LinkedIn Lead Forms Use Case

linkedin lead forms allows you to collect leads directly from your ads on the linkedin platform by connecting your linkedin account to make, you can automate your lead processing, giving you the opportunity to manage the flow of leads efficiently and effortlessly in this use case, we will highlight an example of how you can funnel your leads into a spreadsheet from which you can manage and update the information, and then connect to over 180 make marketing apps to suit your needs automated lead integration and management from linkedin to google sheets with the help of this guide, you will create a {{scenario singular lowercase}} that connects linkedin lead forms to a google spreadsheet, making it easy to manage and update lead information to get started, you will need a linkedin account with access to the campaign manager a new campaign configured that includes at least one ad and a form a google account your final {{scenario singular lowercase}} will look like this linkedinleadforms scenario png let's take a look at all the elements and modules used in our {{scenario singular lowercase}} linkedin lead forms watch form responses this is where it all begins a prospective customer, or lead, fills out a linkedin form to show interest in your products or services google sheets search contact in spreadsheet next, all these leads are automatically stored in a google spreadsheet this helps us keep track of them and decide what to do next router check for new or existing leads the router checks to see if the lead is new or if we already have them in our spreadsheet it uses a unique identifier like an email address to do this google sheets add lead in spreadsheet if the lead is new, we add all their information into the spreadsheet as a brand new row google sheets update lead information if the lead is already in our spreadsheet, we update their existing row with any new info they've provided, like which new campaign they're interested in now that you have an overview of the whole process, let’s get started! we will walk through the following steps to build the {{scenario singular lowercase}} create your connection and configure the linkedin lead forms module prepare your google spreadsheet and configure the google sheets search rows module split the flow with a router and configure the first route using the google sheets add a row module configure the second route using the google sheets update a row module test the {{scenario singular lowercase}} step 1 create your connection and configure the linkedin lead forms module a log in to your {{product name}} account and click + create a new scenario in the top right corner to go to the {{scenario singular lowercase}} builder linkedinleadforms newscenario png b click the + button , type linkedin lead forms in the search box, and choose the second response module, watch form responses (acid) c if you have not configured any connection, click add and create a new connection , following the steps in establish the connection with linkedin lead forms in make above d select the ad account urn you used for your campaign e select the lead form urn you want to monitor for new submissions f click ok g test the module to do so, fill in your linkedin form with test data, then return to your {{scenario singular lowercase}} , right click the module, and select run this module only you will see the result of the submission in the module log now, let’s add a google sheets search rows module step 2 prepare your google spreadsheet and configure the google sheets search rows module you will need a new spreadsheet configured to store information about your leads a create a new google spreadsheet called linkedin leads b add the following titles to the first row date of submission, first name, last name, email, campaign names linkedinleadforms googlesheetssample png c in your {{scenario singular lowercase}} , click on the + button to the right of the linkedin module you created, type google sheets in the search box, and choose the search rows module d in the spreadsheet field, select linkedin leads , the new spreadsheet you just created e in the sheet name field, select sheet1 f for the filter , select email and for the value choose equal to and drag & drop the email address field from the previous module g click ok h test the {{scenario singular lowercase}} to do so, you need to first reset the linkedin lead forms watch form responses module this is necessary because the module searches for new form responses right click the linkedin module, select choose where to start , select all , then click ok linkedinleadforms step2h gif now, run the full {{scenario singular lowercase}} by clicking on the run once button in the bottom left corner you will see that both modules are executed if you select the pop up at the top right of the google sheets search rows module, you will see “ total number of bundles 0 ”, which means that the contact hasn’t been found this is the expected behavior since the spreadsheet is empty linkedinleadforms googlesheets step2h png now, we want to split the {{scenario singular lowercase}} into 2 routes the first route will be used to add the new lead into the spreadsheet if it doesn’t already exist in the document the second route will be used to update the row of an existing lead in the spreadsheet step 3 split the flow with a router and configure the first route using the google sheets add a row module a hover on the right side of the google sheets search rows module and click on the + button select flow control , then router linkedinleadforms step3a gif now, we want to add a module to create a new lead in the google spreadsheet if it doesn’t already exist b click on the + that appears on the gray empty module in the top right of the make, select google sheets , and then select the add a row module c configure the module, selecting the spreadsheet name and the sheet name you want to work with, and then dragging & dropping the fields into the relevant columns the following image shows you how to map the fields from linkedin to the columns in your spreadsheet note that we also use the now {{product name}} variable this is the current date linkedinleadforms googlesheets step3c png let’s set up the filter to tell the {{scenario singular lowercase}} that we want to use this route only if the lead was not found in the google sheets search rows module d click the tool icon that appears between the router and the google sheets search rows module, then select set up a filter e enter a description in the label field f for the condition field, drag & drop the total number of bundles from the google sheets search rows module then for the related operator , select numeric operators equal to , type 0 , and click ok we have now configured the filter to go to the google sheets add a row module only if the google sheets search rows module didn’t return any result (0 bundles) now, let’s set up the other route we want it to update the row in the spreadsheet if the lead was found step 4 configure the second route using the google sheets update a row module a click the + that appears on the gray empty module in the bottom right of the make, select google sheets , and then select the update a row module b configure the module, selecting the spreadsheet name and the sheet name you want to update, and then dragging & dropping the fields into the relevant columns note the following we have to tell what row number we want to update this information comes from the google sheets search rows module we don’t need to map the email of the lead, since we already have that information we only map the fields that may need an update for the campaign names column, we want to keep the list of campaigns the lead had already subscribed to, and add the new one that’s why we have to map the campaign names coming from the google sheets search rows module, and then add the new one from the linkedin lead forms watch form responses module linkedinleadforms step4b png the last step is to add a new filter to let the {{scenario singular lowercase}} know that we go to the update a row module only if we found a lead in the spreadsheet one simple way to do this is to configure the filter to be a fallback this means that we will execute the google sheets update a row module only if we didn’t go through the first route in the {{scenario singular lowercase}} c click the tool icon that appears between the router and the google sheets update a row module, then select set up a filter d enter a description for the label field e select yes for the fallback option, and click ok the {{scenario singular lowercase}} is ready! let’s test it step 5 test the {{scenario singular lowercase}} reset the linkedin lead forms watch form responses module (as previously done in step 2 above) and click run once to run the full {{scenario singular lowercase}} since it’s the first time you are adding the lead into the spreadsheet, your {{scenario singular lowercase}} will go to the top module ( google sheets add a row ) linkedinleadforms googlesheets step5fullscenario png your spreadsheet will now have a new row with all the information coming from your linkedin form linkedinleadforms googlesheets step5 png reset the linkedin lead forms watch form responses module again, and run the {{scenario singular lowercase}} you will now see that the {{scenario singular lowercase}} executed the lower route ( google sheets update a row ) linkedinleadforms step5 updaterow\ gif the spreadsheet will now have the campaign name listed twice in this tutorial, we are testing with the same data twice; that’s why we have the same campaign name listed again of course, if you use the {{scenario plural}} on real campaigns, the names will be different since your leads will submit forms from different campaigns linkedinleadforms googlesheets step5 2 png