How to Add LinkedIn Leads to Vtiger Automatically

Learn how to automate adding LinkedIn leads to V Tiger CRM using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for LinkedIn and V Tiger Integration

To automate adding LinkedIn leads to V Tiger CRM, you first need to access Pabbly Connect. If you are a new user, open your browser and search for Pabbly.com/connect. Once on the landing page, click on the ‘Sign up for free’ button in the top right corner.

As a new user, you can enjoy 100 free tasks each month to explore Pabbly Connect. After signing up, you can decide to purchase a subscription plan if you find it beneficial. This allows you to automate your workflows efficiently.

2. Creating Your Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, navigate to the workflow builder. This is where you will set up your automation between LinkedIn and V Tiger CRM. Click on the ‘Add Trigger’ button to start the process.

• Select LinkedIn as the trigger application.
• Choose the event as ‘Lead Notifications’ and click on ‘Connect’.
• If you have an existing connection, select it; otherwise, create a new connection.

After selecting the connection, log into your LinkedIn account to establish the link with Pabbly Connect. Make sure to refresh the fields to see your sponsored account options, then click on ‘Save and Send Test Request’ to proceed.

3. Capturing Lead Data from LinkedIn

To capture lead data, you need to perform a test submission on LinkedIn. Enter the required details like email and phone number. Note that if your campaign is in draft mode, you may not see fields for first name, last name, and company name.

Once you’ve submitted the form, Pabbly Connect will capture the lead information. You can verify that the details like first name, last name, email, and phone number are correctly received in the workflow.

4. Adding Leads to V Tiger CRM

After successfully capturing the lead data, the next step is to add these leads to V Tiger CRM. Click on ‘Add New Action Step’ and search for V Tiger CRM as the action application. using Pabbly Connect

• Select the event as ‘Create Contact’ and click on ‘Connect’.
• If you have an existing connection, select it; otherwise, create a new connection using your V Tiger username, access key, and domain.
• Map the lead details from the previous step to the corresponding fields in V Tiger.

After mapping the details, click on ‘Save and Send Test Request’. You should receive a positive response indicating that the contact has been successfully created in V Tiger CRM.

5. Finalizing Your Automation with Pabbly Connect

With the automation set up, every time you receive a new lead from LinkedIn, Pabbly Connect will automatically create a new contact in your V Tiger CRM. This saves you time and eliminates the need for manual data entry.

To ensure everything works smoothly, refresh your V Tiger contact list to see the newly added contacts. This seamless integration allows you to focus on other aspects of your business while Pabbly Connect handles the lead management process.

Conclusion

In conclusion, using Pabbly Connect to automate adding LinkedIn leads to V Tiger CRM streamlines your workflow. With just a few clicks, you can set up this integration and enjoy the benefits of automated lead management.