Learn how to automatically save LinkedIn leads to Google Contacts using Pabbly Connect. Step-by-step tutorial for digital marketing agencies. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To begin automating the process of saving LinkedIn leads to Google Contacts, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing in to your account. If you are a new user, you can sign up for a free account, which allows you to use 100 tasks monthly to test the platform.
Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create new workflows that will facilitate the integration of LinkedIn and Google Contacts. This is where you will set up the automation that triggers whenever a new lead is generated from LinkedIn.
2. Creating a New Workflow in Pabbly Connect
In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, name it ‘Automatically Save LinkedIn Leads to Google Contacts for Digital Marketing Agencies’. Select an appropriate folder for organization, such as ‘LinkedIn Automation’.
- Click on the ‘Create’ button to finalize your workflow setup.
- Choose LinkedIn as your trigger application, and select ‘Lead Notifications’ as the trigger event.
- Connect your LinkedIn account to Pabbly Connect by entering your credentials.
After connecting LinkedIn, you will need to select the sponsored account you want to use for this workflow. Once selected, click on ‘Save and Send Test Request’ to confirm that the connection is working properly.
3. Testing the LinkedIn Integration
To test the integration, you need to generate a lead through LinkedIn. Open your LinkedIn campaign and fill out the lead generation form with the necessary details, such as email and phone number. Once the form is submitted, Pabbly Connect will capture this data as part of the workflow.
After submission, return to the Pabbly Connect dashboard to check if the lead details have been successfully captured. You should see the email and phone number you entered in the test submission. This confirms that the LinkedIn trigger is properly set up and functioning.
4. Adding Google Contacts Integration in Pabbly Connect
Next, you will set up the action step that adds the captured lead to Google Contacts. In the Pabbly Connect workflow, click on ‘Add New Action Step’ and select Google Contacts as your action application. Choose ‘Create Contact’ as the action event.
- Connect your Google account by signing in and granting permission to Pabbly Connect.
- Map the fields from the LinkedIn lead to the Google Contacts fields, such as first name, last name, email, and phone number.
- Ensure that mapping is done correctly to keep the data dynamic for future leads.
After mapping the fields, click on ‘Save and Send Request’ to finalize the integration. This will create a new contact in your Google Contacts based on the lead information captured from LinkedIn.
5. Verifying the Google Contacts Integration
Once you have saved the action step, it is time to verify that the integration works as intended. Open your Google Contacts and refresh the page to check if the new lead has been added successfully. You should see the contact created with the details you provided during the LinkedIn lead submission.
This final step confirms that your automation workflow between LinkedIn and Google Contacts via Pabbly Connect is fully operational. Whenever a new lead is generated in LinkedIn, it will automatically be saved in your Google Contacts.
Conclusion
In this tutorial, we have successfully set up an automation workflow using Pabbly Connect to save LinkedIn leads directly to Google Contacts. This process streamlines lead management for digital marketing agencies, ensuring no lead is missed. By following these steps, you can enhance your marketing efforts and improve efficiency.
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