Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Lead Management

To start automating your lead management process, access Pabbly Connect by visiting pabbly.com/connect in your browser. If you are a new user, click on the “Sign Up for Free” button located in the top right corner of the page.

Upon signing up, you will receive 100 free tasks every month, allowing you to explore the capabilities of Pabbly Connect. This means you can add up to 100 leads to Brevo at no cost, making it an excellent way to test the platform.

2. Setting Up Your Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the workflow builder. This is where you will set up the automation process. Click on “Add Trigger” to start creating your workflow.

Select “LinkedIn” as your trigger application, and choose the event as “New Notifications.” Make sure your LinkedIn account is logged in for a seamless connection.

  • Click on “Add New Connection” if you haven’t connected LinkedIn before.
  • If already connected, select the existing connection.
  • Click “Save and Send Test Request” to capture the data.

After saving, you will need to create a test lead in LinkedIn to see the automation in action. This will help you verify that the connection between LinkedIn and Pabbly Connect is working correctly.

3. Capturing Lead Data from LinkedIn

Once the trigger is set, Pabbly Connect will wait for a lead response. Create a test lead by filling in the required fields, such as email address and phone number. This is crucial for testing the workflow.

After submitting the test lead, Pabbly Connect will capture the response, including the first name, last name, email, and phone number. This data is essential for the next steps in your automation.

  • Ensure your campaign is live to capture all details.
  • Refresh the fields if no options appear after the initial connection.

Once the lead details are captured, you can proceed to the next step of adding these leads to Brevo.

4. Adding Leads to Brevo Using Pabbly Connect

Now that you have captured lead data, it’s time to add these leads to Brevo. In Pabbly Connect, click on “Add Action Step” and select Brevo as your action application.

Choose the event “Create or Update Contact” and click “Connect.” If you have an existing connection, select it; otherwise, create a new one by entering your Brevo domain and API key.

  • Generate an API key from your Brevo account under SMTP & API settings.
  • Map the required fields, including email and contact details.

After mapping the data, click on “Save and Send Test Request” to finalize the integration. This will create a new contact in Brevo, confirming that the automation is functioning as intended.

5. Testing the Integration and Finalizing the Workflow

To ensure everything works seamlessly, test the integration by submitting a new lead through LinkedIn. This will trigger the workflow in Pabbly Connect and automatically add the contact to Brevo.

After submitting the lead, refresh your Brevo contact list to see the newly added contact. You should see the details matching what you submitted in LinkedIn.

With this setup, every time a new lead is generated on LinkedIn, Pabbly Connect will automatically create a corresponding contact in Brevo, streamlining your lead management process.

Conclusion

In this tutorial, we demonstrated how to automate lead management by integrating Brevo and LinkedIn using Pabbly Connect. This powerful automation tool simplifies the process, allowing you to focus on converting leads into customers.