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.

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