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Upload a new user into LinkedIn Matched Audiences from a new lead in Salesforce

Upload a new user into LinkedIn Matched Audiences from a new lead in Salesforce

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This template regularly checks for new leads in Salesforce 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
Salesforce
Complete/Abort a Job

Completes or aborts a job.

Action
Salesforce
Create a Job

Creates a new bulk data job.

Action
LinkedIn Matched Audiences
Create a List Upload Audience

Creates a new list upload audience.

Action
Salesforce
Create a Record

Creates a new record in an object.

Action
LinkedIn Matched Audiences
Create an Audience

Creates a new audience.

Action
Salesforce
Delete a Record

Deletes a record.

Action

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