LinkedIn to HubSpot CRM Automation for Recruitment Agencies

Learn how to automate LinkedIn to HubSpot CRM integration for recruitment agencies using Pabbly Connect. Step-by-step guide included. 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 Automation

To start the automation process of integrating LinkedIn with HubSpot CRM, you first need to access Pabbly Connect. This platform allows you to seamlessly connect various applications without any coding skills.

Begin by visiting the Pabbly website. If you are a new user, click on ‘Sign up for free’ to create an account, which provides you with 100 free tasks monthly. Existing users should click on ‘Sign in’. Once logged in, navigate to the Pabbly Connect dashboard to create a new workflow.

2. Creating Your LinkedIn to HubSpot CRM Workflow

In Pabbly Connect, the next step is to create a workflow that will automate the process of adding new leads from LinkedIn to HubSpot CRM. Click on ‘Create Workflow’ and select ‘From Scratch’. Choose the new beta workflow builder for a modern experience. using Pabbly Connect

• Name your workflow as ‘LinkedIn to HubSpot CRM Automation for Recruitment Agency’.
• Select the appropriate folder for your workflow.
• Click on ‘Create’ to finalize your workflow setup.

Once the workflow is created, you will set up a trigger application, which in this case will be LinkedIn. This trigger will initiate the automation whenever a new lead is generated.

3. Setting Up LinkedIn as the Trigger Application

To configure the trigger, select LinkedIn as your trigger application in Pabbly Connect. Choose the event ‘Lead Notification’ to monitor new leads. After that, click on ‘Connect’ to establish a connection with your LinkedIn account. using Pabbly Connect

If you do not have an existing connection, select ‘Add New Connection’ and sign in using your LinkedIn credentials. Once connected, choose the appropriate sponsored account to capture leads from.

4. Testing the LinkedIn Trigger

After setting up the LinkedIn trigger, it’s essential to test the connection. In your LinkedIn account, generate a test lead by filling out the lead form. This action will trigger the workflow in Pabbly Connect and capture the response. using Pabbly Connect

• Enter the required details such as email, phone number, first name, last name, and company name.
• Submit the form to see if the lead is captured in Pabbly Connect.

Once the form is submitted, verify that the response is received in your Pabbly Connect workflow. This confirms that the LinkedIn trigger is functioning correctly.

5. Adding HubSpot as the Action Application

Now that the LinkedIn trigger is working, it’s time to set HubSpot as the action application in Pabbly Connect. Click on ‘Add New Action Step’ and search for HubSpot. using Pabbly Connect

Select the action event as ‘Create a Contact’ and connect to your HubSpot account. Grant the necessary permissions to establish this connection. Then, use the mapping feature to dynamically populate the contact fields with data received from LinkedIn.

After completing the mapping, click on ‘Save and Send Request’ to finalize the setup. You will receive a response indicating that the contact has been successfully created in HubSpot CRM.

Conclusion

In this guide, we explored how to automate the integration of LinkedIn to HubSpot CRM using Pabbly Connect. This automation allows recruitment agencies to efficiently manage leads, saving time and enhancing productivity. By following the steps outlined, you can easily set up this workflow and streamline your recruitment process.