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How Zapier works

Zapier makes it easy to integrate Salesforce with LinkedIn - no code necessary. See how you can get setup in minutes.

Select a trigger from Salesforce

A trigger is an event that starts your Zap and runs the workflow. For example, with Salesforce, a trigger could be "New Case Attachment."
A trigger is the event that kicks off your automated workflow.

Setup an action from LinkedIn

An action is what takes place after the automation is triggered. For example, with LinkedIn, the action could be "Create Company Update."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Salesforce to LinkedIn

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Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Salesforce to LinkedIn integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Salesforce + LinkedIn integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and LinkedIn

How do I connect Salesforce with LinkedIn using your platform?

To connect Salesforce with LinkedIn through our platform, you need to set up a Zap that includes Salesforce and LinkedIn as apps. You'll be required to authenticate both accounts before you can choose or create triggers and actions specific to your needs.

What triggers are available for Salesforce in the integration with LinkedIn?

Our platform supports a variety of triggers for Salesforce, such as New Lead, New Contact, or Updated Opportunity. You can set these triggers to send information automatically to LinkedIn without manual input.

Can I automate sending LinkedIn messages from Salesforce data?

Yes, it's possible to automate sending LinkedIn messages by using our action feature in the integration. You can pull relevant details from Salesforce records and set a trigger like an Updated Lead to automate message sending via your LinkedIn account.

Are there limitations on the type of data I can transfer between Salesforce and LinkedIn?

While most standard fields in Salesforce are supported, certain custom fields or proprietary data types might not sync directly due to API restrictions on either platform. We recommend checking specific field compatibility during setup.

Do we support syncing contacts between Salesforce and LinkedIn?

Yes, our integration allows you to sync contacts between both platforms. You can use a trigger like New Contact in Salesforce to add those details into your LinkedIn connections list seamlessly.

How do I manage duplicates when syncing contacts from LinkedIn back into Salesforce?

We offer deduplication settings within our integration tools that let you define merge rules or update conditions when similar records are transferred across platforms. This reduces manual cleanup efforts significantly.

Are there any security concerns when integrating my CRM with social platforms like LinkedIn?

We prioritize security by using encryption protocols during data transfer between platforms. Our compliance team ensures that all integrations meet stringent security standards mandated by industry regulations.

Connect Salesforce and LinkedIn to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Salesforce triggers, actions, and search
    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Polling
    Try It
    • History Object
      Required
    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search
    New Lead

    Triggers when a new Lead is created.

    Trigger
    Polling
    Try It
    • Salesforce Object
      Required
    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search
    New Contact

    Triggers when a new Contact is created.

    Trigger
    Polling
    Try It
    • Salesforce Object
      Required
    • Record (Optional)
    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer
    • Salesforce Object
      Required
    Trigger
    Polling
    Try It

Learn how to automate Salesforce on the Zapier blog

Learn how to automate LinkedIn on the Zapier blog

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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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    About LinkedIn
    LinkedIn is the world's largest social network for professionals. Manage your professional identity. Build and engage with your professional network. Access knowledge, insights and opportunities.
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