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Capture LinkedIn Leads and Push Them to Pipedrive Automatically

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Integrate LinkedIn and Pipe Drive

To start integrating LinkedIn with Pipe Drive, first, you need to access Pabbly Connect. Simply go to the Pabbly website and log in to your account. If you are a new user, you can sign up for free, which allows you to use 100 tasks monthly.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create workflows that automate tasks between LinkedIn and Pipe Drive. Click on the ‘Create Workflow’ button to begin setting up your integration.

2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow that captures leads from LinkedIn and adds them to Pipe Drive. Select the ‘New Beta’ workflow builder for a more modern experience. Name your workflow something like “Capture LinkedIn Leads and Push Them to Pipe Drive Automatically”.

Select the desired folder for your workflow.
Click on ‘Create’ to finalize your workflow setup.

After creating the workflow, you will see a prompt to set up a trigger application. This is essential for activating the automation process using Pabbly Connect.

3. Setting Up the Trigger Application in Pabbly Connect

Your first task is to choose LinkedIn as the trigger application. This means that every time a new lead is generated in LinkedIn, it will trigger the workflow in Pabbly Connect. Select the trigger event as “Lead Notification” and click on “Connect”.

If you are setting up a new connection, you will need to add your LinkedIn credentials. Once you are signed in, select the sponsored account associated with your LinkedIn campaign. After that, click on “Save and Send Test Request” to ensure the connection is working properly.

4. Testing the Trigger with Dummy Data

To verify that your trigger works, you will need to submit a test lead through your LinkedIn lead form. Fill in the necessary fields, such as first name, last name, email address, and phone number. Click on “Submit” to send the test data.

After submitting, return to Pabbly Connect and check for a webhook response. If the integration is successful, you will see the captured response with the details you entered. This confirms that your LinkedIn lead is now linked to your Pabbly Connect workflow.

5. Adding Action Step to Pipe Drive in Pabbly Connect

The final step is to add an action application, which will be Pipe Drive. Select “Create a Person” as the action event and connect your Pipe Drive account using the API token. This token is essential for establishing a secure connection between Pipe Drive and Pabbly Connect.

Once connected, you will map the fields from LinkedIn to Pipe Drive. This includes first name, last name, email, and phone number. Mapping ensures that every new lead from LinkedIn is accurately recorded in your Pipe Drive CRM.

Conclusion

In this tutorial, we demonstrated how to seamlessly integrate LinkedIn and Pipe Drive using Pabbly Connect. By following these steps, you can automate the lead generation process, ensuring that every new lead is captured and organized effectively.