B2B Lead Management in 2 Minutes | Auto-Add to CRM

Learn how to automate B2B lead management using Pabbly Connect for seamless integration with LinkedIn and Zoho CRM. Follow our step-by-step guide now! Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Lead Management

To start automating your B2B lead management, first access Pabbly Connect. If you’re a new user, open your browser and search for pabbl.com/connect to reach the landing page.

Once there, click on the ‘Sign Up for Free’ option at the top right corner. By signing up, you will receive 100 tasks free each month, allowing you to explore the features of Pabbly Connect effectively.

2. Creating Your Automation Workflow in Pabbly Connect

After accessing Pabbly Connect, navigate to the workflow builder. This is where you will create the automation that connects LinkedIn and Zoho CRM for lead management.

• Click on the ‘Add Trigger’ button.
• Search for LinkedIn as your trigger application.
• Select ‘Lead Notifications’ as the trigger event.

Once you have set up the trigger, you need to connect your LinkedIn account with Pabbly Connect. If prompted, enter your LinkedIn login credentials to establish a connection.

3. Capturing Lead Data from LinkedIn

With your LinkedIn account connected, Pabbly Connect will wait for lead data. To test this, submit a lead form on your LinkedIn ad. This step is crucial to ensure that Pabbly Connect captures the lead details accurately.

• Fill in the lead form with an email address and phone number.
• Click on ‘Submit’ to send the information to Pabbly Connect.

After submission, Pabbly Connect will capture the response. You can choose to proceed with the test lead details or wait for actual leads to be captured.

4. Integrating Zoho CRM with Pabbly Connect

Now that you have captured the lead data, it’s time to integrate Zoho CRM using Pabbly Connect. Click on ‘Add New Action Step’ and search for Zoho CRM.

Select ‘Create Contact’ as the action event. If you have an existing connection, select it; otherwise, create a new one.

To connect, you will need your Zoho CRM domain from the URL. After entering the domain, grant the necessary permissions to Pabbly Connect to access your Zoho CRM data.

5. Mapping Lead Data to Zoho CRM

Once connected, Pabbly Connect allows you to map the lead data from LinkedIn to Zoho CRM. This dynamic mapping ensures that every new lead is added automatically.

Map fields such as last name and email address from the lead data. You can also fill in additional details if needed.

After mapping, click on ‘Save and Send Test Request’. You will receive a confirmation that the contact has been created in Zoho CRM, completing your automation setup with Pabbly Connect.

Conclusion

In conclusion, using Pabbly Connect for B2B lead management allows you to automate the process of adding leads from LinkedIn to Zoho CRM effortlessly. This integration enhances efficiency and ensures you never miss a lead again.