LinkedIn is the world's largest professional network, with more than a billion members and the richest B2B audience data of any social platform. Businesses use it to share content from Company Pages, run Lead Gen Forms inside ads, and build relationships through messaging. Connecting LinkedIn to WellPlan pulls Lead Gen Form submissions into the CRM in real time, optionally schedules Company Page posts, and lets workflows respond to new leads with email, SMS, or task assignments. LinkedIn signals stop falling through the cracks the moment a campaign ends.
Features
Common use cases
Sync LinkedIn Lead Gen Forms into the CRM
A B2B SaaS team runs LinkedIn ads with Lead Gen Forms offering a buyer's guide. Each submission flows into WellPlan instantly, an email delivers the guide, and the lead is routed to an SDR based on company size and seniority pulled from the form.
Nurture event registrants
A consultancy promotes a webinar through LinkedIn Lead Gen ads. Registrants are tagged in WellPlan, added to a reminder sequence by email and SMS, and segmented post-event by attendance so non-attenders get a recording and attenders get a sales follow-up.
Schedule Company Page posts
A marketing agency manages multiple clients' LinkedIn Company Pages. Content calendars built in WellPlan publish on schedule, and engagement metrics route into client reports automatically alongside email and ad campaign performance.
How setup works
- 1Be an admin of the LinkedIn Company Page and/or Ad Account you want to connect.
- 2Open WellPlan's Integrations settings and authorize LinkedIn through OAuth.
- 3Map Lead Gen Form IDs to specific WellPlan workflows.
- 4Test with a sample submission and enable the integration for your team.
Frequently asked questions
Can WellPlan send LinkedIn direct messages?+
LinkedIn restricts InMail and direct message sending through partner APIs. Most automation tools, including WellPlan, focus on Lead Gen Form sync, Company Page publishing, and ad-related workflows rather than personal messaging. Personal LinkedIn messaging is generally a manual activity.
How quickly do Lead Gen Forms sync?+
LinkedIn Lead Gen Form submissions sync to WellPlan in near real time via LinkedIn's API. The exact latency depends on LinkedIn's delivery, but leads typically reach the CRM within seconds, ready for immediate follow-up via email or SMS.
Do I need a Sales Navigator subscription?+
No. Lead Gen Forms run through LinkedIn Ads and do not require Sales Navigator. Sales Navigator is a separate subscription aimed at individual reps for prospecting, and most of its features are not available through external APIs.
Can I post to personal LinkedIn profiles?+
LinkedIn's API supports publishing to Company Pages but has tightly restricted publishing to personal profiles for years. Most personal-profile publishing now happens directly in the LinkedIn app rather than through third-party scheduling tools.