Integrating LinkedIn Lead Gen Forms with Asana Using Pabbly Connect

Learn how to seamlessly integrate LinkedIn Lead Gen Forms with Asana using Pabbly Connect to automate task creation for better lead management. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating LinkedIn Lead Gen Forms with Asana, you first need to access Pabbly Connect. Begin by visiting the Pabbly website and navigating to the Pabbly Connect section.

Once there, you can either sign in or create a new account. If you are a new user, you can sign up for free and receive 100 tasks per month. After signing in, you will find all the applications available, but for this tutorial, we will focus on Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

Next, you will create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button to initiate this process. You will need to name your workflow and select a folder to save it in.

• Name the workflow as ‘LinkedIn Lead Gen Forms to Asana Task’.
• Choose a folder for organization, such as ‘Automations’.

After naming your workflow, click on ‘Create’. This opens the workflow window where you can set up triggers and actions, which is essential for automating the task creation in Asana.

3. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger using Pabbly Connect. Choose ‘LinkedIn Lead Gen Forms’ as your trigger application. This means that every time a new lead is generated, it will trigger the workflow.

Next, select the trigger event as ‘New Lead Gen Form Response’. Then, click on ‘Connect’ to establish a connection. If you haven’t connected your LinkedIn account yet, click on ‘Add New Connection’. You will be prompted to enter your LinkedIn credentials for authentication.

• Select your LinkedIn account after successful authentication.
• Choose the appropriate lead form from the list.

Once you have completed these steps, you can test the trigger to ensure it captures the latest lead information.

4. Creating a Task in Asana Using Pabbly Connect

Now, it’s time to create a task in Asana using the information captured from LinkedIn Lead Gen Forms. In the action step, select ‘Asana’ as your action application. Choose ‘Create Task’ as the action event. using Pabbly Connect

After clicking on ‘Connect’, you will need to authenticate your Asana account. Once connected, select your workspace and the project where you want the task to be created. You will also need to map the fields from the LinkedIn lead response to the task fields in Asana.

Map the task name to include the lead’s name. Include the lead’s email and phone number in the task notes.

By completing these mappings, you ensure that every new lead creates a task with the relevant details automatically in Asana, streamlining your workflow.

5. Finalizing the Integration with Pabbly Connect

After setting up the task creation, click on ‘Save and Send Test Request’ to finalize the integration. This will create a test task in Asana using the lead details captured from LinkedIn Lead Gen Forms.

Once the test is successful, check your Asana project to confirm that the task has been created. You should see a new task with the lead’s information, demonstrating that your workflow is functioning as intended.

With this setup, every new lead from LinkedIn will automatically generate a task in Asana, allowing your sales team to follow up efficiently. Remember, the integration is facilitated entirely through Pabbly Connect, ensuring a seamless process.

Conclusion

In this tutorial, we explored how to integrate LinkedIn Lead Gen Forms with Asana using Pabbly Connect. By automating task creation, you can enhance your lead management process effectively. This integration saves time and ensures your sales team can respond to leads promptly.