How to Sync Leads from LinkedIn Lead Ads to Zoho CRM Automatically Using Pabbly Connect

Learn how to automatically sync leads from LinkedIn Lead Ads to Zoho CRM using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To sync leads from LinkedIn Lead Ads to Zoho CRM automatically, the first step is to access Pabbly Connect. Open your browser and search for Pabbly.com to reach the homepage of Pabbly Connect.

Once on the homepage, you will see options to sign in or sign up. If you are a new user, click on ‘Sign Up Free’ to create an account and explore the software with 100 free tasks each month. If you already have an account, simply click on ‘Sign In’ to access your dashboard.

2. Creating a Workflow in Pabbly Connect

After signing in, you will be directed to the Pabbly Connect dashboard. Here, you need to create a new workflow to facilitate the integration. Click on the ‘Create Workflow’ button located at the top right corner.

You will then be prompted to name your workflow. For this integration, name it ‘Sync Leads from LinkedIn Lead Ads to Zoho CRM Automatically’. After naming, select an appropriate folder to save your workflow, such as ‘Automations’. If you need to create a new folder, you can do so by following the instructions provided in the dashboard.

• Click on ‘Create Workflow’.
• Name your workflow appropriately.
• Select or create a folder for organization.

Once your workflow is created, you will start by setting up the trigger for this automation.

3. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger application. Click on ‘Add Trigger’ and select LinkedIn as your trigger application. Choose the event as ‘Lead Notification’ to capture leads from LinkedIn Lead Ads.

Next, you will need to connect your LinkedIn account to Pabbly Connect. If your LinkedIn account is already connected, select the existing connection. Otherwise, create a new connection by following the prompts to authorize access. Once connected, you will be asked to select the sponsored account from which you want to pull leads.

• Select LinkedIn as the trigger application.
• Choose ‘Lead Notification’ as the trigger event.
• Connect your LinkedIn account to Pabbly Connect.

Once the connection is established, you will need to perform a test submission to ensure the trigger is working correctly.

4. Generating a Test Lead in LinkedIn

To test the integration, generate a test lead in your LinkedIn Lead Ads campaign. Navigate to your LinkedIn Ads Manager and select your campaign. Click on the ‘Lead Form’ you have set up and fill in the required fields, such as email and phone number.

Once you have filled in the form, submit the lead. After submission, return to Pabbly Connect and check for the webhook response. You should see the details of the test lead you just created, confirming that the trigger is working as intended.

Navigate to LinkedIn Ads Manager. Select your campaign and lead form. Fill in the required fields and submit.

With the test lead successfully submitted, you can now proceed to set up the action step in your workflow.

5. Setting Up the Action in Pabbly Connect

For the action step, select Zoho CRM as your action application. Choose the event as ‘Create Contact’ to add the new lead to your Zoho CRM account. Connect your Zoho CRM account to Pabbly Connect by entering your domain and authorizing access.

Once connected, you will need to map the fields from the LinkedIn lead to the Zoho CRM fields. This includes mapping the first name, last name, email, and phone number. After mapping, click on ‘Save and Send Test Request’ to create a new contact in Zoho CRM.

Select Zoho CRM as the action application. Choose ‘Create Contact’ as the action event. Map the fields from LinkedIn to Zoho CRM.

After successfully creating the contact, you can check your Zoho CRM account to verify that the lead has been added correctly.

Conclusion

In this tutorial, we explored how to sync leads from LinkedIn Lead Ads to Zoho CRM automatically using Pabbly Connect. By following the steps outlined, you can streamline your lead management process and ensure that no potential client slips through the cracks. With the power of Pabbly Connect, integrating your marketing efforts with your CRM has never been easier.