LinkedIn Lead Automation for Marketing Agencies — Send Leads to CRM Instantly

Learn how to automate LinkedIn lead generation to Zoho CRM using Pabbly Connect. Step-by-step guide for marketing agencies. 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. Setting Up Pabbly Connect for LinkedIn Lead Automation

To automate LinkedIn leads to Zoho CRM, start by accessing Pabbly Connect. Go to the Pabbly website and log in to your account. If you’re new, sign up for a free account to get 100 tasks monthly. This allows you to test the service without commitment.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow. Click on the ‘Create Workflow’ button, select the workflow builder, and name your workflow as ‘LinkedIn Lead Automation for Marketing Agency.’ This setup will allow you to automate the lead transfer process seamlessly.

2. Creating a LinkedIn to Zoho CRM Workflow

In your newly created workflow, the first step is to set the trigger application. For this automation, choose LinkedIn as your trigger app. This means that every time a new lead is generated on LinkedIn, it will trigger the workflow.

• Select ‘Lead Notification’ as the trigger event.
• Click ‘Connect’ to link your LinkedIn account with Pabbly Connect.
• Enter your LinkedIn credentials to authorize the connection.

After connecting, select your LinkedIn sponsored account. Click on ‘Save and Send Test Request’ to capture the webhook response. This step is crucial as it verifies that Pabbly Connect is receiving the correct data from LinkedIn.

3. Capturing Lead Details from LinkedIn

Next, you need to capture the lead details from LinkedIn. This involves submitting a test lead through the LinkedIn lead form. Fill in the required fields, such as name, email, and phone number, and then click on the submit button.

Once the lead is submitted, return to your Pabbly Connect workflow to check if the details have been captured accurately. This ensures that the integration is functioning correctly. You should see the lead’s information, including the email and phone number, reflected in your workflow.

4. Adding Leads to Zoho CRM via Pabbly Connect

Now that you have the lead details, it’s time to set up the action application, which is Zoho CRM. Click on the ‘Add New Action Step’ and select Zoho CRM as your action application. This step ensures that every new lead captured from LinkedIn gets added to your CRM automatically.

• Choose ‘Insert/Update Record’ as the action event.
• Connect your Zoho CRM account by entering your domain.
• Map the fields from LinkedIn to Zoho CRM, ensuring all necessary data is captured.

After mapping the fields, click on ‘Save and Send Test Request’ to finalize the integration. Check your Zoho CRM to confirm that the lead has been added successfully. This step demonstrates the effectiveness of Pabbly Connect in automating your lead management process.

5. Conclusion: Streamlining Your Lead Automation with Pabbly Connect

In summary, using Pabbly Connect to automate the transfer of leads from LinkedIn to Zoho CRM can significantly enhance efficiency for marketing agencies. By following the steps outlined above, you can ensure that every new lead is captured and stored without manual effort.

This automation not only saves time but also reduces the chances of errors in data entry, allowing you to focus more on your marketing strategies. Start leveraging Pabbly Connect today to streamline your lead management processes and boost your agency’s productivity.