How to Add LinkedIn Leads to Zoho Sheets Automatically

Learn how to use Pabbly Connect to automatically add LinkedIn leads to Zoho Sheets without manual intervention. Step-by-step tutorial included. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for LinkedIn and Zoho Integration

To start adding LinkedIn leads to Zoho Sheets automatically, you first need to access Pabbly Connect. If you’re an existing user, simply log in to your account and open the workflow builder. New users can visit pabbl.com/connect to sign up for free, which grants you hundreds of tasks every month to explore the features of Pabbly Connect.

Once logged in, you will find the workflow builder, the core interface for automation. In this section, you will set up triggers and actions to automate the process of capturing LinkedIn leads and adding them to Zoho Sheets. This is essential for streamlining your lead management process.

2. Setting Up the Trigger for LinkedIn Leads

The next step involves setting up the trigger in Pabbly Connect. Click on the ‘Add Trigger’ button and search for LinkedIn. Select LinkedIn as your trigger application and choose the event as ‘Lead Notifications’. This step is crucial as it indicates that every time a lead is generated on LinkedIn, it will trigger the automation.

• Search for LinkedIn in the trigger application.
• Select ‘Lead Notifications’ as the event.
• Click ‘Connect’ to establish a connection.

After selecting the event, if you have already connected LinkedIn with Pabbly Connect, you can select the existing connection. Otherwise, create a new connection by entering your LinkedIn account credentials. This connection is vital for pulling lead data into your automation workflow.

3. Capturing Lead Data from LinkedIn

Once the connection is established, you will be prompted to select your sponsored account. If no options are found, refresh the page to see your accounts. After selecting the account, click on ‘Save and Send Test Request’. This action will wait for a webhook response, which means Pabbly Connect is ready to receive lead data.

To test this, create a demo lead on LinkedIn by filling out the lead form associated with your ad. Although you might only be able to enter limited information (such as email and phone number) while in draft mode, this is sufficient for testing the automation. After submitting the lead form, Pabbly Connect will capture the webhook response.

• Create a demo lead on LinkedIn.
• Fill out the lead form and submit it.
• Wait for Pabbly Connect to capture the lead details.

Once the lead data is captured, you will see all relevant details such as email, phone number, first name, last name, and company name displayed in Pabbly Connect. This confirms that the integration is functioning correctly.

4. Adding LinkedIn Lead Data to Zoho Sheets

With the lead data captured, the next step is to add this information to Zoho Sheets. In Pabbly Connect, click on ‘Add New Action Step’ and search for Zoho Sheets. Select it as your action application and choose ‘Create Row’ as the event. This sets up the action that will add the captured lead data to your specified Zoho Sheet.

Click ‘Connect’ to establish a connection with Zoho Sheets. If you do not have an existing connection, you will need to create one. This requires you to provide your Zoho domain, which can be found in the URL of your Zoho Sheets account. After entering the domain, grant the necessary permissions for Pabbly Connect to access your Zoho account.

Select ‘Create Row’ in Zoho Sheets. Enter your Zoho domain from the URL. Grant permissions to Pabbly Connect.

Once the connection is established, select the workbook and worksheet where you want to store the lead details. Use the mapping feature in Pabbly Connect to dynamically insert the lead data into the appropriate fields. This ensures that every new lead is automatically added to Zoho Sheets without manual input.

5. Finalizing the Automation Process

After mapping all lead details, click on ‘Save and Send Test Request’ to test the automation. If successful, you will receive a confirmation message indicating that the lead details have been added to your Zoho Sheet. This means that Pabbly Connect is successfully automating the process of adding leads from LinkedIn to Zoho Sheets.

From now on, every time a new lead is generated on LinkedIn, the details will automatically be added to your Zoho Sheets. This automation saves time and ensures that you never miss a lead. You can now focus on converting these leads into customers without worrying about manual data entry.

To summarize, using Pabbly Connect allows you to seamlessly integrate LinkedIn and Zoho Sheets, automating your lead management process effectively. This is a powerful tool that can enhance your business operations significantly.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically add LinkedIn leads to Zoho Sheets. By following the steps outlined, you can streamline your lead management process and improve efficiency in your business. Start automating today with Pabbly Connect for better productivity!