LinkedIN/Salesforce Integration

• All leads that are entered via forms in Linked are entered into Salesforce as either a person account (real estate agent) or a new lead.
• Because LinkedIn does not currently have an integration between person accounts and Salesforce, we found a workaround by using a 3rd party tool: Zapier.
• All leads and accounts (real estate agents) are entered as a new row into this Google Sheet using a Zapier (Zap) created by Rolando’s team.
• The integration team (Vihavibi’s team) has implemented the following Google Sheet > Salesforce integration:

Persons

• Any new row with the word ‘Broker’ in the Campaign name will be entered as a person (Real Estate Agent).
• The following info is collected through Zapier:
  • Campaign Name (req)
  • First Name (req)
  • Last Name (req)
  • Email (req)
  • Job Title
  • Company Name
  • DRE License (max 10 digits)
  • Phone Number
• No neighborhood of interest is added at this level

Consumer

• Any new row with the word ‘Consumer’ in the Campaign name will be entered as a lead.
• Each lead will require one single neighborhood of interest to be added.
  • Campaign Name (req)
  • First Name (req)
  • Last Name (req)
  • Email (req)
  • Neighborhood (Passed as hidden field)

The integration runs every three hours starting at 12:00am.