How to Save LinkedIn Leads in Google Sheets and Alert Team Using Pabbly Connect

Learn how to seamlessly save LinkedIn leads in Google Sheets and alert your team using Pabbly Connect. Step-by-step tutorial for effective automation. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for LinkedIn Leads

To save LinkedIn leads in Google Sheets, you need to access Pabbly Connect. Start by opening your browser and navigating to the Pabbly Connect landing page by typing ‘Pabbly.com/connect’. This platform allows you to automate workflows without any coding knowledge.

Once on the Pabbly Connect page, you can either sign in if you’re an existing user or sign up for free to explore the features. After signing in, access the dashboard where you can start creating your workflow. Click on the ‘Create a Workflow’ button to begin setting up your LinkedIn integration.

2. Creating the Workflow in Pabbly Connect

Now that you are in Pabbly Connect, you need to create a new workflow. Select the new workflow builder for a modern interface. Name your workflow ‘Save LinkedIn Leads in Google Sheets and Alert Team’ and choose a folder for organization.

Once your workflow is created, you will see the trigger and action setup window. The trigger is what starts the automation, and the action is what happens as a result. Click on the ‘Add Trigger’ button and select LinkedIn as your trigger application. Then, choose ‘Lead Notifications’ as the trigger event.

• Select ‘LinkedIn’ as the trigger application.
• Choose ‘Lead Notifications’ as the trigger event.
• Click ‘Connect’ to set up the connection.

After setting up the trigger, you will need to connect your LinkedIn account to Pabbly Connect. Follow the prompts to log in and authorize the connection.

3. Capturing Lead Data from LinkedIn

With the trigger set, it’s time to test the connection and capture lead data. Click on the ‘Save and Send Test Request’ button. This will prompt you to submit a test lead from your LinkedIn ad campaign. Fill in the required details such as email and phone number, then submit the form.

Once the test lead is submitted, Pabbly Connect will capture the response. Wait a moment for the data to appear in your workflow. You should see all the lead details, including the email address, phone number, first name, last name, and company name.

• First Name
• Last Name
• Email Address
• Phone Number
• Company Name

Now that you have successfully captured the lead data, you can proceed to add this information to Google Sheets.

4. Adding Leads to Google Sheets via Pabbly Connect

To save the lead information in Google Sheets, click on ‘Add New Action Step’ in Pabbly Connect. Select Google Sheets as your action application and choose ‘Add a New Row’ as the action event. Click on ‘Connect’ to establish a link with your Google Sheets account.

After connecting, select the spreadsheet where you want to save the lead details. You will need to map the lead data from the previous step to the corresponding columns in your Google Sheet. This ensures that every new lead is automatically added to your spreadsheet.

Map First Name to the First Name column. Map Last Name to the Last Name column. Map Email to the Email column. Map Phone Number to the Phone Number column. Map Company Name to the Company Name column.

Once all fields are mapped, click on ‘Save and Send Test Request’ to confirm that the data is added to your Google Sheets successfully.

5. Notifying the Team on Google Chat

To alert your team about the new lead, add another action step in Pabbly Connect and select Google Chat as the action application. Choose ‘Create Message’ as the event and connect to your Google Chat account.

To get the chat webhook URL, open your Google Chat, navigate to the space where you want to send the message, and create a new webhook. Copy the URL and paste it into Pabbly Connect. Customize your message to include the lead details, mapping them as needed.

Paste the webhook URL in the designated field. Compose a message template including lead details. Map lead details into the message template.

Finally, click on ‘Save and Send Test Request’ to send a message to your team on Google Chat. This completes your automation process.

Conclusion

By using Pabbly Connect, you can effectively save LinkedIn leads in Google Sheets and alert your team through Google Chat. This automation streamlines your lead management process and enhances team collaboration. Start using Pabbly Connect today to simplify your workflows!