Overview
Your reps work their outreach in LGM, but your single source of truth lives in Salesforce. Instead of copying connection statuses and conversations across by hand, this integration uses Make to do it for you. Three ready-made Make scenarios listen to your LGM activity and write it straight onto the matching Salesforce Contact, creating the Account and Contact first if they don't exist yet. You set it up once, and your CRM stays in sync on its own.
Key benefits
Visibility: See exactly where each prospect sits in your LinkedIn funnel, right on the Salesforce Contact
No manual entry: Connection requests, acceptances, and every message flow into Salesforce automatically
Full context: Each sent message and reply is logged as a completed activity on the contact's timeline
No duplicates: Built-in lookups create an Account or Contact only when one doesn't already exist
What you can do with Salesforce x LGM
The integration is built from three Make scenarios. Each one listens to a different LGM event and updates Salesforce accordingly. Run together, they paint the full LinkedIn relationship lifecycle plus the conversation history on every contact.
LGM event | What happens in Salesforce |
LinkedIn connection request sent | Finds or creates the Account and Contact, then sets |
LinkedIn connection request accepted | Updates the Contact's |
Message sent or reply received | Logs a completed Task (activity) on the Contact with the full message details |
Tip: The three scenarios are designed to work as a set. Enable all of them so a contact moves cleanly from Connection Request Not Sent → Connection Request Sent → Connected, with every message logged along the way.
A note on Make pricing
Every Make plan comes with a monthly allowance of credits, and each module that runs uses one.
That's easy to absorb on a single campaign, but keep it in mind if you plan to run this across many identities and campaigns at once. Volume scales fast, so check your credit usage in Make once your first campaign has been running for a few days, and size your plan from there.
Before you start
You'll need three accounts connected, plus your LGM API key and the right Salesforce access:
A Make account. These scenarios use multiple modules and routers, so a paid Make plan is recommended for ongoing operation volume
A La Growth Machine account with at least one campaign running LinkedIn steps
A Salesforce account with API access enabled and admin rights (see below)
How to get started with Make
1. Create your Make account: Free to get started.
2. Retrieve your LGM API key: Go to All settings → Integrations & API → API :
3. Add an LGM module in Make: Choose an LGM trigger or action, click Create a connection, and paste your API key.
Check your Salesforce access
The Salesforce side has two requirements:
API access enabled: Make connects to Salesforce through its API, and not every Salesforce edition includes it. API access is typically available on Enterprise, Unlimited, Performance, and Developer editions, while Professional edition needs the API access add-on. If you're not sure, check with your Salesforce admin before you start
Admin rights: you'll create two custom fields on the Contact object in Step 1, which requires permission to edit objects in Setup
Note: When you add Salesforce as a connection inside Make, it uses OAuth. You'll log into your Salesforce account and authorize the connection during setup.
Step 1: Create the two custom fields in Salesforce
Two scenarios write to custom fields on the Contact object, so create these first. Use the exact field names and labels below, so you won't have to change anything inside the Make scenarios.
In Salesforce, go to Setup → Objects and Fields → Object Manager → Contact → Fields & Relationships → New, and create both fields.
Field 1: LinkedIn URL
Setting | Value |
Data type | URL |
Field Label |
|
Field Name |
|
Field 2: LinkedIn Relation
Setting | Value |
Data type | Picklist |
Field Label |
|
Field Name |
|
Picklist values |
|
Default value | Connection Request Not Sent |
Important: Set Connection Request Not Sent as the default so every new Contact starts at the right stage. The scenarios then move the value forward to Connection Request Sent and Connected on their own.
Step 2: Import the scenarios into Make
Each scenario comes as a downloadable blueprint at the bottom of this article that you can import into Make. The walkthrough below shows the full import once. The steps are identical for all three.
For each blueprint:
In Make, create a new scenario and choose Import Blueprint
Upload the blueprint file (download links are at the bottom of this article)
Reconnect Salesforce: the blueprint ships with a placeholder connection, so open each Salesforce module and select your own Salesforce connection
Set up the LGM webhook: open the LGM trigger module and create a new webhook. You can connect all your campaigns or only the specific ones you want syncing to Salesforce
Save and switch the scenario on
Note: Connections and webhooks never transfer with a blueprint. You'll always re-bind your own Salesforce account and create a fresh LGM webhook on import. That's expected.
Step 3: The three scenarios
Enable them in this order so each contact's record is built before it's updated.
Scenario 1: Connection request sent
Triggers when: you send a LinkedIn connection request from an LGM campaign.
What it does: looks up the Account by company name (creating it if it doesn't exist), looks up the Contact (creating it if it doesn't exist), then sets LinkedIn Relation to Connection Request Sent. New contacts are created with their name, job title, phone, short bio, and LinkedIn URL.
Before you turn it on: make sure both custom fields from Step 1 exist on the Contact object.
Scenario 2: Connection request accepted
Triggers when: a prospect accepts your LinkedIn connection request.
What it does: finds the matching Contact and updates LinkedIn Relation to Connected. If the contact doesn't exist yet, it's created on the spot.
Note: This scenario assumes the contact already exists from Scenario 1. Running Scenario 1 first keeps your records clean and properly linked to their Account.
Scenario 3: Message sync (sent and replies)
Triggers when: any message is sent or a reply is received in an LGM campaign, across LinkedIn and email.
What it does: finds or creates the Account and Contact, then logs a completed Task on the Contact for each message. The task records the channel and direction (e.g. New LinkedIn Reply), the date, and a description containing the message subject, body, campaign name, and identity.
Tip: Open any synced Contact and check the Activity section, and you'll see the full back-and-forth logged as completed tasks, giving reps the entire conversation history without leaving Salesforce.
Troubleshooting
Nothing is appearing in Salesforce
Confirm the scenario is switched on in Make
Confirm you created a new webhook in the LGM trigger module and selected the right campaigns
Run the campaign action (send a connection request) and check the scenario's execution history in Make
The LinkedIn Relation or LinkedIn URL field isn't updating
Check the custom field names match exactly:
LinkedIn_RelationandLinkedIn_URLConfirm the picklist values are spelled exactly
Connection Request SentandConnected
A contact was created without its company (Account)
This usually means Scenario 2 or 3 ran before the Account existed. Enable Scenario 1 first so the Account and Contact are created together
Salesforce connection errors
Open the affected module and reconnect your Salesforce account. Expired or placeholder connections are the most common cause
Best practices
How records are matched
Accounts are matched on the exact company name, and contacts on first + last name within that account. Keep company names consistent between LGM and Salesforce, otherwise a slightly different spelling will create a separate Account.
Enable all three scenarios
Each scenario covers one stage. Together they give you the complete picture: status plus conversation history. On their own, you only get part of the story.
Start with a single campaign
Connect one campaign first, verify the records land correctly in Salesforce, then expand the webhook to your other campaigns.
Keep your field names exact
The scenarios map to LinkedIn_URL and LinkedIn_Relation. If you rename or recreate these fields, update the mapping inside the Make modules to match.
Make it your own
These three scenarios are just a starting point. Once you're comfortable in Make, you can build your own on the same LGM triggers: sync to other objects, trigger when lead status changed, and more. The possibilities are endless.
FAQs
Do I need a paid Make plan?
Do I need a paid Make plan?
These scenarios use several modules and routers per run, so a paid Make plan is recommended to handle the operation volume comfortably. You can test on a free plan with a small number of leads first.
Do I have to create the custom fields before importing?
Do I have to create the custom fields before importing?
Create them first. Two of the scenarios write to LinkedIn_URL and LinkedIn_Relation on the Contact object, and they'll error if those fields don't exist. If they're not mapped on the Make scenario, map them manually.
Will this create duplicate accounts or contacts?
Will this create duplicate accounts or contacts?
The scenarios look up the Account and Contact before creating anything, and only create a record when no match is found. Keeping your company names consistent between LGM and Salesforce gives the cleanest matching.
Can I sync only some of my campaigns?
Can I sync only some of my campaigns?
Yes. When you set up the LGM webhook in each scenario, you choose whether to connect all campaigns or only specific ones.
Does the message sync cover email as well as LinkedIn?
Does the message sync cover email as well as LinkedIn?
Yes. Scenario 3 logs both LinkedIn and email messages, sent and received, as completed tasks on the contact's activity timeline.
I found an issue, what do I do?
I found an issue, what do I do?
This is a first version, so please flag anything unexpected to your LGM contact. Details about which scenario, which campaign, and what you expected to happen help us fix it fast.




