Demand Gen
Information about LinkedIn Ads and CRM integrations
26 articles
- Campaign Statuses
- How to Connect Your Company LinkedIn Page to Relevize
- How to Include a Company or Contact List in Your Target Audience (or Exclusion Audience)
- How to Invite a Partner to a Campaign
- How to Personalize (or Turn Off) New Lead Email Notifications
- How to Track Partner Onboarding
- How to Update a Lead's Status and What Each Status Means
- Incentive FAQs
- Partner Onboarding
- Target Audience FAQs
- How to Submit a Campaign RequestUse a campaign request when you need the Relevize Digital Strategy and Design teams to create new campaign assets, such as images and ad copy. This article explains how to…
- How to Review and Approve a CampaignWhen your campaign is ready, you can review ads, audience targeting, and emails directly in the platform. This guide walks you through where to find your campaign, what to confirm…
- Connect HubSpot to Relevize (Beta)
- How to edit the "created from" source in Hubspot
- How to Setup Zapier Webhook
- Salesforce Connector Troubleshooting
- Connect Salesforce to Relevize
- Set up Salesforce Opportunity fields for Relevize Deal RegistrationAdd three custom Opportunity fields so your team can send deals to partners from Salesforce. Relevize writes the deal ID and stage back. OAuth connection is a separate step.
- Connectors Data: What does Relevize Access?
- How to map Relevize fields to CRM fields
- How to finda a Salesforce Lead by ID
- How to get Salesforce Campaign ID
- Hubspot Permissions Details
- How to add leads to a Hubspot List