This article will explain the step-by-step setup and CRM integration to track the revenue impact of LinkedIn ads
Preconditions
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Must have a LinkedIn Business Manager account set up with your organization, ad accounts, and Pages claimed
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Must be an Administrator in your Business Manager to enable CRM sync.
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CRM systems supported: Salesforce, Microsoft Dynamics 365 or HubSpot
Setup Steps
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Sign in to LinkedIn Business Manager as an Admin. Link
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Navigate to the Revenue Attribution Report tab or menu within Business Manager.
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Click Connect CRM.
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Fill in the required authentication details as per prompts.
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Submit connection. Wait up to 72 hours for CRM data synchronization
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(Optional) In Settings, confirm the CRM opportunity fields used for reporting to ensure accuracy
Report Access and Configuration
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Once synced, open the Revenue Attribution Report to see metrics including:
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Topline Metrics: Revenue won, ROAS, pipeline amount
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Funnel Metrics: Influenced leads, open opportunities, closed-won opportunitie
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Conversion Metrics: Lead conversion rate, opportunity win rate, average deal size, average days to close.
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