Upload a new user into LinkedIn Matched Audiences from a new lead in Insightly CRM
Upload a new user into LinkedIn Matched Audiences from a new lead in Insightly CRM
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About
This template regularly checks for new leads in Insightly CRM and uses the retrieved information to upload new users into LinkedIn Matched Audiences.
For the best performance, your contacts should have these fields filled out:
- First name
- Last name
Having the contact associated with company information 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 companies to an audience by their names.
Adds users to an audience by their IDs.
Attaches an uploaded list file to a list upload audience.
Creates a new list upload audience.
Creates a new audience.
Creates a new object of a selected type.
Deletes an audience by its ID.
Retrieves the details of an audience by its ID.
Removes companies from an audience by their IDs.
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