Purpose of This Feature

This article explains how to use LinkedIn URLs and CRM data to run Acquisition campaigns in Growth-X, sync collected data back to your CRM, and maintain accurate lead management.

CSV with LinkedIn URLs: How It Works

This feature allows you to seamlessly upload a CSV file containing LinkedIn profile URLs to run Acquisition Campaigns in Growth-X. Here's how it functions:

Create a new Acquisition campaign and select CSV as the source

The file must include valid LinkedIn profile URLs for each lead.

Format: Create your CSV, add the first column naming it linkedin_url, and under it list out all the LinkedIn profile URLs
(e.g. http://linkedin.com/in/mickeymouse) of the people you would like to reach out to.

Important: Acquisition and Nurturing CSVs

When exclusion functions (e.g., excluded companies) are removed from live campaign details, the CSV prospects are rescanned. This updates the 'Campaign Potential' and 'To Be Outreached' columns, and invites are sent accordingly👇🏻.

Automated Matching:
- Once the CSV is uploaded, Growth-X's system automatically matches the provided LinkedIn URLs with the respective LinkedIn or Sales Navigator accounts.
Campaign Execution:
- The bot sends connection requests to the matched LinkedIn profiles, streamlining outreach efforts and ensuring targeted engagement.

This feature ensures a simple and efficient process for launching Acquisition Campaigns with accurate lead targeting based on LinkedIn URLs.

Pro Tip: Always verify that your LinkedIn URLs are correctly formatted and active to maximize campaign success.

CSV with CRM IDs: How It Works

This option allows you to run LinkedIn campaigns using the provided CSV and update the original CRM lead with additional data gathered by Growth-X.

Here's how it functions:

Step 1: Export CSV from Your CRM

Export a CSV file from their CRM (e.g., Salesforce) containing:
- LinkedIn profile URLs (linkedin_url).
- CRM Identifiers (crm_id) for each lead.
  - Format example

linkedin_url	crm_id
http://linkedin.com/in/lkhachatryan	00Q3t0000025I3AZEA0

Note: The crm_id may vary depending on the CRM:

Salesforce: Unique alphanumeric IDs (e.g., 00Q3t0000025I3AZEA0).
HubSpot: Usually the lead's email address.

Step 2: Upload the CSV to Growth-X

Navigate to the Campaign Manager in Growth-X.
Select CSV Campaign and upload the file.
Initiate an Acquisition campaign.
Growth-X sends connection requests to the LinkedIn profiles listed in the file.

Step 3: Campaign Execution

Upon connection acceptance, Growth-X gathers additional data (e.g., name, email, company).
The collected data is automatically mapped to the crm_id provided in the CSV.

Step 4: Sync Data Back to Your CRM

Growth-X provides a "New Connections and Prospects" API endpoint.
Use this API to retrieve enriched data, including:
- New connections
- CRM Identifiers (crm_id)
- Additional collected details (e.g., email, company)

Integration with Salesforce

Example Workflow:

Campaign Execution:
- Growth-X sends a connection invite to lkhachatryan.
- Once accepted, Growth-X gathers additional data (e.g., email, company) and maps it to the original CRM_ID (00Q3t0000025I3AZEA0).
Data Sync Using Zapier or API:
- The API provides all new connection details.
- Clients can automate data sync using:
  - Zapier to push data back to Salesforce.
  - Custom scripts that call the API and update CRM records.

Final Output in Salesforce:

The original lead in Salesforce is updated with enriched data, avoiding duplication.

Zapier Integration Example

Workflow:

Trigger: New Connection in Growth-X.
Action: Update the lead in Salesforce using the CRM_ID.

Outcome:

The lead in Salesforce is updated with:
- New data collected from Growth-X campaigns.
- Accurate mapping using the CRM_ID.

If you have any questions or need assistance, feel free to message us within the app or email us at help@growth-x.com.

Happy Growing!

The Growth-X Team

Acquisition Campaigns Using LinkedIn URLs and CRM IDs (CSV file)