LinkedIn Software Application for Selling More Efficiently
FREE TRIAL

Get full attribution of LinkedIn sales activities within Salesforce CRM.

Finally, you can fully integrate all of your LinkedIn activities – not just InMails and Notes – to Salesforce CRM.

Imagine that your Salesforce Leads, Contacts, Accounts, and Opportunities all had a timeline showing all of the LinkedIn activity that they took on social media.

This level of integration has never been possible before. Third-party integrators, and the out-of-the-box integration packages don’t even come close.

Connect Salesforce + LinkedIn

Nimble B2B Revenue Teams Use Aware

Demand Drive uses Aware Linked In Social Selling Software
SearchLight.ai uses Aware Linked In Social Selling Software

Key Integration Benefits

The Aware LinkedIn/Salesforce integration opens up creative revenue operations techniques that have until now only been possible with an enormous amount of data entry work.

Finally, you can show off the results of your LinkedIn program to your board, drive more customer referrals, and run engagement-based demand gen campaigns.

Here’s what you’ll have:

Reporting in LinkedIn

LinkedIn Activity Reporting in CRM

Easily build a Salesforce dashboard showing how much LinkedIn activity each rep on your team is doing – including direct messages, connections made, comments left, profile views received, and any other relevant activity.

Full Social Selling Attribution

Shed some light on Dark Social. Begin to understand which of your employees’ LinkedIn presences are driving the most revenue. Go beyond Likes and Comments, and establish attribution at the Opportunity level. See a full interaction timeline of Connections, Post Engagements, and DMs exchanged, interspersed with the traditional log of emails and customer meetings. Understand which of your team’s LinkedIn Posts drove the most leads, to optimize content marketing.

Job Changes Right In CRM

Easily contact prospects who have changed jobs recently and become a good fit prospect for you at their new role. Because decision makers spend a large percentage of their budget in the first 90 days, this is a fantastic tactic that tends to convert over 3X as well as traditional cold outreach.

Hyper-Personalized Ads and Call Lists

Pull lists of top prospects that have engaged with a particular Competitor, to customize your outreach messaging. Or, easily build ad audiences that target people who engage with a particular influencer, or who repeatedly engage with your company’s staff, in minutes.

Referrals from LinkedIn

Customer Referral Amplification System

Find out which of your net-new prospects have a relationship with your top Customers, to drive referrals. Pull call lists of these prospects and hand them to your sales team, to easily name-drop one of your Customers that the prospect has engaged with.

How It Works

Before setting up the LinkedIn / Salesforce integration, keep the following in mind:

  • The people on your team whose LinkedIn activities we will be integrating to Salesforce must have an active license of Sales Navigator on their LinkedIn accounts
  • Your Contact and/or Lead objects must have a Field on them that has the person’s LinkedIn Profile URL. If you don’t have this, talk to us and we can easily enrich your CRM with this data!

Get Started

1. To set up the integration, first sign up for a free trial of Aware by clicking here

2. Configure your targeting filters: Account Geography / Industry / Company Size, and Prospect Title / Seniority / Department
Note: we won’t sync activities to Salesforce with people that do not fit your prospecting criteria as you define it within the app

Configure your LInkedIn Feed for Salesforce

3. Add your list of Customers, Competitors, industry Influencers, and Advocates (champions), that you want to monitor

Configure Influencers

4. Head to the Integrations > Salesforce section of Aware

5. Map the LinkedIn fields to your Contact and Lead Object fields

Contact Mappings for Aware

6. Configure advanced settings, such as whether you want us to create Lead objects for you if the person doesn’t already exist in CRM

Advanced Salesforce Inputs

7. Save your settings

8. We’ll now sync all of the relevant LinkedIn activity data on your prospects and your sales team, to CRM as Tasks.

9. Run whatever reports you would like, or contact us for examples and templates!

Advanced LinkedIn Reporting
New LinkedIn Connections
Connect Salesforce + LinkedIn

LinkedIn to Salesforce Integration FAQs

Yes, currently we require you to have Sales Navigator in order to use Aware. If you’re buying for your team and not all of your reps have Sales Navigator, contact us for a custom solution.

Sales Navigator lets you effectively build lists of prospects, and gives you access to LinkedIn’s proprietary data set. But it was not built with social selling productivity in mind. Think of Aware as a superpower on top of Sales Navigator: a much deeper Salesforce sync, many more types of useful alerts than Sales Nav alone, and much more actionable. Sales Navigator = List Building Tool; Aware = Social Selling Action Platform.

No, Aware does not automate activity for you. We believe in using LinkedIn to build authentic, high-quality B2B relationships. Using automation tools to message prospects is typically not effective.

If you’re interested in using Aware for Hubspot, please contact us! It’s on our roadmap.

You need to have a field on your Leads and Contacts called “LinkedIn Profile URL”, and that field needs to be filled in for the integration to work. Don’t have that? No problem! We offer data enrichment and implementation services to enrich your CRM with this data.

Nope! We’re just fans of what they’ve built and are interested in leveling up the social selling profession.

Nope! You can pick from any or all of the following interaction types:
  • Customer changed jobs
  • Prospect engaged with Customer’s post
  • Prospect engaged with Advocate’s post
  • Prospect engaged with Competitor’s post
  • Prospect engaged with Influencer’s post
  • Prospect engaged with your rep’s post
  • Prospect viewed your rep’s profile
  • Customer published post
  • Influencer published post
  • Advocate published post
  • Rep sent/received message to/from Prospect
  • Prospect accepted Rep’s connection request

We create a Salesforce Completed Task object for each of the interactions above. These Tasks are created on the relevant Contact or Lead object with a LinkedIn Profile URL that matches. You can customize which ones you want logged, and which ones you don’t.

TAKE THE GUESSWORK OUT OF SOCIAL SELLING

Integrate

Get all of your LinkedIn data into Salesforce.

Get Insights

Know what LinkedIn activity is driving pipeline.

Empower Sales

Hold your team accountable to social selling metrics.
START TODAY