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Every LinkedIn Lead Sent to Zoho CRM Automatically

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating LinkedIn leads into Zoho CRM, you first need to access Pabbly Connect. Open a new tab and type in pab.com/connect to reach the Pabbly Connect landing page.

Once on the page, existing users can click on the “Sign In” button, while new users should select the “Sign Up Free” option to create an account. Pabbly Connect offers 100 free tasks each month, which is perfect for testing your integrations.

2. Creating a Workflow in Pabbly Connect

After signing in, click on the “Create Workflow” button to initiate a new workflow. You can name this workflow something like “Connect LinkedIn Leads to Zoho CRM”. This is essential for tracking your automation.

Click on “Create New” to start from scratch.
Select LinkedIn as the trigger application.
Choose the event type for new leads.

After setting this up, click on “Continue” to proceed. Pabbly Connect will then prompt you to connect your LinkedIn account.

3. Connecting LinkedIn to Pabbly Connect

To connect LinkedIn, click on “Connect with LinkedIn”. This will open a new window for you to log in to your LinkedIn account. Ensure that you authorize Pabbly Connect to access your LinkedIn data.

Once connected, you can set up the required fields for the leads you want to capture. This includes first name, last name, email, and any other relevant information you wish to store in Zoho CRM.

4. Integrating Zoho CRM with Pabbly Connect

Next, you will integrate Zoho CRM into your workflow. Click on “Add Action Step” and select Zoho CRM as the application. You will need to connect your Zoho CRM account by providing your domain and authorizing access.

In this step, you will map the fields from LinkedIn to Zoho CRM. For instance, map the first name and last name fields from LinkedIn to the corresponding fields in Zoho CRM. This ensures that the data is accurately transferred.

Select the lead source as LinkedIn.
Map the email address and phone number fields.

After mapping the fields, click on “Save & Send Test Request” to verify that the integration works correctly. Check Zoho CRM to confirm that the new lead has been added successfully.

5. Finalizing Your Integration

Once you have confirmed that the leads are being added to Zoho CRM, your integration is complete. You can now automate the process of capturing LinkedIn leads without any manual effort.

This automation will save you time and ensure that all leads are tracked efficiently within Zoho CRM. You can always revisit Pabbly Connect to make adjustments or add more applications to your workflow as needed.

Conclusion

In this tutorial, we explored how to integrate LinkedIn leads into Zoho CRM using Pabbly Connect. This process automates lead capture, ensuring that your CRM is always updated with the latest leads.