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Upload a new LinkedIn Offline Conversion from a new lead in Insightly CRM

Upload a new LinkedIn Offline Conversion from a new lead in Insightly CRM

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This template regularly checks for new leads in Insightly 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.

LinkedIn Conversions API
Associate Multiple Campaigns to Conversion Rule

Associates multiple campaigns to a conversion rule by their IDs.

Action
LinkedIn Conversions API
Create a Conversion Rule

Creates a new conversion rule to track offline conversions.

Action
Insightly CRM
Create object

Creates a new object of a selected type.

Action
LinkedIn Conversions API
Generate a Conversion Report

Generates a conversion report.

Search
LinkedIn Conversions API
List Conversion Rules

Retrieves a list of conversion rules by the ad account.

Search
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Retrieve object

Retrieves an object by its ID and type.

Action
LinkedIn Conversions API
Send Conversion Events

Sends multiple conversion events in a batch.

Action
Insightly CRM
Watch objects

Triggers when a new object of a selected type is created.

Trigger

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