce Integration?

Webhooks ensure real-time event capture, whereas Watch Modules rely on periodic checks. For instance:

• a Watch Module might miss ● A fast-moving deal transitioning from “Prospecting” to “Closed Won” if it checks updates hourly.
• Webhooks capture such events immediately, reducing the risk of lost data.

Challenges with Salesforce Webhooks (and How to Solve Them)

Setting up webhooks in Salesforce requires:

1. Outbound Messages: Define the payload sent to Make.
2. Triggers: Configure rules to initiate outbound messages.

With these steps, Salesforce webhooks reliably push events to Make for processing.

Troubleshooting Common Issues

• Missed Events: Ensure webhook triggers are correctly configured.
• Data Mapping Errors: Double-check Salesforce field mappings in Make.
• API Authentication Issues: Confirm LinkedIn API credentials are valid.

Don’t wait—Join Make Now and take the first step toward smarter automation!

Benefits of Real-Time Data Integration

Real-time event capture ensures timely updates for LinkedIn ads, leading to:

• Better optimization algorithms.
• Enhanced campaign insights.
• Improved ad performance and ROI.

Axiabits Services

At Axiabits, we specialize in integrating advanced tools like Make with platforms such as Salesforce and LinkedIn. Whether you need assistance setting up the LinkedIn Conversions API, automating workflows, or optimizing your CRM integrations, we’ve got you covered. Our team ensures a seamless setup tailored to your business needs. Book now and let’s get started!

Conclusion

Setting up LinkedIn Conversions API for Salesforce in Make allows marketers to leverage precise conversion data for their campaigns. Whether you’re handling online or offline events, this integration bridges the gap between CRM data and LinkedIn ads.

By following this guide, you’ll ensure your campaigns are driven by accurate, real-time data. Ready to enhance your LinkedIn ad performance? Sign up today and take your integrations to the next level!

Disclaimer

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