Integrate Salesforce with LinkedIn Lead Ads Using Pabbly Connect

Learn how to create new contacts in Salesforce from LinkedIn Lead Ads using Pabbly Connect. Follow our step-by-step guide for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Integration

In this section, we will explore how to use Pabbly Connect to create new contacts in Salesforce from LinkedIn Lead Ads. Pabbly Connect is an automation platform that bridges the gap between different applications, allowing seamless data transfer.

To get started, head over to the Pabbly Connect landing page by typing Pabbly.com/connect in your browser. Once there, you can choose to sign in or sign up for a free account, which provides 100 free tasks every month. This is a great way to explore the capabilities of Pabbly Connect without any initial investment.

2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to select between the new workflow builder and the classic one. For this tutorial, we will use the new workflow builder, which is faster and more flexible.

• Click on ‘Create Workflow’.
• Choose the new workflow builder option.
• Name your workflow: ‘Create New Contacts in Salesforce from LinkedIn Lead Ads’.

Once you have named your workflow, select the folder where you want to save it and click on the ‘Create’ button. This will open the workflow window where you will set up triggers and actions for the integration.

3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger that will initiate the workflow. Click on the ‘Add Trigger’ button and search for LinkedIn in the application options. Select LinkedIn as your trigger application.

For the trigger event, choose ‘Lead Notification’. After selecting this, you will need to connect your LinkedIn account to Pabbly Connect. Click on ‘Add a New Connection’ and follow the prompts to authorize the connection.

• Select the sponsored account from the dropdown.
• Click ‘Save and Send Test Request’ to capture the webhook response.
• Perform a test submission on your LinkedIn ad to generate a lead.

Once the test submission is complete, Pabbly Connect will capture the lead details, confirming that your trigger is correctly set up.

4. Configuring the Action in Pabbly Connect

After successfully setting up the trigger, it’s time to configure the action that will take place in Salesforce. Click on the ‘Add New Action Step’ button and select Salesforce as your action application.

For the action event, choose ‘Create Contact’ and connect your Salesforce account to Pabbly Connect. You will need to authorize the connection by granting necessary permissions. Once connected, you can proceed to map the fields from the LinkedIn lead to the Salesforce contact.

Map the first name, last name, email, and phone number fields. Leave any non-required fields blank. Click ‘Save and Send Test Request’ to create the contact in Salesforce.

After the test request is sent, you should see a success message indicating that the contact has been created in Salesforce. This confirms that your integration is functioning correctly.

5. Verifying Integration Success

To ensure everything is working as intended, open your Salesforce account and refresh the contacts list. You should see the new contact created from the LinkedIn lead submission.

This seamless integration using Pabbly Connect allows your sales team to follow up on leads quickly and efficiently. By automating this process, you save time and reduce manual data entry errors.

Now, every time a new lead is generated from LinkedIn Lead Ads, a corresponding contact will automatically be created in Salesforce, streamlining your lead management process.

Conclusion

In conclusion, using Pabbly Connect to integrate Salesforce with LinkedIn Lead Ads simplifies the process of creating new contacts from leads. This automation enhances efficiency and ensures timely follow-ups for your sales team.