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Upload a new LinkedIn Offline Conversion from a new deal in Pipedrive CRM

Upload a new LinkedIn Offline Conversion from a new deal in Pipedrive CRM

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This template regularly checks for new deals in Pipedrive CRM and uses the retrieved information to upload new offline conversions to LinkedIn.

For the best performance, your contacts should have these fields filled out:

  1. First name
  2. Last name
  3. Email

Having the contact associated with company information will also improve match rates on LinkedIn, however it's not mandatory for this template to work.

The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Pipedrive CRM
Add a Follower

Add follower to an object of selected type (deals, organizations, persons).

Action
Pipedrive CRM
Add a Participant to a Deal

Adds a participant to a deal.

Action
Pipedrive CRM
Add a Product to a Deal

Adds a product to the deal.

Action
Pipedrive CRM
Add a Recurring Subscription

Adds a new recurring subscription to a deal.

Action
Pipedrive CRM
Add an Installment Subscription

Adds a new installment subscription.

Action
LinkedIn Conversions API
Associate Multiple Campaigns to Conversion Rule

Associates multiple campaigns to a conversion rule by their IDs.

Action
Pipedrive CRM
Cancel a Recurring Subscription

Cancels a recurring subscription.

Action
LinkedIn Conversions API
Create a Conversion Rule

Creates a new conversion rule to track offline conversions.

Action
Pipedrive CRM
Create a Deal

Creates a deal.

Action

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Upload a new LinkedIn Offline Conversion from a new deal in Pipedrive CRM | Make