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Turn LinkedIn Leads into Automated Sales Funnels

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating LinkedIn leads with your CRM, first, access Pabbly Connect. Open your browser and type in pabyt.com to reach the landing page.

If you already have an account, click on the “Sign In” option located at the top right corner. New users can select “Sign Up for Free” to get 100 tasks monthly, enabling them to explore the platform.

2. Creating a New Workflow in Pabbly Connect

Once signed in, navigate to the Pabbly apps page and select Pabbly Connect. From the dashboard, click on “Create Workflow” to start.

Name your workflow, for example, “Turn LinkedIn Leads into Automated Sales Funnels”.
Select the appropriate folder for organization, such as “LinkedIn Automations”.
Click on “Create” to finalize your setup.

After creating the workflow, you will see a box prompting you to enter your trigger application. Select LinkedIn as the trigger application to initiate the workflow whenever there is a new lead.

3. Setting Up the Trigger for LinkedIn Leads

In the trigger application setup, choose LinkedIn and select the trigger event as “Lead Notification”. Click on “Connect” to establish the connection.

If you don’t have an existing connection, select “Add New Connection”. You will need to choose your sponsored account from LinkedIn and click on “Save and Send Test Request” to test the connection.

Open your LinkedIn account and run a lead generation campaign.
Fill in the lead form with necessary details like first name, last name, email, and phone number.
Submit the form to trigger the response.

After submission, check your workflow to see if the response has been captured successfully, confirming the connection is working properly.

4. Adding Action Step to Create a Contact in CRM

Next, click on “Add New Action Step” in your Pabbly Connect workflow. Search for your CRM application, which in this case is System.io, and select “Create a Contact” as the action event.

To connect System.io, you will need to enter the API key. Navigate to your System.io account, go to settings, and locate the API key section to generate a new key.

Create a new API key and set an expiry date.
Copy the generated API key and paste it into the Pabbly Connect setup.

After saving, you will see a successful connection message. Now, you can map the fields from LinkedIn responses to System.io fields to ensure that data flows automatically.

5. Mapping Fields for Dynamic Data Entry

In the action step setup, instead of entering details manually, use the mapping feature in Pabbly Connect. This ensures that every new lead’s information is dynamically entered into your CRM.

For each field, select the corresponding data from the LinkedIn lead response. This includes:

Email address
First name
Last name
Phone number
Company name

Once all fields are mapped, click on “Save” and send a test request. Check your System.io account to confirm that the contact has been created successfully with the details from LinkedIn.

Conclusion

Integrating LinkedIn leads with your CRM using Pabbly Connect automates your lead management process effectively. By following the steps outlined, you can ensure that every new lead is captured and organized seamlessly.