Updated March 2024
We know that your LinkedIn outreach, connection and engagement strategy doesn’t exist in a vacuum.
For many, LinkedIn is just one aspect of a wider sales and marketing strategy and process - that incorporates other social media channels, email, digital events etc. All leading to the holy grail of a 360 degree view of your prospect that will help qualify who’s really interested and get you the sale.
Dux-Soup itself is moving in this more holistic direction with the launch of our new Funnel Flow LinkedIn lead management tool and the ability to now run multiple, concurrent LinkedIn campaigns.
But we know that, in addition to this, many of you want to bring your LinkedIn activity into an all encompassing CRM - both to direct your LinkedIn activity better and enrich your prospect data.
Dux-Soup Turbo and Salesforce
Salesforce is probably the best known cloud-based customer relationship management (CRM) service in the world. And guess what, with Dux-Soup Turbo you can set up your LinkedIn processes to integrate with Salesforce - so you can stay organised and keep track of your new connections and messages.
Cool eh!
In this blog, we will show you step by step how to set up Salesforce CRM with Dux-Soup Turbo using Zapier.
Specifically, we’ll show you how to:
- Create a record of a new contact in Salesforce using Dux-Soup
- Add a new task in Salesforce once you receive a message on LinkedIn
- Automatically add new 1st-degree connections to Salesforce
So - keep on reading!
Note: This can also be achieved with our Cloud plan, as Cloud also offers CRM integration.
Setting up your Salesforce account
Before linking your Dux-Soup Turbo with Salesforce, you will need to set up your Salesforce account.
You will need to add new fields into Salesforce to assist with setting up an integration with Dux-Soup.
Here are the steps:
Logon to your Salesforce environment and go to Sales, Contacts so that you have your list of contacts on the screen:
Open one of the contacts and in the top right hand corner, click on the Setup icon and select Open Advanced Setup:
This opens up a section where you need to select Object Manage tab and scroll down the labels to choose Contact:
Go to Fields and Relationships on the left hand side and select New from the top right:
You will need to add 2 new custom fields separately:
- LinkedIn ID (select Text; maximum 20 characters)
- LinkedIn URL (select URL)
Press the Next button in the bottom right hand corner, provide the appropriate labels: LinkedIn ID or LinkedIn URL (note the Field Name populates automatically)
Press Next, confirm the security levels, press Next again chose to have the data added to your layouts:
Click "Save and New" to add the second custom field, LinkedIn URL:
It should look like this:
Now your Salesforce account is ready to be linked with Dux-Soup Turbo.
Create a new Contact during the Dux-Soup auto-visit
1. Make a new Zap and select your Trigger as Dux-Soup app and New profile Visit Event:
Then click Continue and select your account:
2. You can now select a filter for your trigger:
You can choose between the following 4 options for events:
- Include all events
- Only include events from 1st degree connections (connected profiles)
- Only include events that include an email address
- Only include events from 1st degree connections with an email address
During auto-visit, Dux-Soup will collect emails for free for your 1st-degree connections or you can use Dux-Soup points if you want to collect emails for 2nd or 3rd degree connections.
For example, you can select the filter to include only events that include an email address and click Continue, select a record and Continue with the next step.
3. Set up your Action event by selecting the Salesforce app and the "Create Record" event:
Choose your account and click to Continue.
In the Salesforce Object field, choose Contact and fill in the fields as your prefer:
Make sure you also select the following fields for:
- Linkedin: Profile ID
- Linkedin URL: Profile URL
4.Test your Zap and turn it on.
You will find your contacts in the Contacts tab in Salesforce.
Add a new task in Salesforce once received a message on LinkedIn
1. Create another Zap, select your trigger as Dux-Soup and New LinkedIn Message event as the Event:
Select your account and continue.
2. Add your first Action by selecting the Salesforce app and Find Record event:
Select Contact as your Salesforce Object and select LinkedIn ID as the field to search by and Profile ID as the search value:
If the record is not found, enable the option to Create Salesforce Record if the option doesn't exist yet. FIll in the fields as you prefer:
3.Add another Action and select Salesforce app, but at this time, choose “Create Record” as an action event:
Choose your Salesforce account and move further to set up a new Task action as Salesforce Object. Make sure you use a Salesforce ID in a name field that can be found in Find Record in Salesforce option.
Fill in fields as you prefer, for example for Subject you can choose the field "when the message was received"
In the Description, select the "Message text" option.
4. Test your Zap and turn it on.
Your Zap sequence should look like this:
Results:
Messages show up as tasks:
If you don't have the Tasks tab, you can simply add it by clicking the Edit button:
Select the Tasks option and click on Add 1 Nav Item
Messages also show up on individual contact’s page:
Automatically add new 1st-degree connections to Salesforce
1. Create a new Zap and select your Trigger as Dux-Soup app and New LinkedIn Connection as the event:
2. Add your Action as Dux-Soup app and Visit profile as the event:
Continue and add the Profile URL to visit.
3. Test your step and add the second Action by selecting Salesforce app and the Create Record event:
Choose your Salesforce account and move further to set up a new Contact action as Salesforce Object. Make sure you use data from fields that can be found in New Linkedin Connection Event option:
4. Fill in all the desired fields with data and test your Zap.
Your Zap sequence should look like this:
You will find your new connections in the Contacts tab in Salesforce.
Receive more LinkedIn hacks from Dux-Soup
We’ve shown you how to integrate Dux-Soup Turbo with Salesforce.
Why not Sign up for our blog to immediately receive more LinkedIn tips and tricks as they are published!
If you're not a Dux user and want to explore more then check out our packages and plans. The good news is that Salesforce integration requires our premium Turbo plan, which is handily available on a 14-day free trial - why not try it out today.
Good luck and Happy Dux-ing!
PS: If you’ve got any further questions, feel free to contact Dux-Soup Support at info@dux-soup.com - we always welcome comments, suggestions or feedback.
