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Connecting LinkedIn Accounts to Lead Gen & CRM

Article: 000050460
Updated: July 16, 2024

Connect a LinkedIn page to your Lead Gen & CRM account in order to create social posts, monitor activity on LinkedIn, and more

Before you can post to your LinkedIn account from within Lead Gen & CRM, you have to connect it via your social media settings.


Article Contents


Users:
Administrators 
Company Managers  
Marketing Managers  
Sales Managers  
Salespersons  
Jr. Salespersons  


Connecting LinkedIn to Lead Gen & CRM

If you are connecting a LinkedIn company page or group, then the username and password associated to that account must have access to that page.

To access social media settings in Lead Gen & CRM and connect LinkedIn, do the following:

  1. Click  Settings in the left toolbar.
  2. Click Social Media, located under Features in the left panel.
  3. Click Add Connection.

     Add a new social media connection
     
  4. Click  linkedin2.png  LinkedIn.

    Select LinkedIn Platform
     
  5. If prompted, log in to LinkedIn.

    Log into linkedin account
     
  6. Click Allow.

    Allow LinkedIn Connection
     
  7. Choose which accounts to connect in Lead Gen & CRM.
  8. Click Done.

    Select LinkedIn account to connect
     

Note: If you change your password, you will need to re-establish your social media connection. 



Disconnecting Lead Gen & CRM from LinkedIn

If you have already connected LinkedIn, deleted the connection, and would like to re-connect and change your settings, you must first remove Lead Gen & CRM as a connected app in LinkedIn.

To remove Lead Gen & CRM as a connected app in LinkedIn, do the following:

  1. Log in to LinkedIn.
  2. Click your profile picture in the top-right corner of LinkedIn.
  3. Select Settings & Privacy in the menu that appears. 
  4. Click Data Privacy.
  5. Select Permitted Services.
  6. Click Remove next to Constant Contact - Lead Gen & CRM.


Deleting Social Media Accounts 

You can delete social media accounts as necessary.

To delete social media accounts from Lead Gen & CRM, do the following:

  1. Click Settings in the left toolbar.
  2. Click Social Media, located under Features in the left panel.
  3. Hover over the social media account and click the  trash.png  Delete icon.

    Delete LinkedIn Connection
     
  4. Click Delete.

    Confirm delete
     

Important: When deleting social media account connections, be aware that the following items associated with this social profile will no longer function:

      Scheduled posts
      Listening feeds
      Content Calendar history
      Automation
      Lead scoring rules



Tokens and Reconnecting

LinkedIn connections are based on tokens. Those tokens expire after 60 days. When they do, you will need to reconnect your account. 

As a preventative measure, email will go out 7 days before the connection is going to expire. The connections in the Social Media Settings page will also display About to Expire.

Social account connection expiring

Scheduling posts more than 60 days in advance runs the risk that your connection will expire before those posts can be published. Constant Contact recommends only scheduling 60 days out to ensure that all posts you schedule are published.

 


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