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Create Deals from LinkedIn Leads & Send Onboarding Emails

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating LinkedIn leads with Pipe Drive and Gmail, you need to access Pabbly Connect. First, navigate to the Pabbly website and select the option to sign up or log in to your account. New users can create a free account, which gives them access to 100 tasks per month.

Once logged in, you will be directed to the dashboard. Here, you can click on the “Create Workflow” button to begin setting up your automation. This is where Pabbly Connect enables you to connect various applications seamlessly.

2. Creating Your Workflow in Pabbly Connect

In this step, you will create a workflow using Pabbly Connect. Click on the “Create Workflow” button, and you can choose to build it from scratch or use AI assistance. For this tutorial, select the AI option and provide a title and use case for your workflow.

Choose LinkedIn as your trigger application.
Set the trigger event to “New Lead Notification”.
Select Pipe Drive as the action application to create a person.
Choose Gmail to send an onboarding email.

After selecting these options, click “Approve and Create” to finalize your workflow structure. This is how Pabbly Connect streamlines the process of integrating multiple applications into one efficient workflow.

3. Setting Up LinkedIn as the Trigger

With your workflow created, the next step is to set up LinkedIn as the trigger application using Pabbly Connect. Click on the LinkedIn app in your workflow and establish a connection. If you haven’t connected LinkedIn before, select “Add New Connection” and log in to your LinkedIn account.

After connecting, you will need to test the trigger. Fill out the LinkedIn form with the required details such as email and phone number. Upon submission, Pabbly Connect will capture this data, confirming that your trigger is working correctly and ready to automate lead conversions.

4. Integrating Pipe Drive with Pabbly Connect

Next, you will integrate Pipe Drive into your workflow using Pabbly Connect. Select the Pipe Drive application and create a new connection by entering your API token. This step is crucial for enabling Pabbly Connect to communicate with your Pipe Drive account.

Once connected, map the fields from LinkedIn to Pipe Drive. For instance, map the first name, last name, and email address of the lead. After mapping, click on “Save and Send Test Request” to ensure that a new person is created in your Pipe Drive account successfully.

5. Sending Onboarding Emails via Gmail

The final step in your automation is to set up Gmail for sending onboarding emails. Click on the Gmail app in your workflow and establish a connection using the “Add New Connection” option. Sign in with your Google account to allow Pabbly Connect to send emails on your behalf.

Fill in the required fields such as sender name, recipient email, subject, and email content. After entering these details, click “Save and Send Test Request”. This will send the onboarding email to the new lead, completing the automation process through Pabbly Connect.

Conclusion

By using Pabbly Connect, you can automate the process of converting LinkedIn leads into deals while sending onboarding emails seamlessly. This integration not only saves time but also ensures that no leads are left unattended, enhancing your overall productivity.