How to Automatically Store LinkedIn Leads in Your CRM Using Pabbly Connect

Learn how to effortlessly store LinkedIn leads in your CRM automatically using Pabbly Connect. Follow our step-by-step guide for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for LinkedIn Integration

To automate the process of storing LinkedIn leads into your CRM, begin by accessing Pabbly Connect. Open your browser and navigate to pav.com/connect. Here, you’ll find options to sign in or sign up for free. If you’re new, signing up will grant you 100 free tasks each month.

Once you’ve signed in, select the Pabbly Connect application from the dashboard. This powerful tool allows you to create workflows that connect LinkedIn with your CRM, streamlining your lead management process.

2. Creating a Workflow to Store LinkedIn Leads

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to select a workflow builder; choose the new workflow builder for a modern interface. Name your workflow ‘Store LinkedIn Leads in Your CRM Automatically’ and select a folder for organization.

• Click on ‘Create’ to open the workflow window.
• In this window, you’ll set up a trigger and actions.

In the workflow window, click on the ‘Add Trigger’ button. Search for LinkedIn and set the trigger event to ‘Lead Notifications.’ This action will initiate the workflow whenever a new lead is captured from LinkedIn.

3. Linking LinkedIn to Pabbly Connect

To connect LinkedIn with Pabbly Connect, click on ‘Connect’ and choose to add a new connection. You will be prompted to sign in to your LinkedIn account. Enter your credentials and authorize the connection.

After signing in, select your sponsored account from the options provided. If no options are found, click on ‘Refresh Fields’ to update the list. Once your account is selected, click on ‘Save and Send Test Request’ to proceed.

4. Capturing LinkedIn Leads and Sending to CRM

With your LinkedIn connection established, it’s time to capture leads. Open your LinkedIn campaign and simulate a lead submission by filling in the required fields. Once submitted, Pabbly Connect will receive the lead information.

• Ensure you enter valid lead details, such as email and phone number.
• Check the workflow for the captured response after submission.

After a few seconds, the lead details will appear in your Pabbly Connect workflow, confirming that the trigger has successfully captured the lead information.

5. Sending Captured Leads to Your CRM

Now that you’ve captured the lead, the next step is to send this information to your CRM. Click on ‘Add New Action Step’ and search for HubSpot (or your chosen CRM). Set the action event to ‘Create a Contact’ and connect your CRM account to Pabbly Connect.

After connecting, map the lead data fields from LinkedIn to the corresponding fields in your CRM. This dynamic mapping allows for seamless data transfer. Once all required fields are mapped, click on ‘Save and Send Test Request’ to create a new contact in your CRM.

After successfully creating the contact, you can verify in your CRM that the lead details match what was submitted. With this automation, every new lead from LinkedIn will automatically be stored in your CRM, saving you time and effort.

Conclusion

Using Pabbly Connect to store LinkedIn leads in your CRM automatically streamlines your lead management process. By following the steps outlined, you can ensure that every lead is captured and stored efficiently, enhancing your business operations.