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Instantly Assign LinkedIn B2B Leads to Team Monday.com Boards

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate LinkedIn B2B leads with Monday.com, you first need to access Pabbly Connect. Simply go to the Pabbly website and sign up for an account. Once you complete the signup process, you will have access to 100 free tasks every month, perfect for testing your integration.

Upon signing in, you will arrive at the Pabbly Connect dashboard. This is where you can create and manage all your automation workflows. Click on the ‘+ Create Workflow’ button to begin setting up your integration.

2. Creating Your Integration Workflow with Pabbly Connect

After accessing the dashboard of Pabbly Connect, you can create a new workflow using the Quick Builder option. This allows you to instantly connect LinkedIn and Monday.com by simply entering a prompt that describes your integration needs.

Select ‘Lead Notifications’ as the trigger for LinkedIn.
Choose ‘Create Item’ as the action for Monday.com.
Approve the automatically generated workflow.

With these steps, your workflow will be created successfully, enabling seamless data transfer between LinkedIn and Monday.com through Pabbly Connect.

3. Connecting LinkedIn to Pabbly Connect

To connect your LinkedIn account, click on the LinkedIn application within your workflow and select the connect button. If you are making a new connection, you will need to sign in to your LinkedIn account through Pabbly Connect.

Once signed in, choose your sponsored account and select the response format. You can opt for a simple, advanced, or raw format depending on your needs. After selecting the simple format, click on the ‘Save and Send Test Request’ button to confirm the connection.

4. Setting Up Monday.com in Pabbly Connect

Next, you will connect your Monday.com account to Pabbly Connect. Click on the Monday.com application and select the connect button. When prompted, enter your API token, which you can find in your Monday.com account under the developers section.

After pasting the API token, select the board ID (e.g., LinkedIn B2B leads) and the group name (e.g., New Leads). Map the fields from LinkedIn to Monday.com, such as the user’s first name and email address. This mapping is crucial as it allows for dynamic data transfer.

Map the user’s first name to the item name field.
Set the lead status as ‘New Lead’.

After mapping all necessary fields, click on ‘Save and Send Request’ to finalize the setup.

5. Verifying Your Integration

After completing the setup, it’s essential to verify that your integration works correctly. Submit a test lead through your LinkedIn lead form. Once the form is submitted, check your Monday.com board to see if the new lead appears automatically.

If everything is set up correctly, you should see a new row in your Monday.com board populated with the details from the LinkedIn lead form. This confirms that the integration via Pabbly Connect is functioning as intended.

Finally, ensure that you enable the toggle switch for your workflow in Pabbly Connect so that it remains active for future leads.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to instantly assign LinkedIn B2B leads to your Monday.com boards. By following these steps, you can automate the lead assignment process, saving time and reducing manual errors.