Creating Deals in Zoho CRM from LinkedIn Lead Ads Responses Using Pabbly Connect

Learn how to automate deal creation in Zoho CRM from LinkedIn Lead Ads responses using Pabbly Connect in this detailed 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 automate the creation of deals in Zoho CRM from LinkedIn Lead Ads responses, you will first need to access Pabbly Connect. Start by navigating to Pabbly.com/connect in your web browser.

Once on the Pabbly Connect homepage, you can either sign in as an existing user or sign up for a new account. Signing up gives you 100 free tasks every month, allowing you to explore the platform. After logging in, you will be directed to the Pabbly Connect dashboard where you can create your workflow.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the Create Workflow button to begin. You will be prompted to choose between the new beta version or the classic version of the workflow builder. For this tutorial, select the beta version for a modern experience.

• Click on Create Workflow.
• Name your workflow, e.g., ‘Create Deals in Zoho CRM from LinkedIn Lead Ads Responses’.
• Select a folder to save your workflow, such as ‘Automations’.

After setting this up, you will have a new workflow ready to configure triggers and actions. The next step involves setting up a trigger to initiate the workflow.

3. Setting Up the Trigger for LinkedIn Lead Ads

To set up the trigger, click on Add Trigger. Choose LinkedIn as the trigger application and select Lead Notifications as the event. Click on Connect to establish a connection between LinkedIn and Pabbly Connect.

• Select Add a New Connection if you haven’t connected LinkedIn previously.
• Log into your LinkedIn account to facilitate the connection.
• Choose the sponsored account related to your LinkedIn Lead Ads.

Once connected, perform a test submission by generating a lead in your LinkedIn Lead Ads. This will allow Pabbly Connect to receive a webhook response, confirming that the trigger is set up correctly.

4. Adding Action to Create Deals in Zoho CRM

After successfully setting up the trigger, the next step is to add an action. Click on Add Action and select Zoho CRM as the action application. Then choose Create Deal as the event. Again, click on Connect to establish a connection.

Select Add a New Connection if you haven’t connected Zoho CRM before. Enter your Zoho domain, e.g., zoho.com, to connect. Grant access to Pabbly Connect to manage your data.

Once the connection is established, map the required fields for the deal. Input a static deal name, map the lead’s first and last name, and fill other necessary details like email and phone number. This ensures that every new lead creates a corresponding deal in Zoho CRM.

5. Finalizing the Automation Process

To finalize the automation, you need to set the closing date for the deal. Add another action step using DateTime Formatter by Pabbly to modify the current date. Set it to add five days to the current date for the deal’s closing date.

Select Modify Current Date in the DateTime Formatter. Choose the appropriate date format and time zone. Click Save and Send Request to finalize the date.

After setting the closing date, save the workflow. You can test the entire integration by submitting a new lead through LinkedIn, which should automatically create a deal in Zoho CRM. This seamless integration showcases the power of Pabbly Connect in automating your business processes.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to create deals in Zoho CRM from LinkedIn Lead Ads responses. By following the steps outlined, you can automate your lead management process efficiently. This integration not only saves time but also enhances your workflow significantly.