Auto-Send LinkedIn Leads to CRM in Seconds

Learn how to automate sending LinkedIn leads to your CRM using Pabbly Connect in seconds. Step-by-step guide for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating the process of sending LinkedIn leads to your CRM, you first need to access Pabbly Connect. Open a new tab and visit Pabbly.com/connect. This platform is designed to integrate multiple applications seamlessly without any coding.

Once on the Pabbly Connect page, you will see options for signing in or signing up. If you are new, click on the ‘Sign Up Free’ option to create an account and explore the platform with 100 free tasks every month. Existing users can simply sign in to access their dashboards.

2. Creating a Workflow in Pabbly Connect

After signing in, click on the ‘Access Now’ button under Pabbly Connect to reach your dashboard. Here, you will create a new workflow by selecting the ‘+ Create Workflow’ button. You will then be prompted to choose between creating from scratch or using AI. For this tutorial, select ‘Create from Scratch’. using Pabbly Connect

• Select the new beta version for a modern workflow experience.
• Name your workflow as ‘Auto Send LinkedIn Leads to CRM in Seconds’.
• Choose a folder for organization, such as ‘Pabbly Connect’.

After naming and organizing your workflow, click on the ‘Create’ button. This action will successfully create your workflow, ready for further configuration.

3. Setting Up the Trigger with LinkedIn

The next step is to set up a trigger for your workflow. This is crucial as it defines what event starts the automation. For this integration, select LinkedIn as your trigger application. The event you will choose is ‘Lead Notifications’.

Click on the ‘Connect’ button to establish a connection. You will have the option to add a new connection or select an existing one. For this setup, choose ‘Add New Connection’ and follow the prompts to connect your LinkedIn account to Pabbly Connect.

• Select the sponsored account you wish to use.
• Choose the response format: simple, advanced, or raw.

Once you complete these steps, click on ‘Save and Send Test Request’. This will set up the trigger to listen for new leads from your LinkedIn ads.

4. Mapping Data to Zoho CRM

After setting up the trigger, the next step is to configure the action application, which in this case is Zoho CRM. Click on the ‘+’ icon to add Zoho CRM as your action application, and select the event ‘Create Contact’.

Similar to the trigger setup, click on ‘Connect’ to establish a new connection with Zoho CRM. You will need to enter your domain, typically zoho.com, and grant Pabbly Connect permission to access your Zoho account.

Map the fields from LinkedIn to Zoho CRM, such as first name, last name, email, and mobile number. Ensure that each field is dynamically mapped to capture user-specific data.

Once mapping is complete, click on ‘Save and Send Test Request’. This will verify that the contact is created in your Zoho CRM based on the lead data received from LinkedIn.

5. Finalizing and Enabling Your Workflow

With the action application configured, check your Zoho CRM to confirm that a new contact has been created based on the test lead submitted through your LinkedIn ad. Refresh your Zoho CRM to see the new contact appear.

After ensuring that everything is working correctly, return to Pabbly Connect and enable the workflow toggle. This step is critical; if you don’t enable it, your automation will not function as intended.

If you encounter any issues or have questions during the setup, feel free to reach out for support. Remember, Pabbly Connect allows you to integrate multiple applications effortlessly, enhancing your workflow efficiency.

Conclusion

By following these steps, you can successfully automate sending LinkedIn leads to your CRM using Pabbly Connect. This integration not only saves time but also enhances your lead management process, ensuring that no lead is missed.