Learn how to automatically add leads from LinkedIn Lead Ads to Pipedrive CRM using Pabbly Connect with this step-by-step tutorial. 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 start integrating LinkedIn Lead Ads with Pipedrive CRM, first, you need to access Pabbly Connect. Open a new tab in your browser and type Pabbly.com/connect to reach the landing page of Pabbly Connect.
Once on the landing page, you’ll see options to either sign in or sign up for free. If you are a new user, click on sign up for free to create an account. Existing users should click on sign in to access their dashboard. After signing in, navigate to the Pabbly Connect application to begin creating your workflow.
2. Creating a New Workflow in Pabbly Connect
After accessing Pabbly Connect, the next step is to create a new workflow. Click on the create a workflow button. You will be prompted to select a workflow builder; choose the new workflow builder for a modern interface.
- Name your workflow as Add leads from LinkedIn Lead Ads to Pipedrive CRM automatically.
- Select the folder as automations, or create a new folder if needed.
- Click on the create button to finalize the setup.
Once created, you will enter the workflow window where you can set triggers and actions. This is crucial for the automation process, as triggers initiate actions when a new lead is received from LinkedIn.
3. Setting Up the Trigger for LinkedIn Lead Ads
The next step in using Pabbly Connect is to set up the trigger. Click on the add trigger button and search for LinkedIn. Select it and choose the event as lead notifications.
After connecting, if you have existing connections, select select existing connection. If not, click on add a new connection and authenticate your LinkedIn account by entering your credentials. Once connected, refresh the fields to select your sponsored account.
- Click on save and send test request.
- Perform a test submission through your LinkedIn lead ad.
- Wait for Pabbly Connect to capture the response.
Once the test submission is completed, Pabbly Connect captures the lead details which will be used in the next steps for integration with Pipedrive.
4. Adding Action Step to Create a Person in Pipedrive
After successfully capturing the lead details, the next step is to add an action step using Pabbly Connect. Click on add new action step and select Pipedrive as your action application. Choose the event as create a person.
If you have an existing connection to Pipedrive, select select existing connection. Otherwise, click on add a new connection and input your Pipedrive API key. You can find this key by going to your Pipedrive account, clicking on the profile icon, and navigating to personal preferences and then API.
Copy your API token from Pipedrive. Paste it into the Pabbly Connect action step. Click save to establish the connection.
Now you will see fields to map the lead details captured from LinkedIn to the corresponding fields in Pipedrive. This mapping ensures that every new lead is dynamically added to your Pipedrive CRM.
5. Testing the Integration and Finalizing Setup
After setting up the action step, it’s time to test the integration. Using Pabbly Connect, click on save and send test request to confirm that the lead details are correctly sent to Pipedrive.
Once the test request is successful, check your Pipedrive account to ensure that the new contact has been created with the details you mapped earlier. You should see the name, email, and phone number corresponding to the lead submitted from LinkedIn.
Navigate to the contacts section in Pipedrive. Verify that the new lead appears with the correct information. If everything is accurate, your setup is complete!
With this successful integration, every time a new lead is generated from LinkedIn Lead Ads, it will automatically be added to your Pipedrive CRM, streamlining your lead management process.
Conclusion
In this tutorial, we explored how to use Pabbly Connect to seamlessly integrate LinkedIn Lead Ads with Pipedrive CRM. By following the step-by-step process outlined above, you can automate lead management and enhance your business efficiency.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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With Pabbly Connect, you can ensure that every lead from LinkedIn is captured and added to your CRM without manual intervention, saving you time and effort. Try this integration today to streamline your lead generation process!