Salesforce CRM integration

You can access Salesforce CRM integration via the STACKED Dashboard → App Connections page.

Once you install the Salesforce CRM connector, STACKED can create Contacts during LinkedIn profile visits or automated drip campaign actions.

Different settings available for Salesforce and STACKED integration

Available filters:

Do not create & update Contacts from profile views

STACKED will not create Contacts in Salesforce.

Create & update Contacts from connected profiles

STACKED will create Contacts only when you manually visit a 1st-degree connection or when STACKED is executing any of the post-connect actions from a drip campaign.

Create & update Contacts from tagged profiles

Choose which tagged LinkedIn profiles STACKED should send to your CRM as new or updated contacts.

  • Use Include tags to specify which tagged profiles should be added or updated in your CRM.
  • Use Exclude tags to prevent specific tagged profiles from being processed.
  • You can also enable the Any tag option to include or exclude all tagged profiles.

Choose which tagged LinkedIn profiles STACKED should send to your Salesforce CRM as new or updated contacts.

Create & update Contacts from connected and tagged profiles

Choose which of your 1st-degree LinkedIn connections STACKED should add or update in your CRM based on tags.

  • Use Include tags to select which tagged connected profiles should be synced.
  • Use Exclude tags to skip specific tagged connections.
  • You can also enable the Any tag option to include or exclude all tagged 1st-degree connections.

Create & update Contacts from all profile views

STACKED will record or update all LinkedIn profiles when you manually visit profiles on LinkedIn or when STACKED runs any drip campaign actions.

Please note that as long as a LinkedIn prospect matches the filter criteria, they will be recorded or updated in your CRM. This applies to manual visits, visits triggered by drip campaign actions, and auto-visits.

Here's how the Contact record created by STACKED looks in Salesforce:

Along with recording Contacts, your STACKED can do the following:

Create Chatter for new LinkedIn connections - add a chatter to the Contact page once the connection request is accepted on LinkedIn.

Create Chatter for LinkedIn messages - add a chatter to the Contact page once the message is received on LinkedIn.

Update Contact after connecting - create or update the contact in your CRM once a connection is made.

STACKED schedules profile visits when you activate 'Update Contact after connecting'. Ensure the Default campaign is enabled on the Drip Campaigns page so the visit action can run and update the Contact in your CRM.

Update the Contact name from LinkedIn - change the contact name in Salesforce to the name on LinkedIn.

Only process enrolled prospects - STACKED will record only profiles that were enrolled in Drip Campaigns.

Different options available on STACKED Salesforce connector.

Account (Company) Creation Process

  • When STACKED creates a Contact record in Salesforce during LinkedIn profile visits, it first checks for an existing Account that matches the LinkedIn Company URL.
  • If a matching Account is found, the new Contact is automatically linked to that Account.
  • If no matching Account exists, STACKED creates a new Account record using the company information available on the LinkedIn profile.
  • For companies without a LinkedIn Company Page, the integration now uses the LinkedIn search URL (displayed when hovering over the company name) instead of a blank “/” value. This prevents the incorrect linking of Contacts to unrelated Accounts.
  • If Salesforce’s native LinkedIn integration is not in use, it is recommended to disable it to avoid confusion or duplicate records.

You can also run STACKED actions directly from CRM, such as: 1) update the contact, 2) message the 1st-degree profile on LinkedIn, 3) enroll the profile in a drip campaign, and 4) send a connection request.

You can also run STACKED actions directly from CRM, such as: 1) update the contact, 2) message the 1st-degree profile on LinkedIn, 3) enroll the profile in a drip campaign, and 4) send a connection request.

The mentioned actions are available if the contact has both the LinkedIn profile URL and LinkedIn ID fields populated after you add a custom STACKED Connector in Salesforce.

Also, you can schedule these actions in bulk by adding custom buttons to the Contacts list.

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