This Automation Sends LinkedIn Leads Straight to CRM

Learn how to automate LinkedIn leads to your CRM using Pabbly Connect. This step-by-step tutorial guides you through the entire process. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Lead Automation

To automate LinkedIn leads to your CRM, the first step is to access Pabbly Connect. This platform enables seamless integration between LinkedIn and your CRM application.

Open a new tab and navigate to Pabbly.com/connect. If you’re new to Pabbly Connect, you can sign up for free to receive 100 tasks per month. This allows you to explore the features of Pabbly Connect without any initial investment.

2. Creating Your Workflow in Pabbly Connect

After signing into your account, create a new workflow in Pabbly Connect. This workflow will consist of two main components: a trigger and an action.

• Select LinkedIn as your trigger application.
• Choose the event as ‘Lead Notification’.
• Click the ‘Connect’ button to establish a connection with LinkedIn.

By following these steps, you will set up the trigger that captures new leads generated through LinkedIn ads directly into Pabbly Connect.

3. Configuring the LinkedIn Trigger in Pabbly Connect

Once your workflow is created, configure the LinkedIn trigger in Pabbly Connect. Enter your LinkedIn account credentials to connect.

After logging in, you will need to refresh the fields to see your LinkedIn account. Select your account and click on the ‘Save and Send Test Request’ button. This step ensures that Pabbly Connect is properly receiving data from LinkedIn.

4. Adding Pipe Drive as an Action in Pabbly Connect

Now that your LinkedIn trigger is set, it’s time to add Pipe Drive as the action application in your workflow. Select Pipe Drive and choose the event ‘Create a Person’.

• Connect your Pipe Drive account by entering the API key found in your Pipe Drive settings.
• Map the fields from LinkedIn to Pipe Drive, including first name, last name, email, and phone number.

This mapping allows Pabbly Connect to automatically transfer lead details from LinkedIn to Pipe Drive, ensuring no data is lost.

5. Testing Your Automation with Pabbly Connect

To finalize your setup, test the automation. Generate a new lead through your LinkedIn ad and check if it appears in your Pipe Drive CRM.

Upon generating a lead, Pabbly Connect should capture the lead details and display them. Check your Pipe Drive contacts to confirm that the new lead has been added successfully.

This testing phase ensures that your automation is functioning correctly and that every new lead from LinkedIn is recorded in your CRM without manual entry.

Conclusion

In this tutorial, we demonstrated how to automate LinkedIn leads to your CRM using Pabbly Connect. By following the outlined steps, you can ensure that every lead generated is seamlessly integrated into your Pipe Drive CRM, enhancing your lead management process.