Integrating LinkedIn Legion Forms with Pabbly Connect and Pipedrive

Learn how to automate the creation of Pipedrive contacts from LinkedIn Legion forms using Pabbly Connect in this step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating LinkedIn Legion Forms with Pipedrive, you’ll first need to access Pabbly Connect. Simply navigate to the Pabbly Connect website by typing Pabbly.com/connect in your browser.

Once on the site, click on the ‘Sign In’ button located at the top right corner. If you’re a new user, you can sign up for free, which grants you 100 tasks monthly. After logging in, you will be directed to the dashboard where you can create your workflows.

2. Creating a New Workflow in Pabbly Connect

Next, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Create Pipedrive Person from LinkedIn Legion Forms Leads’. Select a suitable folder for this workflow.

• Name the workflow appropriately.
• Select the folder for organization.
• Click on ‘Create’.

After creating the workflow, you will see two boxes: one for the trigger and one for the action. The trigger will be LinkedIn Legion Forms, while the action will be Pipedrive, where a new person will be created whenever a new lead is generated.

3. Setting Up the Trigger with LinkedIn Legion Forms

In this step, you will configure the trigger application in Pabbly Connect. Select LinkedIn Legion Forms as your trigger application and choose the trigger event as ‘New Legion Form Response’. Click on the ‘Connect’ button to establish the connection.

If you don’t have an existing connection, click on ‘Add New Connection’. You will need to authorize your LinkedIn account by entering your email and password. Once connected, select the account and lead form you wish to use.

• Select the LinkedIn account.
• Choose the lead form from the dropdown.
• Set the polling interval (default is 10 minutes).

After configuring the trigger, it’s essential to test the connection by filling out the lead form. Once submitted, return to Pabbly Connect and click ‘Save and Send Test Request’ to confirm the setup.

4. Creating a Person in Pipedrive Action

Now that the trigger is set up, you will configure the action in Pabbly Connect. Choose Pipedrive as your action application and select ‘Create Person’ as the action event. Again, click ‘Connect’ to establish a connection.

For the new connection, you will need to enter your Pipedrive API token. You can find this in your Pipedrive account under ‘Personal Preferences’. Copy the API key and paste it into the Pabbly Connect interface.

Enter the API token from Pipedrive. Map the fields from the LinkedIn Legion response to Pipedrive. Click ‘Save and Send Test Request’ to create the person.

Once you have completed these steps, check your Pipedrive account to verify that the new person has been created successfully with the mapped data.

5. Conclusion

In this tutorial, we have successfully integrated LinkedIn Legion Forms with Pipedrive using Pabbly Connect. This automation allows you to create new contacts in Pipedrive effortlessly whenever a lead fills out your form.

By following these steps, you can streamline your lead management process and ensure that no potential leads are missed. Utilize Pabbly Connect to further enhance your integrations and automate various workflows.