How to Notify Your Team for Every New LinkedIn Lead

Learn how to use Pabbly Connect to automatically notify your team about new LinkedIn leads with this step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for LinkedIn Lead Notifications

To automatically notify your team for every new LinkedIn lead, start by accessing Pabbly Connect. If you are a new user, open your browser and navigate to pabbl.com/connect. Here, you can sign up for a free account, which allows you to explore Pabbly Connect with 100 tasks free every month.

Once signed up, log into your Pabbly Connect account and access the workflow builder. This area is crucial for setting up your automation, where you will define triggers and actions for the workflow.

2. Setting Up the Trigger for LinkedIn in Pabbly Connect

In the workflow builder of Pabbly Connect, the first step is to set up a trigger. Click on the ‘Add Trigger’ button and search for LinkedIn. Select LinkedIn as the application and choose the event type as ‘Lead Notifications’.

After selecting the event, click on the ‘Connect’ button. If you have previously connected LinkedIn with Pabbly Connect, choose the existing connection. Otherwise, click on ‘Add a New Connection’ to log in to your LinkedIn account. Make sure you have the correct permissions set for Pabbly Connect to access your LinkedIn leads.

3. Testing the LinkedIn Trigger Connection

Once your LinkedIn account is connected, select the sponsored account and click ‘Save and Send Test Request’. This action will prompt Pabbly Connect to wait for a webhook response. To test this, create a test lead by clicking on ‘Apply Now’ and entering the lead’s email address and phone number.

• Enter the email and phone number of your test lead.
• Submit the form to send the information to Pabbly Connect.
• Check that the lead details are captured correctly in Pabbly Connect.

After submitting the test lead, you will see the captured information in Pabbly Connect. This confirms that the trigger is functioning correctly and ready to notify your team of real leads in the future.

4. Adding Action to Notify Team via Discord

Now that the LinkedIn trigger is set up in Pabbly Connect, the next step is to add an action to notify your team. Click on ‘Add New Action Step’ and search for Discord. Select Discord and choose the event type as ‘Send Channel Message’.

Click on ‘Connect’ and enter the webhook URL from your Discord server. To obtain this URL, go to your Discord server settings, navigate to ‘Integrations’, and create a new webhook. Copy the webhook URL and paste it into Pabbly Connect.

5. Mapping Lead Details in Discord Message

In the message field of Pabbly Connect, you can customize your notification. For instance, you might write ‘New Lead Alert: Name of Lead’. Instead of manually entering the details, use the mapping feature to insert data dynamically from the previous step.

• Use a slash to search for lead details like name, email, and phone number.
• Map these details into your message to ensure real-time updates.
• Finalize your message and click ‘Save and Send Test Request’.

After testing, check your Discord channel to ensure the new lead alert appears correctly. This confirms that your Pabbly Connect automation is set up successfully, allowing you to notify your team instantly for every new LinkedIn lead.

Conclusion

In this tutorial, we explored how to automate team notifications for new LinkedIn leads using Pabbly Connect. By following these steps, you can ensure your team is promptly notified of every new lead, streamlining your lead management process effectively.