Log LinkedIn Leads in Zoho CRM & Send Product Demo Emails

Learn how to seamlessly log LinkedIn leads in Zoho CRM and send product demo emails using Pabbly Connect with this step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Overview of Pabbly Connect for Integration

To log LinkedIn leads in Zoho CRM and send product demo emails, we will use Pabbly Connect. This powerful automation tool allows users to integrate different applications seamlessly without any coding knowledge.

By using Pabbly Connect, you can automate the process of capturing leads from LinkedIn and sending them to Zoho CRM and Gmail. This integration ensures that your leads are managed efficiently and promptly.

2. Setting Up Pabbly Connect for LinkedIn Leads

To get started, visit the official Pabbly Connect website at Pabbly.com/connect. Here, you can either sign in if you have an account or sign up for free to get started with 100 free tasks each month.

• Click on the ‘Sign Up Free’ button if you are a new user.
• If you are an existing user, click on the ‘Sign In’ button.
• Once logged in, select ‘Access Now’ under Pabbly Connect.

After accessing Pabbly Connect, create a new workflow by clicking the ‘Create Workflow’ button. Name your workflow as ‘Log LinkedIn Leads in Zoho CRM and Send Product Demo Emails’. This workflow will facilitate the integration of LinkedIn with Zoho CRM and Gmail through Pabbly Connect.

3. Integrating LinkedIn with Zoho CRM via Pabbly Connect

The first step is to set LinkedIn as the trigger application in your workflow. Click on the plus icon and search for LinkedIn. Select the ‘Lead Notification’ event and click on the connect button.

Since you are creating a new connection, click on ‘Add New Connection’ and authorize Pabbly Connect to access your LinkedIn account. After connecting, select your LinkedIn sponsored account. Enable the simple response toggle for easier data handling.

• Click ‘Save and Send Test Request’ to initiate the connection.
• Submit a test lead through your LinkedIn lead ad.
• Verify that the lead details are received in Pabbly Connect.

If successful, you will see the lead data captured, confirming that LinkedIn is properly integrated with Pabbly Connect.

4. Creating a New Contact in Zoho CRM

Next, select Zoho CRM as the action application. Click on the plus icon, search for Zoho CRM, and choose the ‘Create Contact’ event. Connect to your Zoho CRM account by clicking on ‘Add New Connection’ and entering your domain (e.g., zoho.com).

After connecting, map the lead data from LinkedIn to Zoho CRM fields. This mapping is crucial as it ensures that the correct information is transferred. For example, map the first name, last name, email, and mobile number fields accordingly.

Select the corresponding fields from the LinkedIn lead data. Click ‘Save and Send Test Request’ to create the contact in Zoho CRM. Refresh Zoho CRM to verify that the new contact has been created.

With successful mapping and testing, you will see the new contact appear in Zoho CRM, confirming the integration is working through Pabbly Connect.

5. Sending Product Demo Emails via Gmail

The final step is to send a product demo email to the new lead. Select Gmail as the next action application. Click on the plus icon, search for Gmail, and choose the ‘Send Email’ event. Connect your Gmail account by either selecting an existing connection or creating a new one.

Once connected, fill in the email fields. Set the sender name, recipient email (mapped from LinkedIn lead data), and write the email subject and content. Use mapping to personalize the email, ensuring that the recipient’s name appears correctly.

Click ‘Save and Send Test Request’ to send the email. Check your Gmail to confirm that the email has been received. Ensure that the email content displays the lead’s name correctly.

Upon successful email delivery, you will have completed the integration process using Pabbly Connect. This automation enables you to efficiently manage leads and enhance customer engagement.

Conclusion

In this tutorial, we explored how to log LinkedIn leads in Zoho CRM and send product demo emails using Pabbly Connect. By following these steps, you can streamline your lead management process and improve your outreach efforts effectively.