Connecting LinkedIn Profile & Page (Social Posting)

Do you want to connect your LinkedIn profile and page to your CRM? Look no further! In this section, you'll learn how to easily connect your LinkedIn for Social Posting!

Connecting your LinkedIn account

If you have yet to make any connections with social media accounts, look no further than the LinkedIn icon in the wizard which features the convenient ‘connect’ button. It offers a fast and simple way to set everything up.

LinkedIn overview
LinkedIn overview

On the other hand, if you already have an account connected (bravo!), click on the setting option, marked by a gear icon, in order to initiate the setup process. When prompted, add in your desired LinkedIn profile/Page(s).

Note: Remember that for a successful pair up between Social Planner and your personal LinkedIn account, ensure that your LinkedIn account is recognized as a 'super admin' of the respective Page you chose.

Click on the Social Planner button
Click on the Social Planner button
Click on the Connect a new LinkedIn page and profile button
Click on the Connect a new LinkedIn page and profile button

Log in to your LinkedIn Profile

If you are connecting your LinkedIn for the first time in Social Planner, you will be required to provide Lead Connector with permissions to allow successful connection within Social Planner. Click the blue Allow button to give Lead Connector permission to connect your LinkedIn account.

Approve LeadConnector access
Approve LeadConnector access

Select the Profile and Page(s)

Next you will select the LinkedIn Profile and Page(s) you would like to connect to Social Planner.

Once you are fully logged in, you will be able to manage the LinkedIn accounts from the setting icon. Here you will have the ability to add additional LinkedIn connections, or remove a connection completely.

Choose account page and profile
Choose account page and profile

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