Question from user:
Hi, I’m just curious if anybody knows how to indicate that a lead in Salesforce is coming from LinkedIn Lead Gen form?
I know how to integrate Salesforce to LinkedIn Lead Gen but with multiple sources where leads are coming into Salesforce, I need a way to mark/indicate that leads are coming from LinkedIn Lead Gen Forms.
Thanks!
Answer from Nabil:
There are a few straightforward ways to indicate that a lead in Salesforce is coming from a LinkedIn Lead Gen Form.
The most common solution, and the one you should look for first in your existing integration, is to ensure that the Lead Source field in Salesforce is being populated with a distinct value like “LinkedIn Lead Gen” specifically for leads from those forms.
If your current integration doesn’t handle this automatically, you can often customize the field mapping during the setup process to hard-code a value into a specific Salesforce field like Lead Source, or even a custom field you create just for this purpose, like “LinkedIn Lead Form Indicator”.
A more robust and scalable solution for tracking lead origin and full attribution, however, involves using the Salesforce API alongside the LinkedIn Conversions API, facilitated by a tool like Google Tag Manager (GTM) and a server-side tagging solution like Stape or a custom Google Cloud Platform (GCP) implementation.
This method is superior because the direct integration typically only captures the initial lead submission.
By using the Conversions API, you can send server-to-server data from your website or forms, allowing for more reliable and comprehensive tracking that is less susceptible to browser-side issues like ad blockers or third-party cookie restrictions.
Using GTM allows you to manage the trigger for sending this data to LinkedIn, which is the successful form submission.
Stape or GCP acts as a secure server-side container, enhancing data quality and controlling what information is sent, ensuring that the necessary data points – including a unique identifier that can be matched in Salesforce – are being transmitted.
This combination allows you to not only mark the lead as “LinkedIn Lead Gen” but also attribute subsequent actions, like pipeline stages or closed won status, back to the initial LinkedIn ad campaign, providing much deeper reporting capabilities than a simple Lead Source field designation.
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