How To Trigger Workflows Based on Lead Form Submissions From LinkedIn in HighLevel

• Step 1: Connect LinkedIn to Go High Level
• Step 2: Configure Field Mapping
• Step 3: Create Automation
• Example Workflow
• Customizing Your Workflow
• Conclusion

I’m going to show you how to connect LinkedIn to your Go HighLevel account to seamlessly integrate lead form information. This integration allows you to automate lead management directly within Go High Level. Let’s dive in.

Step 1: Connect LinkedIn to Go High Level

1. Access Settings:
   • Start by logging into your Go HighLevel dashboard.
   • Navigate to the settings menu located at the bottom left of your screen.
2. Go to Integrations:
   • In the settings menu, click on “Integrations.”
   • Scroll down to find LinkedIn and connect your account.
3. Select Ad Accounts:
   • Once your LinkedIn account is connected, click on “Select Ad Accounts.”
   • If you have multiple ad accounts, choose the one you want to integrate. For this example, I have only one ad account, so I’ll connect it.

Step 2: Configure Field Mapping

1. Field Mapping Configuration:
   • After connecting your ad account, a pop-up will appear to configure field mapping. Click the blue button to proceed.
2. Map Fields:
   • On the field mapping page, select the LinkedIn ad you want to integrate. For this example, I’m using an ad for an AI automation agency.
   • Map the necessary fields such as first name, last name, email address, phone number, company name, and any custom questions.

Step 3: Create Automation

1. Start from Scratch:
   • In the automation section, click on “Start from Scratch.”
   • Name your workflow appropriately. For this example, I named it “AAA Add1 for AI Automation Agency.”
2. Add a Trigger:
   • Add the trigger “LinkedIn Form Submitted.”
   • Apply a filter by selecting the page and operator. For this example, select the “AI Automation Agency” page.
3. Add Actions:
   • Add a Tag:
     • Name the tag “LinkedIn Lead Number One.”
     • Click “Add New Tag” and save the action.
   • Send SMS:
     • Create a brief thank you message for new leads, such as “Thank you! We will reach back to you shortly.”
     • Save the action.

Example Workflow

Here’s a simple automation workflow to manage new leads from LinkedIn:

1. Trigger: LinkedIn Form Submitted
   • Filter: Page is “AI Automation Agency.”
2. Action 1: Add Tag
   • Tag Name: “LinkedIn Lead Number One.”
3. Action 2: Send SMS
   • Message: “Thank you! We will reach back to you shortly.”

Customizing Your Workflow

You can tailor the automation workflow to match your advertising strategy. For example, you might add additional steps like sending follow-up emails, assigning leads to specific sales representatives, or adding leads to a specific campaign.

Conclusion

Integrating LinkedIn with Go HighLevel streamlines your lead management process, making it easier to engage with new leads promptly. By setting up automated workflows, you can ensure that no lead goes unnoticed and that each lead receives timely communication.