How to Track and Store LinkedIn Leads in Google Sheets with Pabbly Connect

Learn how to automate tracking and storing LinkedIn leads in Google Sheets using Pabbly Connect for real-time analysis. Follow our step-by-step guide. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin tracking and storing LinkedIn leads in Google Sheets, the first step is accessing Pabbly Connect. This platform allows users to automate workflows without any coding skills. Simply navigate to the Pabbly website by typing ‘Pabbly.com’ in your browser.

Once on the site, you can either sign in or create a new account. Existing users should click on the ‘Sign In’ button located at the top right corner. New users can sign up for free and receive 100 tasks monthly, enabling them to explore the features of Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, you will be directed to the dashboard. Here, you can create a new workflow by clicking on ‘Create Workflow’. You will see options for using either the new beta or the classic workflow builder. Select the new beta for a more flexible experience.

• Click on ‘Create’ after naming your workflow.
• Select the folder where you want to save your workflow.
• Ensure the workflow is named appropriately for easy identification.

Once your workflow is created, you will need to set the trigger application. In this case, select ‘LinkedIn’ as the trigger application, which will activate the workflow whenever a new lead is generated.

3. Configuring LinkedIn as the Trigger

With Pabbly Connect, configuring LinkedIn as the trigger is straightforward. In the trigger event, select ‘Lead Notification’ to specify that the workflow should trigger on new leads. Click on ‘Connect’ to establish a connection with LinkedIn.

If you already have a connection, select ‘Save’; otherwise, click on ‘Add New Connection’. You will be prompted to enter your LinkedIn credentials and grant necessary permissions. After establishing the connection, select the sponsored account associated with your LinkedIn leads.

4. Adding Google Sheets as the Action Application

Next, you will configure Google Sheets as the action application in Pabbly Connect. Click on ‘Add New Action Step’ and search for Google Sheets. Choose ‘Add New Row’ as the action event to log lead details into your Google Sheets.

• Connect to your Google account by clicking ‘Sign In with Google’.
• Grant permission for Pabbly Connect to access your Google Sheets.
• Select the spreadsheet you want to use for storing leads.

After connecting, you will map the fields from LinkedIn to your Google Sheets. This ensures dynamic data entry, allowing new lead details to populate automatically as they come in.

5. Testing and Saving the Integration

Once you have mapped all necessary fields, it’s time to test the integration. Click on ‘Save and Send Test Request’ to see if the lead details are correctly added to your Google Sheets. If successful, you will see the new entry in the specified spreadsheet.

This testing phase confirms that the connection between LinkedIn and Google Sheets via Pabbly Connect is functioning correctly. If any issues arise, you can troubleshoot by revisiting your mapping or connection settings.

Conclusion

In this tutorial, we demonstrated how to track and store LinkedIn leads in Google Sheets using Pabbly Connect. By automating this process, you can efficiently manage lead data for real-time analysis. This integration not only saves time but also enhances your lead management strategy.