Automate LinkedIn Leads to Pipedrive with Pabbly Connect

Learn how to automatically add LinkedIn leads to Pipedrive using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for LinkedIn and Pipedrive Integration

To start automating your LinkedIn leads into Pipedrive, first, access Pabbly Connect. This platform allows seamless integration between LinkedIn and Pipedrive, enabling automatic lead management.

After logging in, click on the blue button labeled ‘Create Workflow’. You can name your workflow something like ‘Add LinkedIn Leads to Pipedrive CRM Automatically’. Once named, click on ‘Create’ to proceed.

2. Select Trigger and Action in Pabbly Connect

In this step, you will set up the trigger and action for your automation using Pabbly Connect. The trigger will be the LinkedIn lead generation form submission, while the action will be adding the lead details to Pipedrive.

• Select ‘LinkedIn Lead Generation Form’ as the trigger event.
• Connect your LinkedIn account to Pabbly Connect.
• Choose the specific lead generation form you want to use.

After selecting the appropriate form, click on ‘Save and Send Test Request’. This will initiate a test to ensure that the connection is working correctly.

3. Submit a Lead Form for Testing

Next, you will need to submit a lead form to test the integration. Open your LinkedIn advertisement with the lead form embedded. Fill in the required fields such as first name, last name, and phone number, and then submit the form.

Once the form is submitted, return to Pabbly Connect and click ‘Save and Send Test Request’ again. This time, you should see the lead details captured successfully, confirming that the integration is functioning.

4. Add Lead Details to Pipedrive Using Pabbly Connect

Now that you have successfully captured lead details, it’s time to add them to Pipedrive. In Pabbly Connect, select Pipedrive as the action application.

• Choose ‘Create Person’ as the action event.
• Connect your Pipedrive account by entering your API token.
• Map the lead details from the previous step to the corresponding fields in Pipedrive.

After mapping the details, click on ‘Save and Send Test Request’. This will create a new person entry in Pipedrive with the lead information.

5. Automation Complete: Monitor and Manage Leads

Your automation setup is now complete! Every time a LinkedIn lead form is submitted, Pabbly Connect will automatically add the lead information to your Pipedrive CRM. This eliminates the need for manual data entry and allows for efficient lead management.

To ensure everything is functioning correctly, monitor the newly created entries in Pipedrive. You can now focus on engaging with your leads without worrying about the tedious task of importing data manually.

Conclusion

By using Pabbly Connect, you can automate the process of adding LinkedIn leads to Pipedrive seamlessly. This integration enhances your lead management efficiency, allowing you to focus on what matters most: converting leads into customers.