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Automatically Save LinkedIn Leads to CRM

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin with the integration, access Pabbly Connect by visiting pabbl.com/connect in your browser. This platform allows you to automate workflows efficiently.

If you are a new user, click on the “sign up for free” option in the top right corner. This grants you 100 free tasks per month, enabling you to save LinkedIn leads to your CRM without any cost.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the workflow builder. This is where you will set up your automation between LinkedIn and Salesforce CRM.

Click on the “Add Trigger” button to start. For the trigger application, search for and select LinkedIn. Set the event to “Lead Notifications” and click on “Connect”.

Select existing connection if available or create a new one.
Ensure your LinkedIn account is logged in during this process.

After connecting, click on “Save and Send Test Request” to capture the webhook response. This step is crucial as it allows Pabbly Connect to receive data from LinkedIn.

3. Capturing Webhook Response from LinkedIn

To capture the webhook response, fill out the lead form on LinkedIn. Enter the email address and phone number to simulate a new lead. This action sends the data to Pabbly Connect.

Once the lead form is submitted, Pabbly Connect will receive the webhook response. You can either wait for a real lead or use the test lead for your automation.

You can create a test lead to expedite the process.
A real lead can also be used when it arrives.

After receiving the response, check the captured details such as email address, phone number, and other relevant information.

4. Saving Lead Details to Salesforce CRM

Next, add a new action step in Pabbly Connect to save the lead details into Salesforce CRM. Search for Salesforce as the action application and select it.

Choose “Create Contact” as the event and click on “Connect”. If you have an existing connection, select it; otherwise, create a new one.

Ensure your Salesforce account is logged in before proceeding.
Click on “Allow” to grant access to Pabbly Connect.

Once connected, map the lead details from LinkedIn to the Salesforce fields. This dynamic mapping ensures that every new lead is saved accurately in your CRM.

5. Finalizing the Integration Workflow

After mapping the details, click on “Save and Send Test Request” again in Pabbly Connect. This action will create a new contact in Salesforce with the lead information.

Refresh your Salesforce contact list to see the newly added lead. This confirms that the integration is successful and that any future leads from LinkedIn will be saved automatically.

With this setup, you no longer need to manually input lead details into Salesforce. Pabbly Connect will automate the process, saving you time and effort.

Conclusion

In this tutorial, we demonstrated how to automate saving LinkedIn leads to Salesforce CRM using Pabbly Connect. This integration streamlines your workflow, ensuring that every lead is captured efficiently.