How to Create or Update Keap Contact from LinkedIn Lead Gen Forms Leads Using Pabbly Connect

Learn how to automate the creation and updating of Keap contacts from LinkedIn Lead Gen Forms leads using Pabbly Connect. Step-by-step guide included! Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process using Pabbly Connect, you first need to access the platform. Simply type ‘Pabbly.com/connect’ in your browser to reach the Pabbly Connect dashboard. If you are a new user, you can sign up for free, which includes 100 tasks monthly.

Once logged in, navigate to the dashboard where you can create workflows. Click on the ‘Create Workflow’ button, and enter a name for your workflow, such as ‘Create or Update Keap Contact from LinkedIn Lead Gen Forms Leads’. Select a folder to save your workflow for better organization.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger that initiates the workflow. The trigger will be based on new leads from LinkedIn Lead Gen Forms. Select ‘LinkedIn Lead Gen Forms’ as your trigger application. This means that every time a new lead is captured, it will trigger the automation. using Pabbly Connect

• Choose the specific LinkedIn Lead Gen Form you want to connect.
• Set the polling frequency to every 10 minutes for timely updates.

After selecting the form, click on ‘Connect with LinkedIn’ to authorize Pabbly Connect to access your LinkedIn account. This allows Pabbly Connect to fetch new leads automatically from your chosen form.

3. Testing the Trigger to Ensure Functionality

Once the trigger is set, it’s crucial to test it to ensure that everything is working correctly. Submit a test lead through your LinkedIn Lead Gen Form. After submission, go back to Pabbly Connect and click on the ‘Save and Send Test Request’ button.

• Check for the response received from LinkedIn to confirm the lead details.
• Ensure that the first name, last name, email, and phone number are captured correctly.

If the test is successful, you will see the lead details reflected in the response section. This confirms that your trigger is functioning as intended, setting the stage for the next step of creating or updating contacts in Keap.

4. Setting Up the Action to Create or Update Keap Contact

Next, you will set up the action that will create or update the contact in Keap. Select ‘Keap’ as your action application. In the action event, choose ‘Create or Update Contact’ to ensure that every new lead from LinkedIn is processed correctly. using Pabbly Connect

Now, you will need to map the fields from the LinkedIn response to the Keap contact fields. For example, map the email address, first name, and last name from the LinkedIn lead to the corresponding fields in Keap. This mapping ensures that the data is accurately transferred and updated in Keap.

5. Finalizing the Integration and Testing

With the action set up, it’s time to finalize the integration. Click on the ‘Save and Send Test Request’ button to test the action. This will attempt to create or update a contact in Keap based on the data received from LinkedIn. using Pabbly Connect

Once the test is successful, you can check your Keap account to verify that the contact has been created or updated correctly. This step confirms that the entire workflow is functioning as expected, allowing you to automate the lead management process seamlessly.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

By using Pabbly Connect, you can efficiently manage your leads from LinkedIn and ensure that your Keap contacts are always up-to-date. This integration saves you time and ensures accurate data handling, enhancing your overall productivity.