LinkedIn Lead Automation for Software Sales

Learn how to automate LinkedIn lead notifications to Slack using Pabbly Connect. This detailed tutorial covers step-by-step integration for software sales. 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. Access Pabbly Connect for LinkedIn Lead Automation

To start automating LinkedIn lead notifications, first, access Pabbly Connect by visiting Pabbly.com/connect. This platform allows seamless integration of various applications without any coding knowledge.

If you are new to Pabbly, click on the ‘Sign Up Free’ option to create an account and receive 100 free tasks each month. Existing users can simply click on ‘Sign In’ to access their dashboard.

2. Create a New Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, navigate to the dashboard and click on the ‘+ Create Workflow’ button. This initiates the process of setting up your automation.

You will be prompted to select a workflow builder. Choose the ‘New Beta’ version for a modern experience. Name your workflow as ‘LinkedIn Lead Automation for Software Sales’ and select a relevant folder.

3. Link LinkedIn Lead Ads to Pabbly Connect

In this step, you will set up the trigger application in Pabbly Connect. Search for ‘LinkedIn Lead Ads’ and select it as your trigger application. Choose the event as ‘Lead Notifications’.

Click on the ‘Connect’ button, then select ‘Add New Connection’. After signing into your LinkedIn account, choose the sponsored account linked to your Pabbly account. Set the response format to ‘Simple’ and click on ‘Save and Send Test Request’.

• Select ‘LinkedIn Lead Ads’ as the trigger application.
• Choose ‘Lead Notifications’ as the app event.
• Connect your LinkedIn account to Pabbly Connect.

After submitting a test lead form, check back in Pabbly Connect to confirm that the lead details are captured successfully, indicating that the trigger is functioning correctly.

4. Integrate Slack for Lead Notifications

The next step involves linking Slack to Pabbly Connect. Click on the ‘+’ icon to add an action step and search for ‘Slack’. Select it as your action application.

Choose ‘Send Channel Message’ as the app event, then click ‘Connect’. Similar to the previous steps, you will create a new connection by clicking on ‘Add New Connection’. Enter the token type as ‘Bot’ and allow access to your Slack account.

• Select ‘Send Channel Message’ as the action event.
• Connect your Slack account to Pabbly Connect.
• Choose the channel ID for notifications.

In the message field, enter a custom message like ‘New lead captured’ and map the fields from the LinkedIn response to personalize the message. This mapping ensures that the data sent to Slack is dynamic and relevant.

5. Finalize Your LinkedIn Lead Automation

After setting up the Slack integration, click on ‘Save and Send Test Request’ to verify that the message is sent to your designated Slack channel. You should see a confirmation message in Slack indicating the successful integration.

Don’t forget to enable the workflow toggle in Pabbly Connect to ensure that the automation runs continuously. This setup allows your sales team to receive instant notifications when new leads are generated from LinkedIn, enhancing response time and increasing conversion rates.

Conclusion

By following this tutorial, you can efficiently automate LinkedIn lead notifications to Slack using Pabbly Connect. This integration streamlines your sales process, allowing your team to respond to leads faster and improve overall sales performance.