Automatically Add LinkedIn Leads to Monday.com Using Pabbly Connect

Learn how to automatically add LinkedIn leads to Monday.com using Pabbly Connect with this step-by-step tutorial. Simplify your lead management today! Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automatically add LinkedIn leads to your Monday.com account, you first need to access Pabbly Connect. Start by searching for ‘Pabbly.com/connect’ in your browser. This will take you to the Pabbly Connect homepage where you can either sign in or sign up for free.

If you are a new user, click on ‘sign up free’ to get 100 tasks each month for free. Existing users can simply sign in. Once signed in, navigate to the Pabbly apps window and click on ‘Access Now’ under Pabbly Connect to reach the dashboard.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button. You will see options for a new beta version or classic version. For this tutorial, select the beta version by clicking on the ‘Select’ button.

• Name your workflow ‘Automatically Add LinkedIn Leads to Monday.com’.
• Choose a folder to save your workflow, for example, ‘Automations’.

Click on the ‘Create’ button to finalize your workflow setup. You are now ready to set up the trigger for your automation.

3. Setting Up the Trigger with LinkedIn

In this step, you will set up the trigger in Pabbly Connect using LinkedIn. Choose LinkedIn as your trigger application and select ‘Lead Notifications’ as the trigger event. Click on ‘Connect’ to build a new connection.

If your LinkedIn account is not already connected, select ‘Add a New Connection’. Log in with your LinkedIn credentials if prompted. Once connected, choose your sponsored account from the dropdown menu and click on ‘Save and Send Test Request’.

4. Generating a Test Lead

To test the connection in Pabbly Connect, you need to generate a test lead using your LinkedIn lead form. Navigate back to LinkedIn and locate your test lead form. Click on ‘Apply Now’ to fill in the required details.

• Enter a test email address, such as testbitudes.com.
• Add a random phone number.

After entering the details, click ‘Submit’. You should see a confirmation that the information was sent to Pabbly Connect, indicating a successful test lead generation.

5. Adding LinkedIn Leads to Monday.com

Now that your trigger is set up, you will add the LinkedIn leads to your Monday.com account using Pabbly Connect. Select Monday.com as your action application and choose ‘Create Item’ as the action event. Click ‘Connect’ to establish a new connection.

To connect Monday.com, you will need an API token. Log into your Monday.com account, click on your profile icon, and navigate to the developer section to copy the API token. Return to Pabbly Connect and paste the token to connect.

Conclusion

In this tutorial, you learned how to automatically add LinkedIn leads to your Monday.com account using Pabbly Connect. By following these detailed steps, you can streamline your lead management process effectively. Start integrating your applications today!