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Upload a new user into LinkedIn Matched Audiences from a new lead in Insightly CRM

Upload a new user into LinkedIn Matched Audiences 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 users into LinkedIn Matched Audiences.

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 Matched Audiences
Add Companies

Adds companies to an audience by their names.

Action
LinkedIn Matched Audiences
Add Users

Adds users to an audience by their IDs.

Action
LinkedIn Matched Audiences
Attach a List File

Attaches an uploaded list file to a list upload audience.

Action
LinkedIn Matched Audiences
Attach a Seed Audience

Attaches a seed audience to generate a lookalike.

Action
LinkedIn Matched Audiences
Create a List Upload Audience

Creates a new list upload audience.

Action
LinkedIn Matched Audiences
Create a Lookalike Audience

Creates a new lookalike audience from a seed.

Action
LinkedIn Matched Audiences
Create an Audience

Creates a new audience.

Action
Insightly CRM
Create object

Creates a new object of a selected type.

Action
LinkedIn Matched Audiences
Delete an Audience

Deletes an audience by its ID.

Action

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