Streamlining Your Sales Funnel: Integrating LinkedIn Lead Forms with HubSpot via Zapier

In the ever-evolving realm of digital marketing, harnessing the power of automation is essential for streamlining sales processes and ensuring that potential customers are engaged effectively. For businesses utilizing LinkedIn for lead generation and HubSpot for customer relationship management (CRM), integration between the two platforms can create a seamless flow of lead information. This integration can be effortlessly achieved through the use of Zapier, a third-party automation tool that connects apps and services to automate workflows.

Before you start the integration process, make sure you have active accounts on LinkedIn, HubSpot, and Zapier. Here’s a step-by-step guide to integrating your LinkedIn Lead Gen Forms with HubSpot using Zapier:

Step 1: Creating a ZapFirst, you need to create a new Zap—which is Zapier's term for an automated workflow. Log in to your Zapier account and click on 'Make a Zap'. Name your Zap for future reference.

Step 2: Choosing a TriggerSelect LinkedIn Lead Gen Forms as the trigger app. This means the workflow will start whenever a new lead submits their information through one of your LinkedIn forms.

Step 3: Configuring the TriggerAfter selecting the trigger app, connect your LinkedIn account to Zapier and set up the trigger by choosing the specific lead form you want to work with.

Step 4: Choosing an ActionNow, you'll need to choose what happens once a lead submits their information. In this case, select HubSpot as the action app.

Step 5: Connecting to HubSpotYou will be prompted to connect your HubSpot account to Zapier if you haven't already done so. Here, you’ll authenticate your HubSpot account, giving Zapier the necessary permissions to act on your behalf.

Step 6: Setting up the ActionOnce HubSpot is connected, you can map out how information from LinkedIn will be processed. For instance, you can decide that a new contact should be created in HubSpot for each new LinkedIn lead, and map fields such as name, email, company, and job title to corresponding fields in your HubSpot CRM.

Step 7: Testing the WorkflowBefore going live, Zapier allows you to test the workflow to ensure that the data from LinkedIn Lead Gen Forms is correctly sent to HubSpot. Perform a test by following the prompts.

Step 8: Going LiveAfter a successful test, your Zap is ready to be turned on. Activate the Zap, and your integration is complete! From this point forward, new leads coming from LinkedIn Lead Gen Forms will be automatically added to your HubSpot CRM, enabling you to nurture these leads in your sales funnel without manual data entry.

By following these steps, you can automate the transfer of lead information from LinkedIn to HubSpot, enhancing your lead management process and freeing up valuable time for more strategic tasks. Remember that maintaining the data integrity between the platforms is crucial for accurate tracking and lead nurturing.

Need more guidance? Our expert team is here to help you optimize your marketing automation efforts, ensuring that you get the most out of your LinkedIn and HubSpot integration.