How to Add LinkedIn Leads to Zoho Bigin Automatically

Learn how to automate adding LinkedIn leads to Zoho Bigin using Pabbly Connect with this detailed tutorial. Explore step-by-step instructions and optimize your lead management.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To add LinkedIn leads to Zoho Bigin automatically, you first need to access Pabbly Connect. If you are an existing user, simply open your workflow builder. For new users, navigate to pabbl.com/connect in your browser.

Once on the Pabbly Connect landing page, click on the ‘Sign Up for Free’ option in the top right corner. This allows you to explore the platform with 100 free tasks each month, making it easy to test the integration with Zoho Bigin.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow to connect LinkedIn with Zoho Bigin using Pabbly Connect. Click on the ‘Add Trigger’ button to start. Search for LinkedIn as the trigger application.

• Select ‘Lead Notifications’ as the event.
• If you have an existing connection, select it; otherwise, click ‘Add a New Connection’.
• Log into your LinkedIn account when prompted.

After connecting, refresh the fields to select your sponsored account. Click on ‘Save and Send Test Request’ to capture the webhook response from LinkedIn.

3. Capturing Lead Data from LinkedIn

Once you submit the lead form on LinkedIn, Pabbly Connect will capture the webhook response. Ensure you have filled out the necessary fields in the lead form, such as email and phone number.

After submitting the form, Pabbly Connect will display the captured lead details, including first name, last name, company name, email address, and phone number. This data is crucial for creating a new contact in Zoho Bigin.

4. Adding Leads to Zoho Bigin Automatically

Now that you have captured the lead data, it’s time to add this information to Zoho Bigin. Click on ‘Add New Action Step’ and select Zoho Bigin as the action application. using Pabbly Connect

• Choose ‘Create Contact’ as the event.
• If you have an existing connection with Zoho Bigin, select it; otherwise, create a new connection.
• Input your Zoho Bigin domain when prompted.

After establishing the connection, map the lead details from LinkedIn to the respective fields in Zoho Bigin. This mapping process ensures that the data is dynamically inserted for each new lead.

5. Testing and Verifying the Integration

Once you have mapped all necessary fields, click on ‘Save and Send Test Request’ to verify that a new contact is created in Zoho Bigin. Refresh your Zoho Bigin dashboard to see the new contact populated with the lead details.

This successful integration means that every time you receive a lead from LinkedIn, Pabbly Connect will automatically create a new contact in Zoho Bigin. This automation saves you time and ensures no lead is missed.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding LinkedIn leads to Zoho Bigin. By following the steps outlined, you can efficiently manage your leads and enhance your business operations.