How to Create Salesmate Contact from LinkedIn Leads Using Pabbly Connect

Learn how to create Salesmate contacts from LinkedIn leads using Pabbly Connect in this step-by-step tutorial. Automate your lead management effortlessly! Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for LinkedIn Leads Integration

To create a Salesmate contact from LinkedIn leads, we will use Pabbly Connect as our integration platform. Start by visiting the Pabbly Connect website by searching for ‘Pabbly.com/connect’ in your browser. Here, you will see options to sign in or sign up for free.

If you are a new user, click on ‘Sign up for free’ to create an account and get 100 tasks free every month. As an existing user, click on ‘Sign in’ to access your dashboard. Once logged in, you will see various Pabbly applications, but for this tutorial, we will focus on Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, click on the ‘Create Workflow’ button. You will need to provide a name for your workflow; for this integration, name it ‘Create Salesmate Contact from LinkedIn Leads.’ Select the folder where you want to save this workflow, then click on ‘Create’.

• Name your workflow appropriately.
• Choose the correct folder for organization.

This will open the workflow window where you can set up your trigger and action. Remember, in Pabbly Connect, a trigger is the event that starts the workflow, while actions are the tasks that follow. In this case, we will set LinkedIn Leads as the trigger application.

3. Setting Up the Trigger: LinkedIn Leads

To set up the trigger in Pabbly Connect, select LinkedIn Leads as the trigger application. The trigger event will be ‘New Leads in Form Response.’ Click on ‘Connect’ to establish the connection.

If you have previously connected your LinkedIn Leads account, you can select the existing connection. Otherwise, click on ‘Add New Connection’ and follow the prompts to connect your LinkedIn Leads account. Once connected, choose your specific account and the lead form you want to use.

• Select your LinkedIn account.
• Choose the lead form for capturing leads.

After setting up the trigger, you can test the connection by submitting a lead through your LinkedIn form. Once a lead is captured, you can proceed to the next step in your workflow.

4. Setting Up the Action: Creating a Contact in Salesmate

Now that the trigger is set up, it’s time to configure the action step using Pabbly Connect. Search for and select Salesmate as the action application, then choose ‘Create Contact’ as the action event. Click on ‘Connect’.

Similar to the trigger, if you have an existing Salesmate connection, select it. If not, click on ‘Add New Connection’ and input the necessary details: host name, session token, and account URL. Make sure to follow the instructions provided to ensure a successful connection.

Enter your Salesmate account name for the host name. Obtain and enter your session token from your Salesmate account. Provide the correct account URL without trailing slashes.

After successfully connecting to Salesmate, map the required fields such as first name, last name, email, and phone number from the LinkedIn lead data captured in the trigger step. This mapping ensures that each new lead creates a dynamic contact in Salesmate.

5. Testing and Completing the Integration

With the action step configured, it’s time to test your integration. In Pabbly Connect, click on ‘Save and Send Test Request’ to verify that the contact is created in Salesmate. If everything is set up correctly, you should see a success message indicating that a new contact has been created.

To confirm, check your Salesmate account to see the new contact with the details you mapped earlier. This confirms that the automation is working as intended, allowing you to automatically create Salesmate contacts from LinkedIn leads.

In summary, using Pabbly Connect, you have successfully integrated LinkedIn Leads with Salesmate. This automation saves time and ensures that no lead is missed in your sales process. For any questions regarding this integration, feel free to reach out for support.

Conclusion

In this tutorial, we demonstrated how to create Salesmate contacts from LinkedIn leads using Pabbly Connect. By following these steps, you can automate your lead management process effectively. This integration streamlines your workflow and enhances productivity.