GTG CRM에서 LinkedIn 광고 계정을 연결하고, CRM으로 리드를 자동 동기화하는 Lead Gen 캠페인을 생성하며, 전환을 추적하고 성과를 관리하는 방법을 단계별로 안내합니다.
GTG CRM 팀 · Product Team
2026년 6월 14일
목차
This guide will help you run LinkedIn ads directly within GTG CRM from A to Z: connect your LinkedIn Ads account, create campaigns (including Lead Gen forms that automatically sync leads to CRM), select existing posts to sponsor, track conversions, clone campaigns, and handle billing hold alerts.
For B2B businesses, marketing agencies, and lead-gen teams, this is the way to consolidate the entire process of running ads → capturing leads → leads into CRM → sales follow-up → measuring conversions into a single interface, alongside Facebook Ads and Google Ads.
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Prerequisites: - You are logged into GTG CRM and have access to the Marketing → Ads module. - You have a LinkedIn Ad Account and administrative (admin) access to the Company Page linked to that account.
Before creating a campaign, you need to connect your LinkedIn Ad Account to GTG CRM.
Result: Your LinkedIn Ads account is linked and you can start creating campaigns. This account will appear alongside Facebook and Google channels in the Ads interface.
💡 Access Permissions: The LinkedIn account used for connection must be an admin of the Company Page, and that Page must have an active ad account. If authorization fails, disconnect and reconnect.
The LinkedIn campaign creation wizard begins by selecting an objective — this objective determines the ad formats and subsequent optimization methods.
Result: After selecting the objective, the system will pre-filter valid ad formats for the next step.
💡 If your primary goal is B2B lead generation and direct lead entry into CRM, select Lead Generation and refer to Step 4 to build your Lead Gen form.
Choose an ad format that suits your objective. Depending on the objective, available formats may include:
| Format | When to Use |
|---|---|
| Single Image | Basic sponsored ads with an image, headline, description, and CTA button |
| Carousel | Multiple image cards within a single ad — tell a product/service story |
| Video | Sponsored video content |
| Document | Post PDFs/slides for viewers to browse directly in their feed (whitepapers, case studies) |
After selecting the format, click continue to proceed to the ad content configuration step (Details).
Result: The selected format will determine the content fields you need to fill in the next step.
With the Carousel format, you build multiple image cards, each telling a part of your product's story.
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Result: The Carousel ad with CTA has been previewed to match its live appearance — minimizing surprises when it goes live.
This is the most valuable feature when running LinkedIn Ads in GTG CRM. Applicable when you select the Lead Generation objective in Step 2.
Lead Gen Forms allow prospects to fill in their information directly on LinkedIn (pre-filled from their LinkedIn profile), and leads will automatically sync to CRM — no need for Excel exports or manual imports.
Steps:
Result: When prospects fill out the form on LinkedIn, leads will automatically flow directly into your CRM within seconds, ready for automated nurturing (sending emails, notifying sales, assigning to pipelines).
💡 Lead Sync: Leads are synced in real-time via webhooks and are deduplicated by email before creating/updating contacts. If you suspect a missed lead, use the Sync Leads button for manual synchronization. You will also receive notifications for new leads.
📄 Privacy Policy: LinkedIn requires Lead Gen forms to have a privacy policy URL. GTG CRM provides a ready-made clause regarding the collection and processing of lead data from LinkedIn for your reference when configuring the form.
No need to build ads from scratch — with suitable formats, you can sponsor an organic post that is "live" on your LinkedIn Page.
Result: The ad uses an existing post; the post's existing engagement (likes, comments, shares) is retained by the sponsored ad.
LinkedIn offers powerful professional data targeting capabilities, which are excellent for B2B.
Configure your audience based on criteria such as:
Result: Your ads will reach the right target B2B customer segments (e.g., the correct decision-makers, in the right industries).
The final step of the wizard is to configure the budget and run time.
Note: The currency displayed will match the currency of your LinkedIn ad account.
Result: Once completed, you can publish the campaign to start running.
If your LinkedIn Ad Account is on a billing hold — for example, if your payment method needs attention — the wizard will display an alert during the campaign creation process.
💡 Thanks to this alert, you'll know immediately why your ads aren't running, rather than wasting time troubleshooting.
To know which ads are truly driving valuable actions (sign-ups, purchases, downloads), you need to set up Conversion Rules.
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Result: When a contact in CRM completes the tracked action, the conversion event is sent to LinkedIn (via a matching mechanism based on email). Conversion data typically appears in LinkedIn Campaign Manager after 24–48 hours.
💡 This allows you to know which ads are generating deals and optimize your budget accurately, rather than guessing.
When a campaign is performing well, you can quickly copy its structure instead of rebuilding it from scratch.
Manage Draft Campaigns: With LinkedIn, you can select and delete draft campaigns in bulk directly from the campaign list to keep it tidy.
Note: A cloned campaign starts with zero performance history — it is a completely new campaign.
Result: You can quickly reuse effective structures, reducing setup time for new campaigns.
After the campaign is running, monitor and adjust to optimize results.
Result: You make optimization decisions based on real data — pausing underperforming ads and investing more in effective ones.
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