How to Automatically Add LinkedIn Ads Leads to Zoho CRM Using Pabbly Connect

Learn how to use Pabbly Connect to automatically add LinkedIn Ads leads to Zoho CRM with this step-by-step tutorial. Optimize your lead management process today!

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Start Integration

To automatically add LinkedIn Ads leads to Zoho CRM, the first step is accessing Pabbly Connect. Open your browser and navigate to the Pabbly Connect landing page by entering pabby.com/connect.

Once on the landing page, you will see options to either sign in or sign up for free. If you are a new user, click on ‘Sign up for free’ to get started. Existing users should click on ‘Sign In’ to access their accounts. After signing in, select ‘Access Now’ for Pabbly Connect to begin creating your workflow.

2. Creating Your Workflow in Pabbly Connect

Now that you are in Pabbly Connect, click on the ‘Create Workflow’ button. This will prompt you to choose between the new workflow builder and the classic one. For a modern interface, select the new workflow builder.

• Enter the workflow name: ‘Automatically Add LinkedIn Ads Leads to Zoho CRM’
• Select your desired folder or create a new one.
• Click on ‘Create’ to proceed.

After creating the workflow, you will be directed to the workflow window where you can set triggers and actions for your automation process.

3. Setting Up 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’ to select it as your trigger application. For the trigger event, choose ‘Lead Notifications’ and click on ‘Connect’.

You have the option to add a new connection or select an existing one. If you are creating a new connection, click on ‘Add a New Connection’ and then ‘Connect with LinkedIn’. Enter your LinkedIn account credentials and sign in to establish the connection.

4. Performing Test Submission to Capture Response

After successfully connecting LinkedIn to Pabbly Connect, you need to perform a test submission to capture the lead details. Open your LinkedIn account and navigate to the campaign that is running. Click on ‘Apply Now’ to fill in the lead form.

• Fill in the required fields, such as email address and phone number.
• Click on ‘Submit’ to send the information to Pabbly Connect.

Once submitted, Pabbly Connect will capture the response, including details like first name, last name, and email. This confirms that the trigger step is functioning correctly.

5. Adding Action to Create Contact in Zoho CRM

Now it’s time to add an action step to create a new contact in Zoho CRM using Pabbly Connect. Click on ‘Add New Action Step’, search for ‘Zoho CRM’, and select it as your action application. For the action event, select ‘Create Contact’ and click on ‘Connect’.

Similar to the trigger setup, you will need to create a new connection for Zoho CRM. Enter your Zoho CRM domain, which can be found in the URL of your Zoho account, and click ‘Save’. Grant the necessary permissions to allow Pabbly Connect to access your Zoho CRM data.

Finally, map the fields from the LinkedIn lead details to the corresponding fields in Zoho CRM. After mapping, click on ‘Save and Send Test Request’ to confirm that the contact is created successfully in Zoho CRM. Refresh your Zoho CRM contacts page to see the new contact with the details you entered during the test submission.

Conclusion

In this tutorial, you learned how to use Pabbly Connect to automatically add LinkedIn Ads leads to Zoho CRM. By following these steps, you can streamline your lead management process and ensure your sales team can follow up efficiently with new leads. Experience the power of automation with Pabbly Connect for your business today!