Connect RD Station CRM to LinkedScope to match your deals with LinkedIn Ads and see which accounts reached by your ads turned into pipeline, won or lost revenue. By default, LinkedScope only reads RD Station CRM. It only creates or updates records if you turn on the CRM automations, which import contacts and open deals for new Leads and Spark Prospects.
- Time: 3 minutes
- Who can do it: LinkedScope account owner or admin
- Method: Credential pasted into LinkedScope
- Access: Read; write only with the CRM automations
Before you start
- Owner or admin access to the LinkedScope account, to see the Integrations tab.
- A plan that includes CRM integration. If the card shows a Blocked button, your current plan does not include CRM. Check Settings > Subscription.
- Your LinkedIn Ads account connected. Without it, LinkedScope has nothing to match your CRM data against.
- Access to RD Station CRM (not RD Station Marketing, which is not supported).
- The token of an RD Station CRM admin user. The token inherits its owner’s visibility.
One CRM at a time
Each LinkedScope account connects to one CRM at a time. If another CRM is already connected, the RD Station CRM button is disabled with the message “Disconnect the current CRM to connect a new account”.
Where to find the Instance token
- Open your profile in RD Station CRM
In the upper right corner, click your name and then Perfil (Profile). - Generate the token if there is none yet
On the Meu perfil (My profile) tab, find the Token da instância (instance token) field. If a Gerar Token (Generate token) button shows up, click it. If the code is already visible, move on to the next step.
- Copy the instance token
Copy the code shown in the Token da instância field. That is the value you paste into LinkedScope.
No Generate token button?
By default, only RD Station CRM admins can create API tokens. An admin can allow every user under Your name > Configurações > Preferências (Settings > Preferences), on the Tokens de API (API tokens) tab. Even so, prefer an admin’s token: it sees every deal.
Don’t click Desativar Token
The Desativar Token (Deactivate token) button irreversibly breaks every API or webhook integration of that user, LinkedScope included. A token generated afterwards has a different code, and each integration must be set up again.
Still unsure? See the RD Station’s official guide: generate and view the token (Portuguese).
Treat the credential like a password: don’t share it by email or chat. Anyone with it can access your CRM data.
Connect RD Station CRM
- Open integrations
In LinkedScope, click Settings in the sidebar and open the Integrations tab.
- Paste the Instance token into LinkedScope
On the RD Station CRM card, paste the value into the Instance token field.
- Save
Click Save. When Account connected successfully appears, the integration is active. For security, the field then shows the credential masked.
First sync
Right after connecting, LinkedScope starts importing deals from the last two years. This usually takes a few minutes, longer for CRMs with many records. You can keep using the platform in the meantime.
Configure after connecting
With the CRM connected, these options appear on the Integrations tab.
- Funnels selection: on the RD Station CRM card, choose which funnels are analyzed. By default all of them count, including ones created later. The selector only shows up when there is more than one.
- Deal influence impression threshold: the minimum number of impressions a company must have received before the deal was created for it to count as influenced. The default is 7.
- Deal name fallback matching: when the company domain and name in the CRM don’t match LinkedIn data, uses the deal name as a last resort.
- Sync CRM: LinkedScope syncs automatically Monday to Friday at 03:00 UTC. Use the button to force an update after big changes in the CRM.
To understand how LinkedScope links deals to companies, see CRM integrations: how they work.
What data LinkedScope reads
LinkedScope reads only what it needs to measure LinkedIn Ads influence, considering deals created or closed in the last two years:
| Data | What it is used for |
|---|---|
| Deals | Name, amount, stage, funnel, create and close dates, won/lost status and owner |
| Companies | Name and website of each deal’s company, for company-level attribution |
| Funnels and stages | Configured funnels and stages, to classify pipeline and filter by funnel |
| Users | Name and email of deal owners |
With the automatic contact import on, LinkedScope also reads the name, job title, email, phone and LinkedIn of contacts at companies with deals within the criteria.
Credentials are stored encrypted and are never shown back on screen.
Where the data shows up
After the first sync, RD Station CRM data feeds these areas:
- Pipeline Impact: open, won and lost pipeline from companies reached by your ads, with the list of deals.
- Reached Companies: which companies reached by your ads have deals in the CRM.
- Target Accounts and Spark Prospects: engaged accounts that have not become deals yet, or that are already in progress. Spark Prospects can also use open and won deals as signals.
- Contacts: people imported from companies with deals, with lists by status, pipeline and stage, when the contact import is on.
CRM automations
With RD Station CRM connected, you can turn on two optional automations:
- Import contacts: How to import contacts from your CRM automatically.
- Send new Leads and Spark Prospects: How to send new Leads and Spark Prospects to your CRM.
To send Leads and Spark Prospects, LinkedScope needs write permission in RD Station CRM: the token must belong to an admin user. Without it, the send switches stay disabled in Settings > Account, with a tip to reconnect.
Limited permission alert
After every sync, LinkedScope checks whether the connected user can see every deal. If not, the card shows the pink Limited permission alert and every user in the account gets a notification.
In RD Station CRM: The token owner is not an admin in RD Station CRM and may not see every deal. Replace it with an admin’s token. The alert flags a risk, not proof that data is missing.
Disconnect or switch CRM
- In Settings > Integrations, clear the credential on the RD Station CRM card (the × icon) and click Save.
- CRM data stops showing in reports and syncs stop. Nothing is deleted in RD Station CRM.
- To switch CRMs, disconnect the current one and connect the new one. The funnels selection is kept only if you reconnect with the same credential.
Replace or invalidate the token
- To replace the credential, paste the new token into the RD Station CRM card and click Save.
- If the token was exposed, ask your RD Station CRM admin to generate a new one and update LinkedScope.
Frequently asked questions
I use RD Station Marketing. Can I connect it?
No. The integration reads deals from RD Station CRM. RD Station Marketing has no deals and is not supported.
How long until the data shows up?
The first sync starts right after connecting and usually takes a few minutes. CRMs with many records can take longer. After that, LinkedScope syncs Monday to Friday at 03:00 UTC.
Can I connect two CRMs at the same time?
No. Each LinkedScope account uses one CRM at a time. To switch, disconnect the current one and connect the new one.
Does LinkedScope change anything in my CRM?
Only if you turn on the Lead and Spark Prospect automations in Settings > Account. Then it creates or updates companies and contacts and opens deals in the chosen stage. The analysis, Pipeline Impact and the contact import only read the CRM.
Why aren’t some deals linked to LinkedIn companies?
LinkedScope needs to recognize each deal’s company. Keep the company name and website filled in the CRM. If matches are still missing, turn on deal name fallback matching in Settings > Integrations.
Can I limit the analysis to one business unit?
Yes. Select only that unit’s funnels on the RD Station CRM card. Deals from other funnels stop counting in reports, with no new sync needed.
Need help?
Reach us at [email protected], through the Help menu inside LinkedScope or on our contact page.