Popular automations
What you can automate with Plutio + LinkedIn Lead Gen Forms
LinkedIn Lead Gen Forms capture contact data at the moment someone engages with your ad. Without a connection to a client management tool, those leads sit in Campaign Manager until someone manually exports them. Connecting LinkedIn Lead Gen Forms to Plutio through Zapier routes every new response directly into Plutio as a contact, task, or project. Below are the workflows freelancers and agencies build most often with this integration.
Create contacts from new form responses
When a LinkedIn member submits a Lead Gen Form attached to your campaign, Zapier picks up the response and creates a new person in Plutio with the lead's name, email, company name, and job title. The contact exists in Plutio before you open Campaign Manager, and every field comes from LinkedIn's verified profile data so name and email are typically accurate.
Create follow-up tasks from high-intent leads
A contact in Plutio without a next step tends to get lost. Adding a "Create Task" step to the same Zap means every new form response creates a follow-up task assigned to you with a due date set by formula. The task title includes the lead's name and company so you know exactly who to follow up with and where they work, without opening a second tab.
Route leads by campaign or form name
When you run multiple LinkedIn campaigns targeting different services, a Zapier "Filter" or "Router" step separates leads by campaign name or form name. A lead from your "web design" campaign goes to one Plutio task board, a lead from your "SEO audit" campaign goes to another. Each lead arrives in the right place without any manual sorting.
Assign leads to team members by role
For agencies where different account managers handle different industries or service lines, a new Lead Gen Form response can create a Plutio task assigned to the right team member based on the lead's job title or company size. Leads from director-level contacts go to senior account managers, leads from smaller companies go to junior staff, and no one needs to forward a spreadsheet row to make that happen.
Log leads against existing client projects
When an existing client submits a Lead Gen Form for a new service line, the response can flow into their existing Plutio project as a task rather than creating a duplicate contact. A Zapier filter checks the email against a known list and routes accordingly: existing clients land in the right project, new leads get a fresh contact record.
Start project boards from qualified leads
For leads where the form includes a custom qualification question (such as "What's your timeline?" or "What's your budget?"), you can use the answer to trigger a more advanced Zap. A lead with a confirmed budget can create a full Plutio task board with standard onboarding tasks pre-loaded, so the project setup starts the moment the form is submitted.
How do I turn LinkedIn leads into Plutio contacts?
Set up a Zap with LinkedIn Ads' "New Lead Gen Form Response" trigger and Plutio's "Create Person" action. Every time someone submits a Lead Gen Form attached to your campaign, a new contact appears in Plutio with the lead's name, email, company, and job title.
The trigger fires instantly through a webhook the moment LinkedIn registers the form submission. Zapier receives the lead's full name, email address, current employer, job title, and the name of the form and campaign that generated the response. You map each field to the matching Plutio contact property, and the contact appears before you open your ads dashboard.
Custom questions you added to the Lead Gen Form (such as "What service are you interested in?" or "How did you hear about us?") also pass through to Zapier as available fields. Map a custom answer to a Plutio contact note or task description to carry that context forward without losing it inside Campaign Manager.
The form name and campaign name both pass through to Zapier as mappable fields, so you can add a contact tag in Plutio using the campaign name. Filtering by "LinkedIn - [Campaign Name]" in Plutio later shows you exactly which ad spend generated which clients.
What LinkedIn Lead Gen Form data flows into Plutio
- First name and last name mapped from LinkedIn profile to Plutio contact fields
- Email address from the LinkedIn account, typically a work or primary personal email
- Company name pulled from the member's current employer on their LinkedIn profile
- Job title from the member's current position on LinkedIn
- Form name and campaign name so you can track which ad drove each lead in Plutio
- Custom question answers from any qualifying questions you added to the Lead Gen Form
How do I create follow-up tasks from LinkedIn leads?
Use LinkedIn Ads' "New Lead Gen Form Response" trigger with Plutio's "Create Task" action. Each form submission creates a task in Plutio with the lead's name, company, and a follow-up due date set by formula in Zapier.
The task title can pull the lead's first name and company name directly from the LinkedIn response data: "Follow up with [First Name] from [Company]" gives whoever picks up the task the context they need without switching to a second tool. The task description can include the lead's email, job title, and the campaign name so the source is always visible.
You set the due date in Zapier as a formula relative to when the trigger fires. A 4-hour window creates urgency for high-intent leads. A 1-day formula gives a reasonable buffer for lower-priority responses. B2B sales data consistently shows that contacting a lead within the first hour of submission increases close rates significantly compared to waiting a day or more.
For agencies running LinkedIn campaigns on behalf of clients, map each Zap to the client's specific Plutio project. Leads from a client's campaign arrive as tasks inside that client's project rather than in a general unassigned list, so the right person sees the right lead without any forwarding or re-assigning.
Task setup options
- Task title: "Follow up with [First Name] from [Company]" using LinkedIn response fields
- Task description: Job title, email address, form name, campaign name, and any custom question answers
- Due date: Formula in Zapier (4 hours, 1 day, or next business day from the trigger time)
- Assigned to: You or a specific team member based on the lead's job title or campaign
How do I connect Plutio to LinkedIn Lead Gen Forms?
The connection runs through Zapier. You choose "LinkedIn Ads" as the trigger app (not the generic "LinkedIn" app), pick the "New Lead Gen Form Response (Sponsored Content)" trigger, connect your LinkedIn Ads account, and map the lead fields to Plutio.
Before you start, confirm you have an active LinkedIn Ads account with at least one Lead Gen Form attached to a running campaign, a Zapier account on the Starter plan or higher (LinkedIn Ads is a premium Zapier app and won't appear in the free plan), and a Plutio account (the free trial gives you full access to every feature).
Step by step
- Step 1: Log into Zapier and click "Create a Zap."
- Step 2: Search for "LinkedIn Ads" in the trigger app search. Select "New Lead Gen Form Response (Sponsored Content)" as the trigger event. Connect your LinkedIn Ads account when prompted.
- Step 3: Pull test data from a recent form submission in your account so Zapier can display the available fields (first name, last name, email, company, job title, form name, campaign name, custom answers).
- Step 4: Add Plutio as the action. Choose "Create Person" to create a new contact or "Create Task" for a follow-up task.
- Step 5: Connect your Plutio account, map the LinkedIn fields to the matching Plutio fields, run a test to confirm the contact or task creates correctly, and turn the Zap on.
Search for "LinkedIn Ads" in Zapier, not "LinkedIn." The generic LinkedIn app handles posts and company page actions. LinkedIn Ads handles Lead Gen Form responses. Picking the wrong app means the Lead Gen Form trigger won't appear in the list.
How much does Plutio + LinkedIn Lead Gen Forms + Zapier cost?
The tools cost $48.99 per month plus LinkedIn ad spend. LinkedIn Lead Gen Forms come with any LinkedIn Ads account at no extra charge. Zapier Starter runs $29.99 per month. Plutio Core starts at $19 per month.
LinkedIn Lead Gen Forms pricing
Lead Gen Forms come with any LinkedIn Ads account at no additional subscription cost. You pay for the ads themselves on a cost-per-click or cost-per-impression basis. B2B cost per lead on LinkedIn typically ranges from $35 to $100 or more depending on your target audience, industry, and ad format. LinkedIn requires a minimum daily campaign budget of $10. No extra fee applies for enabling Lead Gen Forms on a campaign.
Zapier pricing
LinkedIn Ads is a premium Zapier app, so the free Zapier plan does not support the trigger. Zapier Starter costs $29.99 per month (or $19.99 per month billed annually) and includes 750 tasks per month, multi-step Zaps, and access to all premium apps. For higher lead volume, the Zapier Professional plan at $73.50 per month includes 2,000 tasks per month.
Plutio pricing
Plutio's Core plan starts at $19 per month and covers CRM, projects, tasks, invoicing, contracts, and proposals. The Pro plan at $49 per month adds time tracking, client portals, and custom automations. Both plans support the Zapier integration fully. Plutio also offers a 14-day free trial with access to every feature.
Bottom line: Zapier Starter ($29.99/month) + Plutio Core ($19/month) = $48.99 per month in tool costs, plus your LinkedIn ad budget. The ad spend is variable. The integration itself costs under $50 per month regardless of how many leads come through your campaigns.
What if my LinkedIn Lead Gen Forms sync breaks?
Check Zapier's task history first. Every Zap run shows a status (success, error, or filtered) and an error message pointing to which step failed and why.
LinkedIn Lead Gen Forms integrations have a few quirks specific to the LinkedIn Ads platform. Most failures come from an expired account connection, a Zapier plan that no longer covers premium apps, or no test data available to validate the trigger. Here are the most common issues and how to fix them.
Common issues and fixes
- "LinkedIn Ads" app not visible in Zapier: Searching for "LinkedIn" instead of "LinkedIn Ads" returns the generic LinkedIn app, which does not include the Lead Gen Form trigger. Search specifically for "LinkedIn Ads" and the trigger will appear.
- LinkedIn authorization expired: Your LinkedIn Ads account connection in Zapier expires periodically. Open the Zap, click the LinkedIn Ads trigger step, and reconnect your account. Re-run a test after reconnecting to confirm the connection works.
- No test data available: The LinkedIn Ads trigger requires a real form submission to generate test data. If no one has submitted your form recently, submit a test response yourself using a secondary LinkedIn account, then return to Zapier and pull the updated test data.
- Zap paused after plan downgrade: If your Zapier account dropped below Starter, Zaps using premium apps pause automatically. Upgrade back to Starter or higher to resume. Leads that arrived while the Zap was paused won't retroactively process.
Disconnecting the Zap does not delete anything in Plutio. Contacts and tasks already created stay exactly where they are. You can reconnect anytime by turning the Zap back on or building a new one from scratch.
