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LinkedIn 광고 사용 가이드 - GTG CRM

GTG CRM에서 LinkedIn 광고 계정을 연결하고, CRM으로 리드를 자동 동기화하는 Lead Gen 캠페인을 생성하며, 전환을 추적하고 성과를 관리하는 방법을 단계별로 안내합니다.

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GTG CRM 팀 · Product Team

2026년 6월 14일

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LinkedIn 광고 사용 가이드 - GTG CRM

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.

Overview of LinkedIn Ads in GTG CRM

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.

Key Features

  • Connect LinkedIn Ads Account via OAuth, managing it alongside Facebook Ads and Google Ads.
  • Lead Gen Forms — capture leads directly on LinkedIn, with leads automatically syncing to CRM (Lead Sync).
  • Carousel Ads + CTA picker for each ad, with a preview that matches actual Sponsored posts.
  • Select existing organic posts on your LinkedIn Page to sponsor.
  • Website Conversions Tracking — know which ads are driving valuable actions.
  • Clone campaigns and manage draft campaigns.
  • Billing hold alerts — be notified immediately if your account is on a payment hold.

Detailed User Guide

Step 1: Connect LinkedIn Ads Account

Before creating a campaign, you need to connect your LinkedIn Ad Account to GTG CRM.

  1. Go to Marketing → Ads.
  2. Click Create Campaign (Create Campaign).
  3. In the platform selection window, choose LinkedIn.
  4. Complete the authorization step (OAuth) in the popup window — log in to LinkedIn and grant ad access.
  5. Select the LinkedIn Ad Account you want to use.

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.

Step 2: Select Campaign Objective (Objective)

The LinkedIn campaign creation wizard begins by selecting an objective — this objective determines the ad formats and subsequent optimization methods.

  1. In the wizard, select a suitable objective, for example: - Lead Generation — capture leads directly on LinkedIn using Lead Gen forms. - Website Visits — drive traffic to your website/landing page. - Brand Awareness — maximize impressions. - Website Conversions — optimize for valuable actions (sign-ups, purchases). - Along with other objectives like Engagement, Video Views, Job Applicants.
  2. Click continue to proceed to the format selection step.

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.

Step 3: Select Ad Format (Format)

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.

Create Carousel Ads + Select CTA

With the Carousel format, you build multiple image cards, each telling a part of your product's story.

LinkedIn Carousel Ad

  1. Add image cards for the Carousel ad.
  2. In the CTA picker, select the call-to-action button for the ad (e.g., Sign Up, Learn More, Contact Us).
  3. View the preview that matches actual Sponsored posts directly within the wizard to check how the ad will look before running it.
  4. Set a clear ad name for easy management and future reference.

Result: The Carousel ad with CTA has been previewed to match its live appearance — minimizing surprises when it goes live.

Step 4: (Optional) Create Lead Gen Form — Leads Sync Automatically to CRM

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:

  1. In the wizard (Lead Generation objective), select an existing Lead Gen Form from the list, or click Create Lead Gen Form.
  2. Configure the fields you want to collect (name, email, company, job title, phone number...).
  3. Map the form fields to the corresponding contact fields in CRM.
  4. Set up a thank-you message with a CTA link (if needed).
  5. Save — the form will be automatically linked to the campaign.

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.

Step 5: (Optional) Select Existing Post to Sponsor

No need to build ads from scratch — with suitable formats, you can sponsor an organic post that is "live" on your LinkedIn Page.

  1. In the content configuration step (Details), select the Use Existing Post option instead of creating a new one.
  2. Choose an already published organic post from your LinkedIn Page.
  3. Continue configuring the remaining steps as usual.

Result: The ad uses an existing post; the post's existing engagement (likes, comments, shares) is retained by the sponsored ad.

Step 6: Set Up Targeting

LinkedIn offers powerful professional data targeting capabilities, which are excellent for B2B.

Configure your audience based on criteria such as:

  • Job Title, Job Function, Seniority Level
  • Company Name, Company Size, Industry
  • Skills, Groups, Education
  • Geography, Language

Result: Your ads will reach the right target B2B customer segments (e.g., the correct decision-makers, in the right industries).

Step 7: Set Budget & Schedule

The final step of the wizard is to configure the budget and run time.

  1. Set a Daily Budget and/or a Total Budget if needed.
  2. Choose the appropriate Bid Strategy for your objective (e.g., CPC for Website Visits, CPM for Brand Awareness, CPV for Video Views).
  3. Set the campaign start/end dates.

Note: The currency displayed will match the currency of your LinkedIn ad account.

Result: Once completed, you can publish the campaign to start running.

⚠️ Billing Hold Alert

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.

  • When you see this alert, address the payment issue in LinkedIn Campaign Manager before publishing.
  • If not resolved, the campaign will not run (no ad delivery).

💡 Thanks to this alert, you'll know immediately why your ads aren't running, rather than wasting time troubleshooting.

Step 8: Track Website Conversions

To know which ads are truly driving valuable actions (sign-ups, purchases, downloads), you need to set up Conversion Rules.

LinkedIn Conversion Rules

  1. Go to Marketing → Ads → Conversions.
  2. Click Create Conversion Rule.
  3. Select the conversion type (e.g., purchase, sign-up, download).
  4. Link the rule to one or more campaigns.

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.

Step 9: Clone Campaign & Manage Draft Campaigns

When a campaign is performing well, you can quickly copy its structure instead of rebuilding it from scratch.

  1. Go to Marketing → Campaigns and open the LinkedIn tab.
  2. On the campaign you want to copy, open the (three dots) menu next to the campaign name and select Clone.
  3. A dialog box will appear with a suggested name ("Copy of …") — edit it if desired, then confirm.
  4. A DRAFT of the entire campaign is created (structure, ads, targeting, budget). The draft does not incur any budget costs and has not yet been published to the ad platform.
  5. Open the draft to view/edit, then publish when ready — the original campaign remains unchanged.

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.

Step 10: Monitor Performance & Manage Ads

After the campaign is running, monitor and adjust to optimize results.

  • View performance by ad to see which ads are winning and which should be paused.
  • Track metrics like impressions, clicks, CTR, cost, CPC/CPM, conversions, and cost per conversion.
  • Analyze by LinkedIn demographic data (job title, company, industry, seniority) to see which segments are engaging the most.
  • Adjust ad-set and ad content status directly when needed.

Result: You make optimization decisions based on real data — pausing underperforming ads and investing more in effective ones.

Benefits of Using

  • Leads into CRM instantly — no manual export/import, immediate sales follow-up.
  • Centralized multi-channel management — Facebook Ads + Google Ads + LinkedIn Ads in one interface.
  • Conversion measurement — know which ads generate deals, optimize budget accurately.
  • Fast campaign creation — clone, use existing posts, CTA picker, realistic previews.
  • Reduced operational errors — billing hold alerts, clear ad naming, transparent status.

Who is it for?

  • Marketing Agencies — manage LinkedIn Ads for multiple clients in one place.
  • B2B Businesses — where LinkedIn is a high-quality lead channel.
  • SMBs doing B2B lead-gen — capture leads and automate follow-up without missing opportunities.

Important Notes

  • The LinkedIn account connected needs admin rights to the Company Page, and that Page must have an active ad account.
  • If leads are not syncing, check your Lead Sync configuration and use Sync Leads to compensate; leads are deduplicated by email.
  • Conversion data takes about 24–48 hours to appear; ensure contacts have valid emails and conversion rules are linked to active campaigns.
  • Always address billing hold alerts before publishing — otherwise, ads will not be delivered.

Content belongs to GTG CRM — A comprehensive CRM & Marketing Platform

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