How to Share LinkedIn Lead Gen Form Leads to Slack Channel Using Pabbly Connect

Learn how to integrate LinkedIn Lead Gen Forms with Slack using Pabbly Connect. Follow this detailed tutorial to automate lead sharing seamlessly. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To share LinkedIn Lead Gen Form leads to a Slack channel, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website at Pabbly.com/connect. If you are an existing user, click on the ‘Sign In’ button. New users can easily create an account by clicking on ‘Sign Up for Free’ and will receive 100 free tasks upon registration.

Once logged in, navigate to the dashboard where you can see various applications. Click on ‘Access Now’ for Pabbly Connect. This will take you to the workspace where you can create a new workflow for integrating LinkedIn lead generation forms with Slack.

2. Creating a Workflow in Pabbly Connect

Now that you are in Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, name it something relevant, like ‘LinkedIn Leads to Slack’. This will help you identify the workflow later.

Next, you need to set up the trigger for your workflow. Click on the trigger application and select ‘LinkedIn Lead Generation Forms’. Choose the event as ‘New Lead Generation Forms Response’. This event will check for new leads every 10 minutes, ensuring timely updates to your Slack channel.

• Select LinkedIn Lead Generation Forms as the trigger application.
• Choose the event ‘New Lead Generation Forms Response’.
• Confirm the polling interval of 10 minutes.

After setting the trigger, click on ‘Connect’ to link your LinkedIn account with Pabbly Connect. Follow the prompts to authorize the connection, ensuring you can receive leads from your LinkedIn forms.

3. Selecting the Lead Form in LinkedIn

Once you have connected LinkedIn to Pabbly Connect, you will need to specify which lead form to use. In your LinkedIn account, navigate to the Campaign Manager and access the ‘Assets’ section. Click on ‘Lead Generation Forms’ to view your created forms.

Select the lead form you want to use for this integration. Make sure the form contains the necessary fields like first name, last name, email, and phone number. This ensures that all relevant lead information is captured and sent to your Slack channel.

• Navigate to Campaign Manager in LinkedIn.
• Click on ‘Assets’ and then ‘Lead Generation Forms’.
• Select the relevant lead form for integration.

After selecting the form, return to Pabbly Connect and finalize the setup by confirming the form name in the integration settings.

4. Setting Up Slack Integration in Pabbly Connect

With your LinkedIn lead form selected, the next step is to set up the action application, which is Slack. In Pabbly Connect, choose Slack as your action application and select the action event as ‘Send Channel Message’. This will allow you to send the lead information directly to your chosen Slack channel.

Click on ‘Connect’ to establish a connection with your Slack account. You will need to authorize Pabbly Connect to access your Slack workspace. Choose the user token type to ensure that messages can be sent correctly. Once authorized, you can select the specific channel where you want to send the lead notifications.

Select ‘Send Channel Message’ as the action event. Authorize Pabbly Connect to access your Slack account. Choose the Slack channel for lead notifications.

After setting up the channel, you can customize the message format to include lead details such as name, email, and phone number. This ensures that your team receives all relevant information in a clear format.

5. Testing the LinkedIn to Slack Integration

To ensure that the integration works correctly, it’s important to test the workflow. In Pabbly Connect, click on ‘Save and Send Test Request’. This will simulate a lead submission and show how the data appears in Slack. After submitting a test lead, check your Slack channel to confirm that the message was received.

Keep in mind that Pabbly Connect checks for new leads every 10 minutes. Therefore, to see real-time updates, submit a lead through your LinkedIn form and wait for the next polling interval. After 10 minutes, return to Slack to verify that the lead information has been successfully posted.

Click ‘Save and Send Test Request’ in Pabbly Connect. Submit a test lead through your LinkedIn form. Check Slack after 10 minutes for the lead notification.

Once you confirm that the integration is working, you can rely on Pabbly Connect to automate the process of sharing LinkedIn leads with your Slack team effectively.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate LinkedIn Lead Gen Forms with a Slack channel. By following the steps outlined, you can automate the sharing of lead information, ensuring your team stays updated in real-time. This integration enhances communication and efficiency in handling new leads.