Before you begin: This article outlines the steps for connecting a LinkedIn Business Manager Account to a TapClicks-supported CRM. This step is required to use the LinkedIn Business Reports Instant On Connector.
Instructions:
Business Manager Account
1] If you don’t already have a LinkedIn Business Manager Account, create one by following the steps here.
Connect the CRM
| Note: Currently, only Salesforce and Dynamics 365 can be connected to TapClicks via Business Manager. Additional CRM platforms, such as HubSpot, will be supported in the future. A list of objects and fields imported from CRMs can be found here. Marketers must ensure API access is enabled in their CRM to retrieve these objects. |
Connect Salesforce CRM
| Note: It is recommended to use a Salesforce Integration User. |
2] Verify that the API Enabled box is checked in your Salesforce profile.
3] Enable CRM sync for all features using credentials with View or Read-only permissions for the objects and fields imported from Salesforce.
| Note: CRM connectivity in Business Manager is supported via OAuth. |
4] Sign into Business Manager to connect your CRM. (An Admin role in Business Manager is required to complete this step.)
5] In the left side menu, click Settings.
6] Under App Integration, expand the CRM connection section by clicking the arrow.
7] Under Establish a new connection, click the Connect button next to your CRM provider (i.e., Salesforce).
8] Log in with your Salesforce account from the authentication prompt.
| Note: Data may take up to 72 hours to appear in LinkedIn. |
App Integration (Connecting to TapClicks)
| Note: Marketers can grant their reporting platform application access to Business Manager data by following these steps. |
9] Sign into Business Manager (An Admin role is required to connect your reporting platform application.)
10] In the left side menu, click Settings.
11] Under App Integration, expand the Business Integrations section by clicking the arrow.
12] Under Add Business Integrations, locate your reporting platform provider in the list of available partner platforms, then click Connect next to it.
13] Review the permissions granted to your reporting platform application, then click Accept & Continue.