B2B pipeline playbook

Convert LinkedIn Ads interest into pipeline faster

Capture every LinkedIn Ads lead—from Lead Gen Forms or website conversions—directly in Google Sheets with firmographic data ready for enrichment.

UTM Source: linkedin · UTM Medium: paid_social

Why this channel playbook works

LeadToSheet equips revenue teams with the attribution and company data they need to prioritise outreach. Combine UTMs, job titles, and firmographics in Sheets to measure campaign ROI and speed-to-lead.

Capture job titles and industries

Add HubSpot or custom hidden fields to store LinkedIn profile data alongside UTMs.

Route by account tier

Use Sheets formulas to flag target accounts instantly based on company name or domain.

Notify SDRs automatically

Push enriched rows into Slack or Sales engagement tools for immediate outreach.

Firmographic enrichment

Trigger Clearbit or Apollo enrichment when new LinkedIn leads arrive in Sheets.

ABM prioritisation board

Sync high-intent accounts into Trello or Asana boards straight from your sheet.

Sequence enrollment

Auto-enrol leads into Outreach or Salesloft sequences after qualification rules pass.

Execution checklist

  1. 1

    Capture job titles and industries

    Add HubSpot or custom hidden fields to store LinkedIn profile data alongside UTMs.

  2. 2

    Route by account tier

    Use Sheets formulas to flag target accounts instantly based on company name or domain.

  3. 3

    Notify SDRs automatically

    Push enriched rows into Slack or Sales engagement tools for immediate outreach.

FAQs

Do I need the LinkedIn Ads API?
No. The browser snippet captures website conversions, and our optional webhook mirror handles native Lead Gen Forms.
How do I attribute to buying stages?
Use the captured UTMs, campaign, and creative details in Sheets to calculate stage conversion rates per audience.
Can marketing and sales share the same sheet?
Yes. Create segmented tabs and apply view-only permissions for stakeholders who only need reporting access.

Additional resources