Build a Lead Tracking Sheet for Your Social Media Marketing Agency

Learn how to build a lead tracking sheet for your social media marketing agency using Pabbly Connect to integrate Google Sheets with LinkedIn, Gmail, and more.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Lead Tracking

To start building your lead tracking sheet, first access Pabbly Connect. If you’re a new user, visit the Pabbly website and navigate to the Pabbly Connect section. Click on ‘Sign up for free’ to create an account and explore the platform with hundreds of free tasks each month.

Once logged in, open the workflow builder. In this window, you will set up triggers and actions. The trigger initiates the workflow, while the action is the result of that trigger. This setup will allow you to automate lead tracking seamlessly.

2. Setting Up LinkedIn Trigger in Pabbly Connect

Next, you will set up the LinkedIn trigger in Pabbly Connect. Click on the ‘Add Trigger’ button and search for LinkedIn. Select ‘Lead Notifications’ as the event. Then, click on ‘Connect’ to establish a connection.

• Choose to add a new connection if you haven’t done so before.
• Log into your LinkedIn account when prompted.
• Select your sponsored account and refresh fields if necessary.

After connecting, click on ‘Save and Send Test Request’ to capture the webhook response from LinkedIn. This step is crucial as it allows Pabbly Connect to receive lead details automatically whenever a lead fills out your LinkedIn lead form.

3. Capturing Lead Details from LinkedIn

Once the LinkedIn trigger is set, you can capture lead details using Pabbly Connect. After submitting a test lead via your LinkedIn ad, the webhook response will display the details you entered, such as email and phone number.

This captured information is essential for updating your lead tracking sheet. You can choose to use either test leads or real leads for this automation. Using test leads is a good practice for ensuring everything functions correctly before going live.

• Ensure you have all necessary fields filled in the lead form.
• Check that Pabbly Connect is receiving the correct webhook response.

With the lead details captured, you are now ready to add this information to your Google Sheets, creating a seamless lead tracking process.

4. Adding Leads to Google Sheets via Pabbly Connect

The next step involves adding the captured lead details to Google Sheets using Pabbly Connect. For this, click on ‘Add New Action Step’ and select Google Sheets as the application. Choose ‘Add New Row’ as the event and click ‘Connect’.

If you have already created a connection with Google Sheets, select the existing connection. If not, create a new connection by signing in with your Google account and granting the necessary permissions.

Select the specific spreadsheet and sheet where you want to store lead details. Map the lead details from the previous step into the appropriate columns.

Mapping allows Pabbly Connect to dynamically insert data into your Google Sheets, ensuring that each new lead is automatically updated in your tracking sheet.

5. Testing and Saving the Integration

After mapping the lead details, click on ‘Save and Send Test Request’ to verify that the integration works correctly. Once you receive a positive response, check your Google Sheets to confirm that the lead information has been added successfully.

This final step ensures that your lead tracking sheet is fully functional and updates automatically whenever a new lead is generated through LinkedIn or other platforms connected via Pabbly Connect.

With this setup, your social media marketing agency can efficiently track leads without manual input, streamlining your workflow and improving productivity. Explore more possibilities with Pabbly Connect to enhance your business operations.

Conclusion

In this tutorial, we demonstrated how to build a lead tracking sheet for your social media marketing agency using Pabbly Connect. By integrating LinkedIn with Google Sheets, you can automate lead collection and management, saving time and improving efficiency.

Utilizing Pabbly Connect for these integrations allows you to focus on growing your business while ensuring that no lead goes untracked. Start automating today for better lead management!