At ABC Marketing Company, our client leads paid media and her mission is simple: show the impact of LinkedIn Ads on real business outcomes.
But there was a problem. Despite solid campaigns and a healthy stream of leads, none of it was showing up in the sales data. Attribution? Gone. Tracing conversions? Impossible.
“The sales team was bypassing the lead records and going straight into opportunities. We couldn’t tie any of it back to LinkedIn.”
Her goal was to create a smooth flow from LinkedIn Lead Gen Forms into their CRM (Microsoft Dynamics), and ultimately track conversions automatically. But cracks quickly appeared. Zapier could only see some of the necessary fields. Dynamics wasn’t exposing custom fields like External Lead ID. And worse—most opportunities didn’t even have an email address, which is critical for LinkedIn conversion tracking.
“I tried mapping the External Lead ID to connect the dots,” she said, “but those values just aren’t there when we need them.”
She hit a wall, until a single insight shifted everything:
What if we flagged broken records the moment they were created?
She built filters in Zapier to skip opportunities with missing emails and avoid botched reporting. Then she layered in Slack alerts to notify the team when a key field was missing.
Suddenly, she had visibility. She could intervene. She could fix attribution upstream before the lead data disappeared.
“Now I know what to ask the CRM team for. I can show the gaps and get them filled.”
The Client
And that's a win.
Today, she’s leading the charge on making performance marketing measurable in environments where CRMs and sales teams don’t always play by the book.
Her story is a reminder to every marketer:
The tools won’t solve it alone. You need a system, a few clever filters—and the courage to ask the hard questions.
Need support setting this up? We can help!
Maximize your LinkedIn advertising ROI with seamless integration between LinkedIn Lead Gen Forms, Microsoft Dynamics, and Zapier. Let our experts help you build reliable attribution tracking and automated workflows—book a call with us today!
A misconfigured pagination parameter caused 5,000+ duplicate time entries in a QuickBooks automation. Here's how we diagnosed and fixed the STARTPOSITION bug.
Stop using email to manage client workflows. See what modern clients expect and how a boutique advisory firm used a client portal to cut follow-ups and scale.
Learn the crawl-walk-run methodology for automation projects. Discover why starting simple beats building the perfect system, with real consulting examples from 400+ implementations.