Automate LinkedIn Lead Management with Pabbly Connect

Learn how to automate lead management by integrating LinkedIn Legion forms with InCharge using Pabbly Connect. Step-by-step tutorial included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for LinkedIn Integration

To start automating lead management, access Pabbly Connect by typing Pabbly.com/connect in your browser. This integration platform enables seamless connections between various applications, including LinkedIn Legion forms and InCharge.

Once on the Pabbly Connect website, sign in to your account. If you are a new user, you can sign up for free, which provides you with 100 tasks monthly. After signing in, navigate to the dashboard where you can create new workflows.

2. Creating a New Workflow in Pabbly Connect

Start by creating a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name it ‘Create or Update InCharge Person from LinkedIn Legion Forms.’ Choose the appropriate folder to save your workflow.

• Click on ‘Create’ to initialize the workflow.
• Two boxes will appear: one for Trigger and one for Action.

In this step, you will set LinkedIn Legion forms as the trigger application. This means that whenever a new lead is captured from LinkedIn, the workflow will be activated automatically.

3. Setting Up LinkedIn Legion Forms as Trigger

In Pabbly Connect, select LinkedIn Legion forms as your trigger application. For the trigger event, choose ‘New Lead Form Response.’ Click on the ‘Connect’ button to establish a connection.

If you don’t have an existing connection, select ‘Add New Connection’. After logging into your LinkedIn account, grant the necessary permissions. Once connected, you need to specify your LinkedIn account and the lead form you want to use.

• Select your LinkedIn account from the dropdown.
• Choose the specific lead form to monitor for new submissions.

Since LinkedIn Legion forms operate on a polling mechanism, responses will not be immediate. You will need to submit a test lead in your LinkedIn form to trigger the connection.

4. Setting Up InCharge as Action Application

Now, transition to the action application step in Pabbly Connect. Select InCharge as your action application and choose ‘Add or Update Person’ as the action event. Click on ‘Connect’ to link your InCharge account.

After connecting, you will need to map the fields from your LinkedIn lead response to the InCharge fields. This is crucial for ensuring that the correct data is transferred automatically.

Map the email address, first name, last name, and company name from the LinkedIn response. Ensure that mapping is done dynamically to accommodate future leads.

Once all necessary fields are mapped correctly, click on ‘Save and Send Test Request’ to verify the integration. If successful, the new lead will be created in your InCharge account.

5. Conclusion: Successful Automation with Pabbly Connect

Through this tutorial, we successfully created an automation process using Pabbly Connect to integrate LinkedIn Legion forms with InCharge. This setup allows new leads captured on LinkedIn to be automatically created in InCharge, streamlining your lead management process.

By following the steps outlined, you can enhance your digital marketing efforts and ensure that no lead goes unnoticed. Utilizing Pabbly Connect for integrations like these simplifies workflows and saves valuable time.

In this guide, we explored how to automate lead management by integrating LinkedIn Legion forms with InCharge using Pabbly Connect. This integration enhances your workflow efficiency and ensures seamless data transfer between applications.