Integrating LinkedIn Lead Gen Forms with Salesforce Using Pabbly Connect

Learn how to automate the process of creating Salesforce leads from LinkedIn Lead Gen Forms using Pabbly Connect in this detailed tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating the lead generation process, you first need to access Pabbly Connect. This platform allows you to integrate various applications seamlessly.

Visit the Pabbly Connect homepage by entering the URL Pabbly.com/connect. Here, you will find options to either sign in or sign up for a free account. If you are a new user, click on ‘Sign Up Free’ to explore the software with 300 tasks each month.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you can create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Name your workflow, for instance, ‘Create Salesforce Lead for LinkedIn Lead Gen Forms Leads’.
• Select a folder for organization, such as ‘Automations’.
• Click on the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see options for setting up a trigger and action. The trigger indicates when the automation should start, while the action specifies what happens next.

3. Setting Up the Trigger for LinkedIn Lead Gen Forms

In this step, select Pabbly Connect as your trigger application and choose ‘LinkedIn Lead Gen Forms’ as the specific trigger. This will allow you to capture leads generated from your LinkedIn ads.

Next, select the trigger event as ‘New Lead Gen Form Response’. This means that every time a new lead fills out the form, Pabbly Connect will initiate the workflow.

• Connect your LinkedIn Lead Gen Forms account to Pabbly Connect.
• Choose the specific ad account and lead form from the dropdown menu.
• Generate a test lead to verify the connection.

After generating a test lead, click ‘Save and Send Test Request’ to ensure that Pabbly Connect captures the lead information correctly.

4. Setting Up Action to Create a Lead in Salesforce

Now that the trigger is set up, the next step is to define the action. In this case, select Pabbly Connect as your action application and choose ‘Salesforce’. This will allow you to create a new lead in Salesforce whenever a new lead is captured from LinkedIn.

For the action event, select ‘Create New Lead’. This will automatically add the lead information into your Salesforce account. Connect your Salesforce account to Pabbly Connect by granting necessary permissions.

Map the lead details from LinkedIn to Salesforce fields. Ensure required fields like first name, last name, email, and phone number are filled correctly. Click ‘Save and Send Test Request’ to create the lead in Salesforce.

After successfully creating the lead, you can check your Salesforce account to verify that the new lead has been added with all the captured details.

5. Conclusion

In this tutorial, we demonstrated how to automate the process of creating Salesforce leads from LinkedIn Lead Gen Forms using Pabbly Connect. By following these steps, you can efficiently manage leads and ensure timely follow-ups.

This integration not only saves time but also helps in organizing leads effectively, turning inquiries into business opportunities seamlessly.