Using the LinkedIn Lead Form Submitted Workflow Trigger

About the LinkedIn Lead Form Submitted Trigger

This workflow trigger automatically enrolls a contact into a workflow the moment they submit a LinkedIn Lead Gen form that is connected to your CRM. It allows you to instantly respond to new leads, assign them to team members, create opportunities, and launch automated follow-up sequences based on the data they provided.

How It Works

The trigger activates as soon as a LinkedIn Lead Gen form submission is received by your CRM. It then creates or updates a contact record with the submitted data and enrolls that contact into the workflow where the trigger is configured.

Configuring the Trigger

To set up this trigger, you must first navigate to your workflow builder.

1. Go to Automation → Workflows and click Create Workflow.
2. In the workflow builder, hover over the + Add button and select Add Trigger.
3. In the trigger selection panel, search for and select LinkedIn Lead Form Submitted.
4. Give your trigger a clear, descriptive name in the Workflow Trigger Name field.

Adding Filters

Filters allow you to control which form submissions enroll in the workflow. Click Add filters to begin.

• Page Filter: You can filter by the specific LinkedIn Page that owns the Lead Gen form. Select Page from the field list, choose the Is operator, and then pick your Page from the dropdown menu. This ensures only submissions from that Page will proceed.
• Custom Field Filters: If you have mapped form data to custom fields in your CRM, you can also filter based on those values. Use the search box in the filter picker to find your custom fields.

All filters you add work on an AND logic, meaning a submission must meet all the filter conditions to trigger the workflow.

Prerequisites and Setup

Before this trigger will work, you must complete the following setup:

• Ensure the LinkedIn Lead Ads integration is connected in your CRM's settings, with access to the correct LinkedIn Page and Ad Account.
• Have at least one published LinkedIn Lead Gen Form for the connected Page.
• Plan your field mapping—determine which form fields (like Email, Phone, Company) will map to standard or custom fields in your CRM.

Workflow Settings Recommendations

When using this trigger, consider adjusting these workflow settings for optimal performance:

• Allow Re-entry: Enable this setting during testing or for campaigns where a lead might submit a form more than once. Disable it if you only want the workflow to run on the first submission.
• Stop on Response: An optional setting that can be used to pause automated nurture sequences if the lead replies to a message.
• Use the workflow's Execution Logs to verify that leads are enrolling and moving through the automation correctly.

Testing Your Trigger

After configuration, it's important to test that everything is working.

1. In LinkedIn Campaign Manager, submit a test lead using the connected form.
2. In your CRM, check the Contacts section to confirm a new contact was created or an existing one was updated with the mapped data.
3. Go to your workflow's Enrollment History or Execution Logs to verify the trigger fired and any subsequent actions ran.
4. If the test lead did not enroll, review your filter settings and adjust as necessary.

Common Questions

Do I have to use the Page filter?

No, filters are optional. However, using the Page filter is a best practice to scope your workflow to leads from a specific LinkedIn Page, preventing unwanted enrollments.

How does the CRM handle duplicate leads?

The system will attempt to match new submissions to existing contacts based on identifiers like email or phone number. If a match is found, the existing contact record is updated. If not, a new contact is created. It's important to manage your deduplication preferences.

What if a lead resubmits the form?

This is controlled by the Allow Re-entry setting in your workflow. If enabled, a new submission will re-enroll the contact. If disabled, only the first submission will trigger the workflow.

Can I filter by the specific LinkedIn form used?

Direct filtering by form name is possible only if that data is mapped to a field in your CRM, such as a custom field. Otherwise, you can use the Page filter and add conditions later in the workflow to separate leads from different forms.