Integrating LinkedIn Lead Ads with Salesforce Using Pabbly Connect

Learn how to log LinkedIn Lead Ads in Salesforce and automate follow-up emails using Pabbly Connect. A step-by-step guide to streamline your lead management process.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To log LinkedIn Lead Ads leads in Salesforce and send automated follow-up emails, we will use Pabbly Connect. First, navigate to the Pabbly website by typing pabby.com in your browser. Sign in to your existing account or create a new one to get started.

Once logged in, you will see the Pabbly apps page. Click on Pabbly Connect to access the dashboard where you can create and manage your workflows. This platform allows seamless integration between LinkedIn, Salesforce, and Gmail, automating the lead management process.

2. Creating a New Workflow in Pabbly Connect

To create a new workflow, click on the Pabbly Connect dashboard and select ‘Create Workflow’. Choose the new beta workflow builder for a modern experience. Name your workflow, such as ‘Log LinkedIn Leads in Salesforce and Send Automated Follow-Up Emails’, and select an appropriate folder for organization.

• Click on the plus icon to create a new folder if needed.
• Select the folder where you want to save the workflow.
• Click ‘Create’ to finalize your workflow setup.

After creating your workflow, you will be prompted to set up a trigger. The trigger is an event that starts the automation process. In this case, we will use LinkedIn as the trigger application to capture new leads.

3. Setting Up LinkedIn as the Trigger Application

In the workflow setup, select LinkedIn as the trigger application. Choose the trigger event as ‘Lead Notification’. This will initiate the workflow whenever a new lead is captured on LinkedIn. Click on Pabbly Connect to connect with your LinkedIn account.

If you don’t have an existing connection, click on “Add New Connection” and authorize Pabbly Connect to access your LinkedIn account. Once authorized, select your sponsored account from the dropdown menu and click on ‘Save and Send Test Request’ to capture the lead response.

• Ensure you have a test lead form ready on LinkedIn to generate a lead for testing.
• Submit the test lead form to trigger the workflow.

After submitting the form, you should see the lead details appear in your Pabbly Connect workflow, confirming that the trigger has been set up correctly.

4. Logging Leads in Salesforce via Pabbly Connect

Next, we will add an action step to log the captured lead in Salesforce. Click on “Add New Action Step” and select Salesforce as the action application. Choose the action event as ‘Create Lead’ and connect your Salesforce account through Pabbly Connect.

Once connected, use the mapping feature to dynamically insert the lead information from LinkedIn into the Salesforce fields. This ensures that every new lead captured will automatically populate the corresponding fields in Salesforce without manual input.

Map fields such as First Name, Last Name, Email, and Phone Number from LinkedIn to Salesforce. Ensure to leave any non-required fields blank to avoid errors.

After mapping the fields, click on ‘Save and Send Test Request’ to verify that the lead has been successfully logged in Salesforce. You can check your Salesforce account to confirm the new lead entry.

5. Sending Automated Follow-Up Emails Using Pabbly Connect

Finally, we will set up an action to send automated follow-up emails through Gmail. Add another action step and select Gmail as the action application. Choose ‘Send Email’ as the action event and connect your Gmail account using Pabbly Connect.

Once connected, map the recipient’s email address from the lead information captured earlier. Customize the email subject and body to create a personalized follow-up message. You can include links to resources or additional information relevant to the lead.

Use dynamic mapping for the recipient’s name and email to personalize the message. Ensure the email content is clear and provides value to the recipient.

After setting up the email details, click on ‘Save and Send Test Request’ to send a test email. Check your inbox to confirm that the email has been sent successfully, completing your automated workflow.

Conclusion

In this tutorial, we explored how to log LinkedIn Lead Ads leads in Salesforce and send automated follow-up emails using Pabbly Connect. This integration streamlines your lead management process, saving time and effort while ensuring timely communication with potential clients.