Never Miss a LinkedIn Lead: Instant Slack Alerts Setup with Pabbly Connect

Learn how to set up instant Slack alerts for LinkedIn leads using Pabbly Connect in this detailed tutorial. Never miss a lead again! Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To set up instant Slack alerts for LinkedIn leads, you first need to access Pabbly Connect. Start by navigating to the Pabbly website and selecting the ‘Connect’ option. If you are a new user, click on ‘Sign Up Free’ to create an account and receive 100 free tasks every month. Existing users can simply sign in to their accounts.

Once signed in, you will be directed to the Pabbly apps window. Locate Pabbly Connect and click on ‘Access Now’ to enter the dashboard. Here, you can create a new workflow that will automate the process of sending Slack alerts whenever a new LinkedIn lead is generated.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button located at the top right corner. You will be prompted to select a workflow builder; choose the ‘New Beta’ version for a more modern and flexible experience. After selecting, name your workflow something descriptive, such as ‘Never Miss a LinkedIn Lead Instant Slack Alert Setup.’ You can also choose a specific folder to save your workflow.

• Click on the ‘Create’ button to finalize the workflow creation.
• Understand the two principles of automation: Trigger and Action.
• Set up a Trigger to initiate the workflow.

After naming your workflow, proceed to set up the trigger. Click on the ‘Add Trigger’ button and select ‘LinkedIn’ as the app and ‘Lead Notifications’ as the event. This is where Pabbly Connect begins to facilitate the integration between LinkedIn and Slack.

3. Connecting LinkedIn to Pabbly Connect

To connect your LinkedIn account, click on ‘Connect’ and choose ‘Add a New Connection.’ If your LinkedIn account is already linked, you can opt for the existing connection. Once you select ‘Connect with LinkedIn,’ ensure you are logged into your LinkedIn account in the same browser for a smooth connection process. using Pabbly Connect

Next, you will be prompted to select your sponsored account from LinkedIn. Choose the appropriate account from the dropdown menu and click on ‘Save and Send Test Request.’ This action will wait for a webhook response, which means you need to generate a test lead in your LinkedIn lead ad to proceed.

4. Generating a Test Lead in LinkedIn

To generate a test lead, navigate back to your LinkedIn Ads account and access your lead form. Click on ‘Apply Now’ and enter the required details such as email and phone number. Note that the first name, last name, and company name are static values for the test lead.

• Enter a random email address and phone number.
• Submit the form to send the information to Pabbly Connect.

Upon successful submission, return to your Pabbly Connect workflow where you will see a successful response containing the lead details. This confirms that the trigger setup is complete and ready to send alerts to Slack whenever a new lead is generated.

5. Sending Slack Alerts from Pabbly Connect

Now that your trigger is set, it’s time to add an action step to send Slack alerts. Select ‘Slack’ as the action application and choose ‘Send Channel Message’ as the app event. Again, click on ‘Connect’ to establish a connection with Slack via Pabbly Connect.

Provide the necessary token type (user or bot) and click ‘Save’. Make sure you are logged into your Slack account to facilitate the connection. Once connected, select the channel where you want to send alerts and customize your message by mapping data from the previous step.

Map the first name, last name, company, email, and phone number into the message. Click on ‘Save and Send Test Request’ to finalize the setup.

If everything is set up correctly, you will see a successful response indicating that the lead alert message has been sent to your Slack channel. This completes the integration process, allowing you to never miss a LinkedIn lead again with instant alerts via Pabbly Connect.

Conclusion

By following this tutorial, you have successfully set up instant Slack alerts for LinkedIn leads using Pabbly Connect. This integration ensures that you never miss important leads, helping your business stay connected and responsive. With these simple steps, you can streamline your lead management process effectively.