Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for LinkedIn Integration

To start using Pabbly Connect, open your browser and navigate to pabbl.com/connect. If you are a new user, click on the “Sign Up for Free” button in the top right corner. This will allow you to explore Pabbly Connect with 100 free tasks every month.

Once you have signed up, log into your Pabbly Connect account and access the workflow builder. This is where you will set up the automation to send LinkedIn leads to Pipe Drive. Ensure you are ready to create your first workflow using Pabbly Connect.

2. Setting Up the Trigger in Pabbly Connect

In your workflow builder, the first step is to set up the trigger. Click on the “Add Trigger” button and search for LinkedIn. Select LinkedIn as your trigger application and choose “Lead Notifications” as your event. This is crucial for capturing leads from LinkedIn using Pabbly Connect.

  • Click on “Connect” to establish a connection with LinkedIn.
  • If prompted, log into your LinkedIn account to authorize the connection.
  • Select your sponsored account and click on “Save and Send Test Request”.

After completing these steps, Pabbly Connect will wait for a webhook response. This means you need to submit a test lead from LinkedIn to capture the response. This integration process demonstrates how Pabbly Connect effectively manages triggers.

3. Submitting a Test Lead to Capture Data

To capture the lead data, fill out the lead form on LinkedIn. You will need to submit essential details like your email address and phone number. Ensure your LinkedIn campaign is live to access all required fields; otherwise, you will only see limited options.

Once you submit the lead form, Pabbly Connect will receive the test information. You should see a confirmation message indicating that the information has been successfully sent. This step is crucial as it validates the connection between LinkedIn and Pabbly Connect.

4. Adding Action Steps to Send Data to Pipe Drive

Now that you have the lead data, the next step is to add action steps in Pabbly Connect. Click on the “Add New Action Step” and search for Pipe Drive. Select Pipe Drive as your action application and choose “Create a Person” as your event.

To connect Pipe Drive, if you have not done so already, click on “Add a New Connection”. You will be prompted to enter your API token, which you can find in your Pipe Drive account settings. After entering the token, click on “Save” to establish the connection.

  • Map the lead details from LinkedIn to the corresponding fields in Pipe Drive.
  • Ensure you only map the fields you have data for.
  • Click “Save and Send Test Request” to verify the integration.

Upon successful mapping and testing, Pabbly Connect will create a new person in Pipe Drive with the lead details. This showcases how Pabbly Connect automates the data transfer process.

5. Verifying the Integration in Pipe Drive

After the test request is sent, head over to your Pipe Drive account and navigate to the contacts section. You should see the newly created contact with all the details you mapped from LinkedIn. This confirms that the integration between LinkedIn and Pipe Drive via Pabbly Connect is successful.

This seamless automation not only saves time but also enhances your workflow efficiency. With Pabbly Connect, you can easily manage leads from various platforms without manual data entry.

Conclusion

This tutorial demonstrated how to integrate LinkedIn leads with Pipe Drive using Pabbly Connect. By following these steps, you can automate your lead management process effectively. Start using Pabbly Connect to enhance your workflow today!