SaaS Lead Management in 2 Minutes | Auto Add to CRM

Learn how to automate your SaaS lead management using Pabbly Connect to seamlessly integrate LinkedIn and Zoho CRM. Follow this detailed tutorial! 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 Lead Management

To start managing your SaaS leads, you need to access Pabbly Connect. If you’re an existing user, simply log in to your account and open the workflow builder. New users should visit pabbl.com/connect and sign up for free to explore the platform.

Once you sign up, you’ll receive 100 free tasks each month, allowing you to add up to 100 leads into your CRM. To begin, navigate to the workflow builder, which is essential for setting up your lead management automation.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger application in Pabbly Connect. Click on the ‘Add Trigger’ button and search for LinkedIn. Select it, and for the event, choose ‘Lead Notifications’.

• Click ‘Connect’ to establish a connection with LinkedIn.
• If you have an existing connection, select it; otherwise, create a new one.
• Log in to your LinkedIn account to complete the connection process.

After connecting, select your sponsored account and refresh the fields to ensure all options are available. Click ‘Save and Send Test Request’ to capture the webhook response.

3. Capturing Lead Details from LinkedIn

Once you have set up the trigger, it’s time to capture lead details. To do this, you will run a test submission by clicking on your LinkedIn ad and filling out the lead form.

Although you may only have limited fields available if your campaign is in draft mode, ensure you fill in the email and phone number. After submission, you will see a confirmation message indicating that the information has been sent to Pabbly Connect.

4. Adding Zoho CRM as the Action in Pabbly Connect

Now, you will add an action to send the captured lead details to Zoho CRM. Click on ‘Add New Action’ and select Zoho CRM from the app list. Choose ‘Create Contact’ as the event and click ‘Connect’. using Pabbly Connect

• If you have an existing connection, choose it; otherwise, create a new connection.
• Copy the domain from your Zoho CRM URL and paste it into the connection settings.
• Accept all permissions requested by Pabbly to ensure safe data transfer.

Once connected, you can map the captured lead details to the corresponding fields in Zoho CRM. Remember to fill in required fields like last name and email address to complete the process.

5. Testing and Confirming the Integration

After mapping the fields, click ‘Save and Send Test Request’ to send the lead details to Zoho CRM. You will receive a confirmation that the details have been successfully added.

To verify, refresh your Zoho CRM contact list, and you should see the new lead entry reflecting the details you submitted earlier. This confirms that your integration between LinkedIn and Zoho CRM through Pabbly Connect is complete.

Conclusion

In this tutorial, we demonstrated how to automate your SaaS lead management using Pabbly Connect. By integrating LinkedIn with Zoho CRM, you can streamline your lead capture process effortlessly. Start using Pabbly Connect today to enhance your lead management workflow!