Turn LinkedIn Leads Into Customers on Autopilot

Learn how to automate your LinkedIn lead conversion process using Pabbly Connect to integrate Gmail, Zoho, and LinkedIn seamlessly. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To turn LinkedIn leads into customers, the first step is to access Pabbly Connect. You can do this by visiting the Pabbly Connect website and signing in to your account. If you are a new user, click on the ‘Sign Up Free’ button to create your account, where you will receive 100 free tasks monthly to explore the platform.

Once logged in, navigate to the dashboard. You will see options to create a workflow. Click on the ‘Create Workflow’ button to start. This is where you will set up the automation process that integrates your LinkedIn leads with Zoho CRM and Gmail.

2. Creating Your Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create your workflow. Click on the ‘Create Workflow’ button, and choose ‘Create from Scratch’. You will be prompted to select a workflow builder; choose the new beta version for a more streamlined experience.

• Name your workflow as ‘Turn LinkedIn Leads Into Customers on Autopilot’.
• Select the folder where you want to save your workflow.
• Press the ‘Create’ button to finalize your workflow setup.

Once your workflow is created, you will see a trigger button. This is where you will set the application that starts your automation process. Choose LinkedIn Lead Ads as your trigger application, as this will initiate the workflow when a new lead is generated.

3. Integrating LinkedIn with Pabbly Connect

To integrate LinkedIn with Pabbly Connect, select the trigger event as ‘Lead Notification’. You will then click the ‘Connect’ button. Here, you will have two options: ‘Add New Connection’ or ‘Select Existing Connection’. If this is your first time connecting, choose ‘Add New Connection’.

After clicking ‘Connect with LinkedIn’, you will be prompted to log in to your LinkedIn account. Once logged in, select your sponsored account and then click ‘Save and Send Test Request’. This step is crucial as it verifies that the connection between LinkedIn and Pabbly Connect is established successfully.

Once the test response is received, you can proceed to the next action step, which involves integrating with Zoho CRM. This ensures that every new lead from LinkedIn is automatically added to your Zoho CRM account.

4. Adding Zoho CRM Integration in Pabbly Connect

The next step in your automation process is to integrate Zoho CRM with Pabbly Connect. Click on the plus button to add an action application, and search for Zoho CRM. Select it and choose the action event as ‘Create Contact’. Click ‘Connect’ to proceed.

• Select ‘Add New Connection’ again to create a connection with Zoho CRM.
• Enter your Zoho domain to establish the connection.
• Grant the necessary permissions for Pabbly Connect to access your Zoho account.

After connecting, map the fields from your LinkedIn lead to the corresponding fields in Zoho CRM. This includes first name, last name, email, and phone number. Mapping ensures that the data flows seamlessly from LinkedIn to Zoho CRM, creating new contacts automatically.

5. Sending a Thank You Email with Gmail

The final step in your workflow is to send a thank you email to your new leads. To do this, add Gmail as your action application. Select the action event as ‘Send Email’ and click ‘Connect’. Just like before, choose ‘Add New Connection’ and sign in with your Google account. using Pabbly Connect

Once connected, you will need to fill in the email fields. Map the recipient’s email address from the LinkedIn lead data, and add a subject line such as ‘Thank You for Your Interest’. In the email body, you can include personalized content thanking the lead for their interest.

Finally, click ‘Save and Send Test Request’. This will send the email through Gmail, confirming that your entire workflow is functioning as intended. You can check your Gmail account to see if the email was sent successfully, ensuring that your leads are being followed up promptly.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of turning LinkedIn leads into customers. By integrating LinkedIn with Zoho CRM and Gmail, you can ensure that every lead is followed up with promptly and effectively, enhancing your customer conversion rates.