4 min read

How to Send LinkedIn Lead Gen Leads to Follow Up Boss Instantly

Luke Moulton
Luke Moulton
How to Send LinkedIn Lead Gen Leads to Follow Up Boss Instantly

If you are running LinkedIn Lead Gen Forms, submissions land in LinkedIn Campaign Manager and your agents never see them until someone runs an export. There is no native LinkedIn Follow Up Boss integration to create those leads automatically, so the first call goes out hours or days late, which in a speed-driven business is the same as not calling at all.

This guide shows you how to connect LinkedIn Lead Gen Forms to Follow Up Boss so every submission becomes a new lead in real time, tagged with the right source and ready for your action plans.

Key point: Set the source to LinkedIn during setup. That one field is what makes routing, action plans, and reporting work correctly downstream.

Why You Need a LinkedIn Follow Up Boss Integration

LinkedIn Lead Gen Forms are pre-filled and reach professionals, which makes them strong for high-value lead generation. Without a LinkedIn CRM integration, that advantage is wasted:

  • Speed to lead matters. Responding within 5 minutes makes you far more likely to reach and qualify a lead. Manual exports take hours.
  • No re-keying. Copying leads from LinkedIn into Follow Up Boss wastes agent time and creates errors.
  • Routing fires instantly. A lead created the moment it is submitted can be assigned and action-planned automatically.
  • Accurate source reporting. Tagging the source as LinkedIn lets you measure cost per lead and conversion by channel.

What You Will Need

  • A LeadSync account
  • A LinkedIn account with Lead Gen Form access in Campaign Manager
  • An active LinkedIn Lead Gen Form campaign
  • A Follow Up Boss account

How to Set Up Your LinkedIn Follow Up Boss Integration

The whole setup takes about five minutes.

Step 1: Connect Your LinkedIn Account

  1. Log in to your LeadSync account
  2. Go to Ad Accounts > LinkedIn from the left menu
  3. Click Add LinkedIn Account
  4. Sign in to LinkedIn and authorize LeadSync to access your lead data
  5. Your account appears in the table once connected

LeadSync uses OAuth, so we never see your LinkedIn password. We request only the permissions needed to read Lead Gen Form submissions.

Step 2: Connect Your Follow Up Boss Account

  1. Go to Connections from the left menu
  2. Click Add Connection
  3. Select Follow Up Boss from the dropdown
  4. Enter your Follow Up Boss API key (found under Admin > API in Follow Up Boss)
  5. Name your connection (for example, “LinkedIn Leads to Follow Up Boss”)
  6. Click Update Connection

Step 3: Connect Your Lead Gen Form With Field Mapping

  1. Go to Lead Forms from the left menu
  2. Click Add LinkedIn Lead Form
  3. Select your Ad Account
  4. Select your Lead Gen Form
  5. Select your Follow Up Boss Connection
  6. Set the Source to something clear like “LinkedIn Lead Ads”
  7. Map your fields (see the guide below)
  8. Click Update Notification

Step 4: Test Your Integration

Submit a test lead through your LinkedIn campaign. Within a minute or two the new lead should appear in Follow Up Boss with the correct source and mapped fields. Confirm any routing rule or action plan you expect actually fired.

LinkedIn to Follow Up Boss Field Mapping Guide

Follow Up Boss is built around leads, sources, and assigned agents. Here is how common LinkedIn fields map across:

LinkedIn FieldFollow Up Boss FieldNotes
EmailEmailRequired. Used to match and de-duplicate people.
First NameFirst NamePre-filled from the LinkedIn profile.
Last NameLast NamePre-filled from the LinkedIn profile.
Phone NumberPhoneImportant for agents who lead with a call or text.
Company NameCustom fieldCreate a "Company" custom field if you want to store it.
Job TitleCustom fieldCreate a "Job Title" custom field if you want to store it.
(Set in LeadSync)SourceSet this to LinkedIn so routing and reporting work.

Important: Email matches people in Follow Up Boss, and Source drives your routing and reporting. Get both right and the rest of the automation follows.

What Happens After Leads Sync to Follow Up Boss

Once the Follow Up Boss LinkedIn integration is live, your existing workflow takes over:

  • Lead flow rules assign the LinkedIn source to the right agent or team automatically.
  • Action plans send an instant text and email and create the first call task.
  • Smart lists surface new LinkedIn leads so nothing is missed.
  • Reporting shows cost per lead and conversion for LinkedIn against your other sources.

Troubleshooting Common Issues

Can’t See Your LinkedIn Ad Account?

Make sure your LinkedIn account has admin access to the ad account and Lead Gen Form access in Campaign Manager.

Leads Not Appearing in Follow Up Boss?

  • Email not mapped: Follow Up Boss needs email to create or match a person. Confirm the mapping.
  • Wrong API key: Re-copy the key from Admin > API.
  • No routing rule: The lead may have been created but left unassigned. Check your lead flow rules for the source you set.

Lead Gen Form Not Showing in LeadSync?

Your form must belong to an active or paused campaign to appear. Draft forms that have never run will not show up.

Frequently Asked Questions

Does LinkedIn have a native Follow Up Boss integration?

No. A third-party tool like LeadSync creates the connection and the lead record automatically.

How fast do LinkedIn leads reach Follow Up Boss?

Most appear within 60 seconds of submission.

How do I route leads to the right agent?

Set the source to LinkedIn during the sync, then use a Follow Up Boss lead flow rule to assign that source.

Will action plans run automatically?

Yes. Once the lead is created with the right source, your action plans fire as normal.

Is my data secure?

Yes. LeadSync uses OAuth for LinkedIn and a secure API connection to Follow Up Boss, and encrypts data in transit and at rest.

Start Your LinkedIn Follow Up Boss Integration Today

Stop letting LinkedIn leads go cold in Campaign Manager. With LeadSync, every Lead Gen Form submission becomes a Follow Up Boss lead the moment it is captured, with the right source and ready for your action plans.

Start Your Free Trial

Running Follow Up Boss on other ad platforms too? Here is how to send Facebook, Google Ads, and TikTok leads to Follow Up Boss.

New to LinkedIn ads? Start with our LinkedIn Lead Gen Ads guide and our take on speed to lead, or contact support if you need a hand.

Luke Moulton

Luke Moulton

Luke is the founder of LeadSync and, as a Digital Marketer, has been helping businesses run lead generation campaigns since 2016. See Full Bio ›

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