Learn how to automate the process of adding LinkedIn leads to Google Sheets and creating contacts in email marketing software using Pabbly Connect. 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 Automation
To start using Pabbly Connect, first create an account on the platform. After signing up, log in to access the dashboard. From there, you can create workflows to automate various tasks.
Once logged in, click on the blue button labeled ‘Create Workflow.’ This will allow you to name your workflow, which in this case is ‘Add LinkedIn Leads to Google Sheets and Revo Automatically.’ Select a folder for organization and click ‘Create’ to proceed.
2. Setting Up Trigger and Action in Pabbly Connect
In this section, you will set up the trigger and action for your workflow using Pabbly Connect. The trigger is the event that starts the automation, while the action is what happens as a result.
Choose the application for the trigger, which is the LinkedIn lead generation form. Click on ‘Connect’ and then ‘Add New Connection.’ If this is your first time connecting, follow the prompts to authorize access. After connection, select the specific lead generation form you want to use.
- Select the trigger event: New Lead Generation Form Response.
- Connect your LinkedIn account to Pabbly Connect.
- Choose the specific form associated with your LinkedIn ads.
Once the trigger is set up, you will be able to test it to ensure that it captures lead data correctly. This is essential for the next steps of the automation process.
3. Integrating Google Sheets with Pabbly Connect
The next step involves integrating Google Sheets with Pabbly Connect. This integration allows you to automatically add lead details to a spreadsheet without manual input.
For this, select Google Sheets as the action application and choose the action event as ‘Add a New Row.’ Click ‘Connect’ and follow similar steps to authorize your Google account with Pabbly Connect. Once connected, select the specific spreadsheet where you want the lead data to be saved.
- Choose the action event: Add a New Row.
- Connect your Google account to Pabbly Connect.
- Select the spreadsheet and sheet where the data will be added.
Map the fields from the LinkedIn lead data to the corresponding columns in your Google Sheets. This mapping ensures that each lead’s information is accurately recorded in the right place.
4. Creating Contacts in Revo Email Marketing
In this section, you will set up the integration to create contacts in Revo email marketing software using Pabbly Connect. This allows you to manage leads effectively.
After setting up Google Sheets, choose Revo as the next action application and select the action event ‘Create or Update a Contact.’ Connect your Revo account by providing the required API key and domain to authorize the connection.
Select the action event: Create or Update a Contact. Connect your Revo account to Pabbly Connect using the API key. Map the lead details to the contact fields in Revo.
Once all fields are mapped, test the connection to ensure that new leads are created as contacts in Revo. This finalizes your automation setup, ensuring that every new lead is efficiently managed.
5. Conclusion
In this tutorial, you learned how to automate the process of adding LinkedIn leads to Google Sheets and creating contacts in Revo using Pabbly Connect. By following these steps, you can streamline your lead management process effectively.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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With Pabbly Connect, you can automate repetitive tasks and focus on growing your business. This integration not only saves time but also enhances your efficiency in handling leads.