How to Capture New Leads in Seconds Automatically

Learn how to capture new leads automatically using Pabbly Connect, integrating LinkedIn, Google Sheets, and more in just a few simple steps. 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 Lead Capture

To capture new leads automatically, you first need to access Pabbly Connect. Start by navigating to Pabbly.com/connect in your browser. This will take you to the Pabbly Connect homepage, where you can either sign in or sign up for free.

If you’re a new user, click on ‘Sign up free’ to get started with 100 free tasks every month. Existing users can simply sign in. After logging in, you will be directed to the Pabbly apps window, where you can access Pabbly Connect by clicking on ‘Access Now’.

2. Creating a Workflow in Pabbly Connect

Once you are in Pabbly Connect, the next step is to create a new workflow for capturing leads automatically. Click on the ‘Create Workflow’ button. You will see two options: ‘Create from scratch’ and ‘Create using AI’. Choose ‘Create from scratch’.

• Select the beta version for modern features.
• Name your workflow, for example, ‘Capture New Leads in Seconds Automatically’.
• Choose a folder to save your workflow, such as ‘Automations’.

After naming your workflow, click on the ‘Create’ button. You have now successfully created a workflow in Pabbly Connect that will manage your lead capture process.

3. Setting Up the Trigger for Lead Capture

To automate lead capture, you need to set up a trigger in Pabbly Connect. For this integration, select LinkedIn as your trigger application. Choose ‘Lead Notifications’ as the app event.

Next, click on ‘Connect’ to build a new connection. If you have not connected your LinkedIn account previously, select ‘Add a new connection’. You will be prompted to log into your LinkedIn account. After connecting, select your sponsored account from the drop-down menu.

4. Generating a Test Lead

After setting up your trigger, you need to generate a test lead to ensure everything is working correctly. Navigate to your LinkedIn Ads Campaign Manager and create a test lead using your lead form. Fill in the required fields such as email and phone number, while keeping static values for the first name and last name.

• Use a test email address, for instance, ‘[email protected]’.
• Add a random phone number.

After submitting the test lead, return to Pabbly Connect to check if the lead details were successfully captured. You should see a successful response indicating that the lead details have been received.

5. Adding Action to Google Sheets

Now that you have captured the lead, the next step is to add this information to Google Sheets. In Pabbly Connect, add an action step and select Google Sheets as the action application. Choose ‘Add a New Row’ as the app event.

Click on ‘Connect’ to set up a new connection with Google Sheets. You will need to sign in with your Google account and allow access to Pabbly Connect. Once connected, select your spreadsheet and the specific sheet where you want to store the lead information.

Conclusion

By following these steps, you can effectively capture new leads automatically using Pabbly Connect. This integration allows you to streamline your lead management process by automatically adding new leads from LinkedIn into Google Sheets. Implementing this automation can save you time and enhance your lead management efficiency.