How to Send LinkedIn Lead Gen Forms to Salesforce (Step-by-Step)
Send LinkedIn leads to Salesforce automatically. Connect your Page, connect Salesforce, map fields and test it with LeadsNotify in about 5 minutes.
By Akash Mehra
6 min read
Table of contents
Salesforce is the CRM many sales teams run their pipeline in, from the first lead to the closed deal. If you run LinkedIn Lead Gen Forms, sending every new lead to Salesforce automatically saves you downloading files from Campaign Manager and importing them by hand.
This guide shows you how to send LinkedIn Lead Gen Forms to Salesforce with LeadsNotify: connect your LinkedIn Page, connect Salesforce, choose where leads go, and test it. It takes about five minutes.
Why Send LinkedIn Leads to Salesforce?
In Salesforce, a lead that is not in the system does not exist: it has no owner, no assignment rule runs on it and nobody gets a task. Getting ad leads in automatically closes that gap.
LinkedIn leads are often your most valuable leads: decision makers, with company and job title already filled in from their profile. They are also the easiest to lose, because they wait in Campaign Manager until someone remembers to download them.
How to Send LinkedIn Lead Gen Forms to Salesforce (About 5 Minutes)
Before you start, you need: a LeadsNotify account on any plan, free included, admin access to the LinkedIn Page that runs your lead gen forms, and your Salesforce login.
Step 1: Connect Your LinkedIn Account
Log in to LeadsNotify and open Lead sources. Click Sign in with LinkedIn, sign in, and approve the permissions LinkedIn asks for. Your account shows as Connected under LinkedIn accounts. Already connected? Skip to step 2.
Step 2: Create a Notifier and Pick Your Lead Gen Forms
Click Create notifier. In the Source step, choose LinkedIn Lead Gen Forms, select your LinkedIn account and tick one or more lead gen forms. LeadsNotify reads the fields on those forms, such as first name, last name, email, company name and job title.
Only active forms are shown. If a form is missing, check that the form and its campaign are active in Campaign Manager.
Step 3: Choose Salesforce as the Destination
Click Choose destination, find Salesforce in the list (you can search for it) and click the button to connect it.
Step 4: Connect Salesforce
In the Connect step, connect your Salesforce account. There is no key to copy: you sign in to Salesforce and allow access.
- In the Connect step, click the Connect Salesforce button.
- Salesforce opens its login page. Sign in with the Salesforce user LeadsNotify should act as.
- Salesforce asks you to allow access. Approve it and you return to LeadsNotify.
Step 5: Match Your Fields and Save
Once Salesforce is connected, LeadsNotify loads the Salesforce fields available to that user. Match each lead form field to the Salesforce field it belongs in. Make sure required fields in your org, such as Last Name and Company on the Lead object, receive a value.
Save the notifier. It appears under Notifiers, and the green switch means it’s live. The test step shows whether failure alerts are on, so you hear about it if a lead can’t be delivered.
Step 6: Send a Test Lead and Check Lead delivery
Saving the notifier opens Review and test delivery. LeadsNotify cannot create LinkedIn test leads itself, but LinkedIn can, and the test step lists the exact steps for your form.
To send one, open LinkedIn Campaign Manager and choose your ad account, go to Content & Assets > Lead generation forms, click More next to the form and choose Send Test Lead. Fill in a first name, last name and email address you own, then click Send. Later, the ⋯ menu next to the notifier in Notifiers has How to send a test lead with the same steps.
Open the Leads tab in Salesforce (or the object your org uses) and search for the test lead. If the test lead is there with the right details, the notifier is working.
Then open Lead delivery in LeadsNotify. Every attempt is listed with the source, the destination, a status of Delivered or Failed and the delivery time. Our guide to the lead delivery status dashboard walks through every column.
Tips for Getting More From LinkedIn Leads in Salesforce
- API access is included in Salesforce Enterprise, Performance, Unlimited and Developer editions. Professional Edition needs API access added.
- The Salesforce user you connect needs the API Enabled permission. Use a dedicated integration user if your team has one.
- Lead assignment rules in Salesforce then route each new lead to the right rep.
Troubleshooting the LinkedIn Lead Gen Forms to Salesforce Integration
Start with the Lead delivery page. It shows whether each lead was Delivered or Failed, and the failure alert email includes the reason.
| What you see | Likely cause | Fix |
|---|---|---|
| No leads arriving at all | The LinkedIn account shows as disconnected, often after an admin role changes | Lead sources > Sign in with LinkedIn, and reconnect the account |
| Your form isn’t in the form list | Only active forms are shown | Check the form and campaign status in Campaign Manager, then reopen the notifier |
| Leads stopped after you edited the campaign | The campaign now uses a different lead gen form | Edit the notifier and select the new form |
| Salesforce refuses the connection | Your edition has no API access, or the user lacks the API Enabled permission | Check the edition and the user profile with your Salesforce admin |
| Connection blocked with an approval error | Your org only allows admin-approved users to use connected apps | Ask your Salesforce admin to approve the app for your user |
| Record rejected for a missing field | A field required in your org was not mapped | Map a value to every required field, such as Company |
| A delivery shows Failed | Salesforce refused the lead | Open Lead delivery to find the lead, and read the reason in the failure alert email |
Frequently Asked Questions
How do I connect LinkedIn Lead Gen Forms to Salesforce?
Use LeadsNotify. Connect your LinkedIn Page, create a notifier with Salesforce as the destination, pick your lead gen forms, sign in to Salesforce and allow access, then save and send a test lead.
Can LinkedIn leads go to Salesforce automatically?
Yes. Once the notifier is switched on, every new lead from the forms you picked is sent to Salesforce within seconds, with no CSV downloads.
Which Salesforce editions work?
Editions with API access: Enterprise, Performance, Unlimited and Developer include it. Professional Edition can add it.
Do I need to write any code?
No. Everything is set up in the LeadsNotify screens. You only need access to your LinkedIn Page and to your Salesforce account.
Can I send the same lead to Salesforce and another tool?
Yes. Create a second notifier on the same form, for example email alerts or Slack. See every LinkedIn Lead Gen Forms to Salesforce option on our integrations page.
What happens if a lead can’t be delivered?
Keep failure alerts on for the notifier and LeadsNotify emails you when Salesforce refuses a lead. The alert includes the reason. Here’s more on lead failure email alerts.
Which LeadsNotify plans include it?
Every plan, the free plan included. The free plan covers 50 leads a month and 1 notifier. Compare the plans.
Start Sending LinkedIn Leads to Salesforce
Connect your LinkedIn Page, connect Salesforce, pick your forms and save the notifier. Your next lead lands in Salesforce seconds after the form is sent, instead of waiting for a download. Create your free LeadsNotify account and set up your Salesforce notifier today.
Last Updated on October 26, 2026 by Akash Mehra
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