How to Add LinkedIn Lead Gen Ads Leads in Salesforce Using Pabbly Connect

Learn how to seamlessly integrate LinkedIn Lead Gen Ads leads into Salesforce using Pabbly Connect with this step-by-step tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To start adding LinkedIn Lead Gen Ads leads into Salesforce, first, access Pabbly Connect. This platform allows seamless integration between LinkedIn and Salesforce, ensuring that leads from your LinkedIn forms are captured automatically.

Visit Pabbly Connect and sign up for a free account if you’re a new user. Once signed in, you’ll be directed to the dashboard where you can create workflows. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Add LinkedIn Lead Gen Ads Leads to Salesforce’.

2. Connecting LinkedIn Lead Gen Ads with Pabbly Connect

In this section, we will connect your LinkedIn Lead Gen Ads to Pabbly Connect. Select LinkedIn Lead Gen Forms as the trigger application. This setup will initiate the workflow whenever a lead is generated from your LinkedIn form.

• Choose ‘LinkedIn Lead Gen Forms’ as the trigger application.
• Select ‘New Lead’ as the trigger event.
• Click on ‘Connect’ and add a new connection.

After connecting, you will need to authorize Pabbly Connect to access your LinkedIn account. Once authorized, select the lead generation form you want to use, for example, ‘Tour and Travel Booking Form’. This is crucial as it specifies which leads will be captured.

3. Capturing Leads from LinkedIn

Once your LinkedIn Lead Gen Form is connected to Pabbly Connect, you can capture leads automatically. To test this, submit a dummy entry through your LinkedIn form. Ensure that the lead details are filled out correctly, including the first name, last name, email, and phone number.

• Fill in the required fields in your LinkedIn form.
• Submit the form to generate a lead.
• Check Pabbly Connect to see if the lead data has been captured.

After submission, Pabbly Connect will retrieve the latest lead details from your LinkedIn form. This step is essential as it verifies that the integration is functioning correctly before moving on to Salesforce.

4. Integrating Salesforce with Pabbly Connect

Now that your leads are being captured in Pabbly Connect, the next step is to send this data to Salesforce. Select Salesforce as the action application and choose the action event as ‘Create Contact’. This will allow Pabbly Connect to create new contacts in Salesforce automatically.

Connect your Salesforce account to Pabbly Connect by clicking on ‘Connect’ and adding a new connection. You will need to authorize Pabbly Connect to access your Salesforce account. Once connected, you can map the lead details from LinkedIn to the corresponding fields in Salesforce.

5. Finalizing the Automation Process

After mapping the necessary details, such as first name, last name, email, and phone number, you can finalize the automation process. Click on the ‘Save’ button in Pabbly Connect to ensure that your workflow is active. This setup guarantees that every time a lead is submitted through your LinkedIn form, a new contact will be created in Salesforce.

Keep in mind that Pabbly Connect checks for new entries every three hours. Therefore, it may take some time for the new contacts to appear in Salesforce. Patience is key as the system processes the data.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding LinkedIn Lead Gen Ads leads to Salesforce. By following these steps, you can streamline your lead management efficiently and effectively. Automating this process saves time and ensures that no lead is missed, allowing you to focus on converting leads into customers.