Integrating LinkedIn Lead Gen Forms with Asana Using Pabbly Connect

Learn how to automate the creation of tasks in Asana from LinkedIn Lead Gen forms using Pabbly Connect. Step-by-step tutorial included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, first, access the platform by searching for Pabbly Connect in your browser. You will find options to sign in or sign up for free. If you already have an account, click on ‘Sign In’ to proceed.

Once logged in, you will see various Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to enter your dashboard where you can create workflows that integrate different applications, such as LinkedIn Lead Gen Forms and Asana.

2. Creating a New Workflow in Pabbly Connect

In this section, we will create a workflow to automate the task creation in Asana from LinkedIn Lead Gen Forms using Pabbly Connect. Start by clicking on the ‘Create Workflow’ button in your dashboard.

• Name your workflow (e.g., ‘LinkedIn Lead Gen to Asana Task’).
• Choose a folder to save your workflow.
• Click on ‘Create’ to proceed.

After creating the workflow, you will be directed to the workflow window, where you can set the trigger and action. This is where Pabbly Connect allows you to specify what event will trigger the workflow and what action will follow.

3. Setting Up the Trigger with LinkedIn Lead Gen Forms

The next step is to set up the trigger for our workflow using Pabbly Connect. Select ‘LinkedIn Lead Gen Forms’ as your trigger application. This means that when a new lead is submitted through the form, it will initiate the workflow.

Choose the trigger event as ‘New Lead Gen Form Response’ and click on ‘Connect’. If you haven’t connected your LinkedIn account yet, follow the prompts to log in and authorize access. Once connected, select your LinkedIn account and the specific lead form you want to use.

• Refresh the fields to load your lead forms.
• Select the lead form you want to use.

Finally, click on ‘Save and Send Test Request’ to ensure that Pabbly Connect has correctly captured a response from your LinkedIn Lead Gen Forms.

4. Setting Up the Action with Asana

Now, we will set up the action to create a task in Asana using Pabbly Connect. Select ‘Asana’ as your action application and choose the action event ‘Create Task’. This will allow the workflow to create a new task every time a new lead is received.

Click on ‘Connect’ to link your Asana account. If you have not connected it before, you will need to log in and authorize Pabbly Connect to access your Asana account. Choose the workspace and project ID where the task should be created.

Map the task name to include the lead’s name. Add notes that include the lead’s email and phone number. Select the assignee for the task.

After mapping the necessary fields, click on ‘Save and Send Test Request’ to create a task in Asana, confirming that the integration through Pabbly Connect is successful.

5. Summary of the Workflow Process

In this section, we summarize the entire process of integrating LinkedIn Lead Gen Forms with Asana using Pabbly Connect. The workflow begins with selecting LinkedIn Lead Gen Forms as the trigger app and specifying the trigger event as ‘New Lead Gen Form Response’.

Then, the action app is set to Asana, with the action event being ‘Create Task’. This integration allows your sales team to follow up on leads promptly by creating tasks automatically in Asana whenever a new lead is captured.

Each new lead from LinkedIn will automatically generate a task in Asana. This saves time and enhances efficiency for your sales team.

With this setup, Pabbly Connect runs the workflow in the background, ensuring that no manual effort is required to track leads.

Conclusion

In conclusion, using Pabbly Connect to integrate LinkedIn Lead Gen Forms with Asana automates task creation effectively. This process ensures your sales team can follow up on leads without delay, enhancing productivity and efficiency.