How to Add B2B Leads to Google Sheets Automatically

Learn how to automate adding B2B leads to Google Sheets using Pabbly Connect. This step-by-step tutorial covers the entire process from LinkedIn to Google Sheets.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To begin adding B2B leads to Google Sheets automatically, you need to access Pabbly Connect. This powerful automation platform allows you to integrate various applications seamlessly. If you are an existing user, simply log in to your account. New users can visit pabbl.com/connect to sign up for free and explore numerous tasks available each month.

Once logged in, navigate to the workflow builder within Pabbly Connect. This window is essential as it allows you to set up triggers and actions. Triggers initiate the workflow, while actions are the results of those triggers. Click on the ‘Add Trigger’ button to start the integration process.

2. Connecting LinkedIn to Pabbly Connect

For the first step in this automation, you will need to connect LinkedIn to Pabbly Connect. Search for LinkedIn in the trigger application section and select it. This integration is crucial because LinkedIn is an excellent platform for gathering B2B leads.

• Select ‘Lead Notifications’ as the event.
• If you have an existing connection, select it; otherwise, create a new connection.
• Log in to your LinkedIn account when prompted.

After successfully logging in, you will need to select the sponsored account and save the connection. Once this is done, click on ‘Save and Send Test Request’ to capture the webhook response. This step is crucial for ensuring that data flows correctly from LinkedIn to Pabbly Connect.

3. Submitting Test Leads from LinkedIn

After setting up the LinkedIn trigger, it’s time to perform a test submission to verify that everything is working correctly. Fill out the lead form that you are running on LinkedIn. Note that if your campaign is in draft mode, you may not need to fill out all fields.

Once you submit the lead form, you should see a confirmation that the information has been sent to Pabbly Connect. Wait a few seconds for the workflow to capture the response. You will see all the lead details, including email address, phone number, first name, last name, and company name.

4. Adding Leads to Google Sheets

Now that you have captured the lead details, the next step is to add this information to Google Sheets using Pabbly Connect. Click on ‘Add New Action Step’ and search for Google Sheets. Select it to proceed with the integration.

• Choose ‘Add New Row’ as the event.
• Connect to Google Sheets by signing in with your Google account.
• Select the spreadsheet and sheet where you want to store the lead details.

After selecting the spreadsheet (named ‘Lead Details’) and the sheet (named ‘Sheet1’), map the fields from the LinkedIn lead form to the corresponding columns in Google Sheets. This mapping process ensures that the data is dynamic and updates with each new lead.

5. Finalizing the Integration with Pabbly Connect

After mapping all the fields, you will need to click on ‘Save and Send Test Request’ to finalize the integration. You should receive a confirmation that the details have been successfully added to your Google Sheets.

Open your Google Sheets to verify that the lead details have been correctly populated. This automation will now run continuously, adding new B2B leads automatically as they come in. This is how Pabbly Connect empowers your workflow and streamlines your lead management process.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding B2B leads to Google Sheets. By following the steps outlined, you can streamline your lead management and improve your sales team’s efficiency.