Set up and create conversions using Zapier

Last updated: 2 weeks ago

When you connect to Zapier, you set up workflows called Zaps that stream conversions data to LinkedIn.

Here's a tip

Starting April 2, 2024, you can send conversions to LinkedIn from Zapier and Zapier third-party integrations for free, subject to Zapier’s terms and conditions. Learn more about this offer in the Zapier Help Center.


We recommend reviewing Zapier’s quick start guide before setting up your integration.

Prerequisites

In your Zap editor, the first app in your trigger setup can be any supported conversion data source that you are using to trigger a conversion. The second app in your action setup must be LinkedIn Conversions.

To send conversions data from Zapier: 

Step 1: Select Zapier as your source 

  1. Sign in to Campaign Manager. 

  2. If you need to switch accounts, click the account name in the upper-left corner of the page and select the correct account name from the dropdown. 

  3. Click Analyze on the left menu, then click Conversion tracking

  4. Click the Create conversion dropdown menu and select Conversions API or CSV conversion.

  5. Select Zapier, then click Next step.

Step 2: Create a conversion rule

  1. Name your conversion rule. This name will only be visible in Campaign Manager. 

  2. Click the Define the key conversion behavior you want to track dropdown menu and select a behavior (for example, Download or Sign up). 

  3. Optional: Below Set the value of the conversion, add a monetary value for your conversion. 

  4. Click the dropdown menus below Clicks and Views to select a time frame for when your clicks and views can be counted.

  5. Below Select the attribution model to specify how each ad interaction is credited, use the dropdown menu to select either:

    • Last Touch - Each campaign
    • Last Touch - Last campaign 
  6. Click Next step

Step 3: Choose the campaigns you want to track with the conversion  

  1. Select the checkboxes next to the campaigns where you’d like to apply your conversion. 

    • To find a specific campaign, use the search bar at the top or filter using the Campaign status dropdown menu. 
  2. Click Create

Step 4: Create a Zap in Zapier and associate it with the conversion rule

After you’ve created your conversion in Campaign Manager, you must go to the Zapier website to complete setting up your conversion and to stream data to Campaign Manager.

Important to know

You must complete this step for every new conversion rule you create.

  1. Use the Zapier set up instructions to create a Zap in Zapier and associate a conversion rule.

  2. Choose the conversion rule name you created in step 2 above.  

You can also connect other partners using Zapier. Learn more about how to integrate a third-party partner with Zapier. You can integrate: 

  • HubSpot 
  • Salesforce 
  • Marketo 
  • ActiveCampaign 
  • Dynamics 365 
  • Pipedrive 
  • Zoho

Step 5: Check the status of your conversion

After you’ve created the Zap in Zapier and are now streaming data to the conversion rule, you can check the status in Campaign Manager to help ensure that it’s set up correctly and receiving data. 

  1. On your Conversion Tracking page in Campaign Manager, find your conversion rule. 

  2. Check the Status column. 

  3. If the status is Unverified, check that your connection is set up correctly in Zapier and that the conversion events are being sent to LinkedIn. 

Here's a tip

The time it takes for the status to update depends on the type of conversion. Check the status based on the typical frequency of the conversion event.

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