Integrating Trigger with Automation Using Pabbly Connect: A Comprehensive Guide

Learn how to integrate Trigger with Automation Using Pabbly Connect, including LinkedIn Lead Gen Forms and Riggy for seamless lead management. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Trigger with LinkedIn Lead Gen Forms

The first step in this automation process is setting up the trigger using LinkedIn Lead Gen Forms. This application captures leads interested in professional development courses. Once a new lead is generated through LinkedIn, we will automate the enrollment process into Riggy.

To initiate this, open Pabbly Connect and create a new workflow. Name it appropriately to reflect its purpose, such as ‘Enroll Riggy User from LinkedIn Leads.’ Next, select LinkedIn Lead Gen Forms as your trigger application and choose the event ‘New Lead Gen Form Response’ to capture incoming leads.

2. Connecting LinkedIn Lead Gen Forms to Pabbly Connect

After selecting your trigger, the next step is to connect LinkedIn Lead Gen Forms to Pabbly Connect. This integration allows Pabbly to receive lead information directly from LinkedIn. Click on ‘Connect’ and then ‘Add New Connection’.

• Log into your LinkedIn account if prompted.
• Select the LinkedIn account associated with your lead generation campaign.
• Choose the specific lead form you created for capturing leads.

Once the connection is established, you can generate a test lead through your LinkedIn Lead Gen Forms account to see if the integration works correctly.

3. Enrolling Users in Riggy Automatically

The next phase involves enrolling the captured leads into Riggy using the information obtained from LinkedIn Lead Gen Forms. For this, select Riggy as your action application in Pabbly Connect. The action event will be ‘Import User’ which allows you to add new users to your Riggy account. using Pabbly Connect

To connect Riggy with Pabbly Connect, you will need an API token. Log into your Riggy account, navigate to the Integrations section, and enable the Pabbly option to retrieve your token. Copy this key and paste it into Pabbly Connect to establish the connection.

• Map the full name, email address, and phone number of the lead from LinkedIn.
• Specify the product hash or offering key for the course you want to enroll the user in.
• Decide on the validity period for course access, using ‘-1’ for lifetime access.

Once everything is mapped correctly, click on ‘Save and Send Test’ to confirm that the user is enrolled successfully.

4. Testing the Automation Workflow

After setting up the integration between LinkedIn Lead Gen Forms and Riggy via Pabbly Connect, it’s crucial to test the automation workflow. This ensures that every new lead generated through LinkedIn is correctly enrolled into Riggy.

Generate a test lead using your LinkedIn lead form and check Pabbly Connect for the response. If successful, you should see the lead details captured, including name, email, and phone number. This confirms that the trigger was activated and the action was executed properly.

Once the test is successful, you can be confident that your automation is working as intended. Now, every time a new lead fills out the form, they will automatically be enrolled in Riggy, streamlining your lead management process.

5. Conclusion: Streamlining Lead Management with Automation

Integrating Trigger with Automation using Pabbly Connect allows for seamless management of leads from LinkedIn Lead Gen Forms to Riggy. This automation saves time and enhances efficiency in enrolling new users.

By following the steps outlined in this guide, you can easily set up your own automation workflow. This integration not only simplifies the enrollment process but also ensures that you engage potential customers effectively. Start automating today to improve your lead management strategy!