How to Add LinkedIn Leads to Agiled Automatically

Learn how to seamlessly integrate LinkedIn leads into Agile CRM using Pabbly Connect. Follow this step-by-step guide for automatic lead management. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the process of adding LinkedIn leads to Agile CRM, you need to access Pabbly Connect. First, visit the Pabbly Connect website and sign up for a free account if you are a new user. This allows you to explore the features and capabilities of Pabbly Connect.

Once you are logged in, navigate to the workflow builder. This is where you will create your automation. Ensure you have your LinkedIn and Agile CRM accounts ready for the integration process.

2. Setting Up the Trigger with LinkedIn

In Pabbly Connect, the first step is to set up a trigger. Click on the ‘Add Trigger’ button and search for LinkedIn. Select it and choose the event as ‘Lead Notifications’. This is essential for capturing new leads from LinkedIn.

• Select LinkedIn as the trigger application.
• Choose ‘Lead Notifications’ as the trigger event.
• Connect your LinkedIn account to Pabbly Connect.

After connecting, you will need to refresh fields to select the appropriate sponsored account. Click on ‘Save and Send Test Request’ to ensure the connection is working correctly. This step is crucial as it prepares Pabbly Connect to capture the lead data.

3. Capturing Lead Data from LinkedIn

Once the trigger is set, you need to capture the lead data. This is done by submitting a test lead through LinkedIn. Click on your ad and fill in the required fields such as email and phone number.

• Navigate to your LinkedIn ad and click ‘Apply Now’.
• Fill in the email and phone number fields.
• Submit the form to capture the lead.

After submission, Pabbly Connect will capture the response, including first name, last name, email, and phone number. This data will be used in the next steps to create a contact in Agile CRM.

4. Adding Leads to Agile CRM

Now that you have captured the lead data, the next step is to add this information to Agile CRM. In Pabbly Connect, click on ‘Add New Action Step’ and search for Agile CRM.

Select the event as ‘Create Contact’ and connect your Agile CRM account. You will need to provide the API key from your Agile CRM settings. This ensures that Pabbly Connect can communicate with Agile CRM seamlessly.

Select Agile CRM as the action application. Choose ‘Create Contact’ as the action event. Input your API key to connect Agile CRM.

After connecting, map the lead data fields from LinkedIn to the corresponding fields in Agile CRM. This dynamic mapping allows Pabbly Connect to automatically populate new contacts with the correct information.

5. Testing the Integration

Once you have mapped all necessary fields, it’s time to test the integration. Click on ‘Save and Send Test Request’ to create a new contact in Agile CRM. If successful, you will receive a confirmation message.

To verify, check your Agile CRM contact list. You should see the new contact with all the details matching what was captured from LinkedIn. This confirms that Pabbly Connect is working correctly to automate the process.

Whenever a new lead is generated on LinkedIn, Pabbly Connect will automatically create a contact in Agile CRM without any manual input. This saves time and ensures accurate data transfer.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically add LinkedIn leads to Agile CRM. By following these steps, you can streamline your lead management process and save valuable time. Start your free trial of Pabbly Connect today to experience seamless integration.