How to Create Salesmate Contact from LinkedIn Leads Using Pabbly Connect

Learn how to automate creating Salesmate contacts from LinkedIn leads using Pabbly Connect. Follow our detailed step-by-step tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Salesmate contact from LinkedIn leads, we will access Pabbly Connect. Start by visiting the Pabbly website and logging in. If you’re new, sign up for a free account to get started.

Once logged in, you will see various Pabbly applications. Click on Pabbly Connect to begin the integration process. This platform allows you to connect LinkedIn leads to Salesmate efficiently.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the button labeled ‘Create Workflow’. You will be prompted to name your workflow. For this tutorial, name it ‘Create Salesmate Contact from LinkedIn Leads’.

• Select a folder to save your workflow.
• Click on ‘Create’ to initiate the workflow setup.

This opens the workflow window, where you will set up the trigger and action. The trigger is what initiates the process, while the action is the result of that trigger.

3. Setting Up the Trigger with LinkedIn Leads

In this step, we will configure the trigger using Pabbly Connect. Select ‘LinkedIn Leads’ as the trigger application and choose the event ‘New Lead in Form Response’. This will allow the workflow to activate whenever a new lead is submitted.

Next, connect your LinkedIn account. If this is your first time, click on ‘Add New Connection’ and follow the prompts to authorize Pabbly Connect to access your LinkedIn leads. Once connected, select the account and the lead form you want to use.

4. Configuring Action to Create a Contact in Salesmate

Now that we have our trigger set up, we will configure the action to create a contact in Salesmate using Pabbly Connect. Search for and select ‘Salesmate’ as the action application. For the action event, choose ‘Create Contact’.

Click on ‘Connect’ and either select an existing connection or create a new one. Enter the required details such as hostname, session token, and account URL from your Salesmate account. This step is crucial for establishing a successful connection to Pabbly Connect.

• Map the first name, last name, email, and phone number from the LinkedIn lead to the Salesmate contact fields.
• Ensure all details are mapped correctly to ensure dynamic updates with new leads.

After mapping, click on ‘Save and Send Test Request’ to verify the integration. This will create a new contact in Salesmate based on the lead details captured by Pabbly Connect.

5. Verifying the Integration and Conclusion

To confirm that the integration is successful, check your Salesmate account for the newly created contact. Refresh the contacts page to see if the details match the lead submitted through LinkedIn.

This process illustrates how Pabbly Connect seamlessly integrates LinkedIn leads with Salesmate, automating contact creation efficiently. You can now manage your leads more effectively without manual entry.

In summary, by using Pabbly Connect, you can easily automate the process of creating Salesmate contacts from LinkedIn leads. This integration enhances productivity and ensures that no lead is missed.

Conclusion

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

In conclusion, using Pabbly Connect to automate the creation of Salesmate contacts from LinkedIn leads streamlines your workflow. This integration allows for efficient management of leads and enhances overall productivity in your sales process.