LinkedIn and Salesforce, read together
LinkedIn is where the prospect was found: lead forms, ad clicks and messages that live on the platform. Salesforce holds the pipeline: leads, accounts, opportunities and the activity logged against each. A lead form is filled on LinkedIn, an ad is clicked, a message is exchanged, and days later a contact appears in Salesforce with "source: other", or never appears at all.
Liaison reads LinkedIn and Salesforce together, matches the lead forms, ads and messages to contacts and deals, and tells you which LinkedIn leads were never worked, which deals really came from it, and what each campaign produced in pipeline rather than clicks.
Where LinkedIn and Salesforce disagree
- LinkedIn lead-form submissions that never became contacts in Salesforce, or became them days late.
- Contacts in Salesforce with no source, when LinkedIn knows exactly which campaign brought them.
- Conversations started in LinkedIn messages that no one moved into Salesforce.
- Spend on LinkedIn reported in clicks, while Salesforce measures deals, and nobody joins the two.
- The same person as a LinkedIn lead and a Salesforce contact under a different email.
Questions it answers across both
- “Which LinkedIn leads from the last thirty days are not in Salesforce?”
- “What did each LinkedIn campaign produce in deals and revenue, not clicks?”
- “Which Salesforce contacts came from LinkedIn and have had no touch in two weeks?”
- “Who messaged us on LinkedIn that we never followed up with?”
What Liaison does with LinkedIn and Salesforce
- Matches LinkedIn leads and conversations to Salesforce contacts and lists the ones that were never worked.
- Drafts the missing Salesforce contacts with the LinkedIn source and campaign attached, for you to confirm.
- Flags LinkedIn-sourced deals that have gone quiet to their owner.
- Writes the monthly LinkedIn-to-pipeline summary: leads, contacts created, deals opened, revenue closed.
What it reads and does in each
Liaison across LinkedIn and Salesforce, set up with you, for $629 a month.
- Connects to LinkedIn and Salesforce with access you grant and reads them as one record; nothing is replaced or re-entered.
- Does the routine work in your voice; each kind of work is approved once.
- Answers across both: what LinkedIn says, what Salesforce says, and where they disagree.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison post or message on LinkedIn?
No. It reads the leads, conversations and campaign results you give it access to. Outreach on LinkedIn stays yours.
Will it create Salesforce contacts?
It drafts them with the source attached and waits for your yes on the first batch; after that it creates that kind of contact on its own.
Do I need a lead sync?
Keep one if you run one. Liaison reads both sides after it and finds the leads it dropped.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.