Upload a new LinkedIn Offline Conversion from a new deal in HubSpot CRM
Upload a new LinkedIn Offline Conversion from a new deal in HubSpot CRM
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Apps used in template
About
This template regularly checks for new deals in HubSpot CRM and uses the retrieved information to upload new offline conversions to LinkedIn.
While this template appears to be very complicated, don't be afraid - you mainly need to set up your connections.
Please note that the template will only work when there is an associated contact with your new deal. The template uses contact data of the FIRST associated contact within the deal to create the offline conversion.
For the best performance, your contacts should have these fields filled out:
- First name
- Last name
Having the contact associated with a company in HubSpot will also improve match rates on LinkedIn, however it's not mandatory for this template to work.
The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds contact records that have already been created in the system to a contact list.
Adds a contact to a specific workflow.
Generates bundles with their own structure.
Composes a string for easier mapping of scenarios.
Converts a text from one codepage to another.
Creates a call with the given properties and returns a copy of the object, including the ID.
Creates a communication with the given properties and returns a copy of the object, including the ID.
Creates a company with the given properties and returns a copy of the object, including the ID.
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