Add Leads to Pipedrive Automatically

Learn how to automate adding leads to Pipedrive from LinkedIn using Pabbly Connect. This step-by-step tutorial covers everything you need to know. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To begin the process of adding leads to Pipedrive automatically, you need to access Pabbly Connect. Start by navigating to the Pabbly Connect homepage by entering Pabbly.com/connect in your browser. Here, you will find options to sign in or sign up for free.

If you are new to Pabbly, click on the ‘Sign Up Free’ button to create an account. This will grant you access to 100 free tasks every month, allowing you to explore the features of Pabbly Connect. Existing users can simply sign in to their accounts to proceed.

2. Create a New Workflow in Pabbly Connect

After signing in, you will see the Pabbly apps window. Click on the ‘Access Now’ button for Pabbly Connect to enter the dashboard. To initiate the integration process, you need to create a new workflow by clicking on the ‘Create Workflow’ button.

Next, select the workflow builder option. You will be presented with two choices: Beta and Classic. For this tutorial, choose the Beta version for its modern and flexible interface. Name your workflow as ‘Add Leads to Pipedrive Automatically’ and select a folder, such as ‘Contacts,’ for better organization.

3. Set Up the Trigger for LinkedIn Leads

In this section, you will set up the trigger for your workflow using Pabbly Connect. Since the leads are coming from LinkedIn ads, select LinkedIn as your trigger application. For the app event, choose ‘Lead Notifications’ to receive alerts whenever a new lead is generated.

To connect your LinkedIn account, click on ‘Connect’ and then select ‘Add a New Connection.’ Ensure you are logged into your LinkedIn account in the same browser to facilitate a smooth connection. After connecting, select your sponsored account from the drop-down menu. Save and send the request to proceed.

• Select LinkedIn as the trigger application.
• Choose ‘Lead Notifications’ as the app event.
• Connect your LinkedIn account to Pabbly Connect.

After saving the connection, you will need to generate a test lead to confirm that the trigger is working correctly. This will involve filling out your LinkedIn lead form with the required fields.

4. Add Action to Create a New Contact in Pipedrive

Now that you have successfully set up the trigger in Pabbly Connect, it’s time to add the action step to create a new contact in Pipedrive. Select Pipedrive as your action application and choose ‘Create a Person’ as the app event.

To connect to your Pipedrive account, click on ‘Connect’ and select ‘Add a New Connection.’ You will need to provide your API token, which can be found under your Pipedrive account settings. Once you input the token, click save to establish the connection.

• Select Pipedrive as the action application.
• Choose ‘Create a Person’ as the app event.
• Input your Pipedrive API token to connect.

After successfully connecting, you will need to map the data from the LinkedIn lead into the respective fields in Pipedrive, ensuring that the information is accurately transferred.

5. Finalize the Integration and Test

With the action step set, the final part of the integration involves mapping the lead details from LinkedIn to Pipedrive using Pabbly Connect. You will map fields such as name, phone number, and email address from the LinkedIn lead to the corresponding fields in Pipedrive.

Once all required fields are filled out, click on ‘Save and Send Request’ to finalize the integration. You should receive a successful response indicating that the new contact has been created in Pipedrive. To verify, refresh your Pipedrive account and check for the new contact.

Map LinkedIn lead details to Pipedrive fields. Click ‘Save and Send Request’ to complete the action. Verify the new contact in your Pipedrive account.

This concludes the automation process of adding leads to Pipedrive automatically using Pabbly Connect. You have successfully set up a workflow that seamlessly integrates LinkedIn leads into your CRM.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the addition of leads from LinkedIn to Pipedrive. By following these steps, you can streamline your lead management process effortlessly.