Automatically Send Emails to LinkedIn Leads and Save Them to Google Sheets Using Pabbly Connect

Learn how to automatically send emails to LinkedIn leads and save them to Google Sheets using Pabbly Connect in this step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the process of automatically sending emails to LinkedIn leads and saving them to Google Sheets, you need to access Pabbly Connect. Begin by searching for Pabbly.com/connect in your web browser. This will take you to the Pabbly Connect homepage.

Once on the homepage, you will see options to either sign in or sign up for free. If you are a new user, click on ‘Sign Up Free’ to receive 100 free tasks every month. Existing users can simply sign in to their accounts. After signing in, navigate to the Pabbly apps window and click on the option to access Pabbly Connect.

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 to begin this process. You will be prompted to select either the new beta or classic workflow builder. For this tutorial, we will use the beta version for its modern and flexible interface.

• Click on ‘Create Workflow’.
• Name your workflow, such as ‘Automatically Send Emails to LinkedIn Leads and Save Them to Google Sheets’.
• Select a folder to save your workflow, for example, ‘Automations’.

After naming your workflow and selecting a folder, click on the ‘Create’ button. You have now successfully created a workflow in Pabbly Connect to automate the process.

3. Setting Up Triggers in Pabbly Connect

The next step involves setting up the trigger for your workflow. Since you will be receiving leads through LinkedIn lead ads, select LinkedIn as your trigger application and choose ‘Lead Notifications’ as the event. Click on ‘Connect’ to build a new connection.

To connect your LinkedIn account, select ‘Add New Connection’. Ensure you are logged into your LinkedIn account in the same browser. After connecting, you will be prompted to select the sponsored account associated with your LinkedIn ads. Once selected, click on ‘Save and Send Request’. Now, you need to generate a test lead from your LinkedIn lead form to receive a response in Pabbly Connect.

4. Adding Action Steps to Google Sheets and Gmail

Once you have set up the trigger and received a successful response, the next action is to add the lead information to Google Sheets. Select Google Sheets as the action application and choose ‘Add a New Row’ as the action event. Click on ‘Connect’ to build a new connection with your Google account. using Pabbly Connect

• Select your Google Sheets account.
• Choose the spreadsheet and sheet where the data will be saved, such as ‘Leads’ and ‘Sheet1’.
• Map the data from the trigger step to the appropriate fields in Google Sheets.

After mapping the data, click on ‘Save and Send Request’. You will receive a successful response indicating that the new lead has been added to your Google Sheets. Next, to send an email to your lead, add another action step, select Gmail, and choose ‘Send Email’ as the app event.

5. Finalizing Email Setup in Pabbly Connect

For the email setup, connect your Gmail account by selecting ‘Use Existing Connection’. Enter the sender name, which could be your brand name, and map the recipient’s email address to the lead’s email from the previous step. Fill in the email subject and content, ensuring to personalize it with the lead’s first name. using Pabbly Connect

After entering all required details, click on ‘Save and Send Request’. A successful response will confirm that the email has been sent to your lead via Gmail. You can now check your lead’s inbox to verify that they received the personalized email.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically send emails to LinkedIn leads and save their information in Google Sheets. By following the steps outlined, you can streamline your lead management process effectively. This integration not only saves time but also enhances your communication with leads.