What common use cases?
When you connect Salesforce or HubSpot to Userled, engagement data automatically syncs to your CRM records. This creates a complete picture of how your personalised campaigns influence accounts and deals directly within your existing workflows.
Other common use cases for enriching accounts and contacts with engagement data include:
Account/contact scoring
Prioritised list building for sales activation
Automation workflows triggered by engagement thresholds
General purpose reporting: Engagement overview, Pipeline influence, etc
What Can You Measure?
All the below metrics can be tracked both at the account and contact level, with the exception of LinkedIn engagement which is account-level data only due to LinkedIn's data privacy policies.
LinkedIn Engagement: Accounts engaging with LinkedIn ads
Clicks - Ad clicks from target accounts (7/30/90 day windows)
Impressions - Ad views from target accounts
Engagements - Total LinkedIn interactions
Outbound Activity: Accounts and contacts engaging with personalised outbound content
Sessions - Number of unique sessions
Visitors - Number of unique visitors
Active time - Total active time
Last activity - Last time the account actively engaged
Inbound Activity: Accounts and contacts engaging with personalised website experiences
Sessions - Number of unique sessions
Visitors - Number of unique visitors
Active time - Total active time
Last activity - Last time the account actively engaged
Website Activity: Accounts and contacts engaging with your organic website (no personalisation)
Sessions - Number of unique sessions
Visitors - Number of unique visitors
Active time - Total active time
Last activity - Last time the account actively engaged
Set Up CRM Data Sync
Connect Your CRM: Ensure your CRM is connected
Go to Sync Settings:
Navigate to Integrations → Your CRM
Click Manage
Find Enrich CRM section
Identify Which Data Points to Measure: Select engagement metrics you want to sync:
LinkedIn engagement
Inbound/outbound sessions
Website sessions
Create Custom Fields in CRM:
For example,
LinkedIn_Clicks_7_Days(Number)LinkedIn_Impressions_30_Days(Number)Inbound_Sessions_90_Days(Number)
Complete Field List - Click to Expand
Complete Field List - Click to Expand
LinkedIn Engagement Fields (Number type):
LinkedIn_Clicks_7_Days(Number)LinkedIn_Clicks_30_Days(Number)LinkedIn_Clicks_90_Days(Number)LinkedIn_Impressions_7_Days(Number)LinkedIn_Impressions_30_Days(Number)LinkedIn_Impressions_90_Days(Number)LinkedIn_Engagements_7_Days(Number)LinkedIn_Engagements_30_Days(Number)LinkedIn_Engagements_90_Days(Number)
Website Activity Fields (Number type):
Inbound_Sessions_7_Days(Number)Inbound_Sessions_30_Days(Number)Inbound_Sessions_90_Days(Number)Outbound_Sessions_7_Days(Number)Outbound_Sessions_30_Days(Number)Outbound_Sessions_90_Days(Number)
Asset URL Fields (Single-line text type):
Userled_Landing_Page_URL(Single-line text)Userled_Thumbnail_URL(Single-line text)
Timestamp Fields (Date/Time type):
Last_Userled_Engagement(Date/Time)First_Userled_Engagement(Date/Time)
Note: All engagement count fields use Number type, URLs use Single-line text, and activity timestamps use Date/Time type.
Configure Mappings:
Map each Userled data point to your custom CRM fields
Choose sync to Accounts, Contacts, or both
Click Save and Sync
Data Sync Frequency
Userled syncs data every 24 hours, around 3:00 a.m.