Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start the integration process, you need to access Pabbly Connect. Open a new browser tab and navigate to the Pabbly Connect website. Here, you will find options to either sign in or sign up for a new account.

If you are new to Pabbly, click on the “Sign Up Free” option to create your account. Existing users should click on “Sign In”. Once logged in, you will be directed to the Pabbly Connect dashboard where you can manage all your automation workflows.

2. Creating a New Workflow in Pabbly Connect

Once you are in the Pabbly Connect dashboard, the next step is to create a new workflow. Click on the “+ Create Workflow” button. You will be prompted to choose between creating from scratch or using AI. For this tutorial, select the “Create from Scratch” option.

  • Select the new beta workflow builder.
  • Name your workflow appropriately, like “Why Your Leads Never Reach CRM”.
  • Choose the folder for your workflow, selecting Pabbly Connect.

After naming, click on the “Create” button. Your workflow is now set up and ready for the next steps.

3. Setting Up the Trigger in Pabbly Connect

The trigger is a crucial step in your automation process. In this case, the trigger application will be LinkedIn. Select LinkedIn as your trigger app, and then choose the event as “Lead Notifications”.

Click on the “Connect” button. You will be given options to either add a new connection or select an existing one. For this tutorial, choose “Add New Connection”. You will then need to sign in to your LinkedIn account to establish the connection with Pabbly Connect.

  • Select the sponsored account from LinkedIn.
  • Choose the response format: Simple, Advanced, or Raw.
  • Click on “Save and Send Test Request” to initiate the webhook response.

Once you receive a response from LinkedIn, your trigger setup is complete, and you can proceed to the next application.

4. Integrating Zoho CRM with Pabbly Connect

Now that the trigger is set up, it’s time to integrate Zoho CRM. Select Zoho CRM as your action application and choose the event “Create Contact”. Click on the “Connect” button to establish the connection.

You will need to add a new connection by entering your Zoho domain, typically “zoho.com”. After pasting the domain, click on the “Save” button. Grant the necessary permissions to allow Pabbly Connect to access your Zoho CRM account.

  • Map the fields from LinkedIn to Zoho CRM, such as first name, last name, and email.
  • Ensure that all necessary data is mapped correctly to create a new contact.
  • Click on “Save and Send Test Request” to verify the integration.

Check your Zoho CRM account to confirm that the new contact has been created successfully, indicating that the integration is working as intended.

5. Enabling Your Workflow in Pabbly Connect

After successfully setting up the integration between LinkedIn and Zoho CRM, you must enable your workflow. This is crucial, as failure to enable it will result in the automation being disabled and not functioning.

Simply toggle the switch to enable the workflow. This ensures that every new lead captured from LinkedIn will be automatically stored in your Zoho CRM without any manual intervention.

  • Test the entire workflow by submitting a new lead through LinkedIn.
  • Verify that the lead appears in Zoho CRM correctly.
  • If you encounter issues, refer to the comment section for assistance.

This seamless integration via Pabbly Connect not only saves time but also ensures that no lead is missed in your CRM system.

Conclusion

In this tutorial, we demonstrated how to integrate LinkedIn with Zoho CRM using Pabbly Connect. This automation ensures that all leads are captured effectively and stored in your CRM, eliminating the risk of losing potential clients. Implement this workflow to streamline your lead management process.