Automate LinkedIn Leads with Legion and Management Service Integration

Learn how to automate your LinkedIn leads into Legion using Management Service with this detailed step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Introduction to Legion and Management Service Integration

Legion is an effective tool for managing leads, and integrating it with Management Service can streamline your B2B processes. In this tutorial, you will learn how to automate the process of adding leads from LinkedIn Legion forms to your email marketing tool. using Pabbly Connect

The goal is to ensure that every time you receive a new lead through LinkedIn Legion forms, they are automatically added as subscribers in your email marketing service. This integration will save time and enhance your marketing efforts.

2. Setting Up Your Legion and Management Service Workflow

To begin, you need to create a workflow in your management service. This involves logging into your Pabbly account and navigating to the workflow section. Here, you will create a new workflow that connects Legion with your email marketing tool. using Pabbly Connect

Follow these steps to set up your workflow:

• Log in to your Pabbly account.
• Click on ‘Create Workflow’ in the top right corner.
• Name your workflow, e.g., ‘Create Subscriber in P Email Marketing for LinkedIn Legion Forms.’

After naming your workflow, you can select the folder where you want to save it. This organization helps in managing multiple workflows efficiently.

3. Connecting LinkedIn Legion Forms to Management Service

In this step, you will set up the trigger for your workflow. The trigger will be the LinkedIn Legion forms, which collect leads directly from LinkedIn ads. To do this, you need to select the trigger application as LinkedIn Legion forms. using Pabbly Connect

Here’s how to connect:

• Choose ‘New Lead Form Response’ as the trigger event.
• Click ‘Connect’ to build a new connection.
• Log in to your LinkedIn account to authorize the connection.

Once connected, select the specific LinkedIn ad account and the lead form you want to use. This setup ensures that every new lead is captured and processed correctly.

4. Adding New Leads to Your P Email Marketing Tool

Now that you have your trigger set up, the next step is to define the action that occurs when a new lead is captured. The action will be to add this lead as a subscriber in your P email marketing tool. using Pabbly Connect

To set this up, follow these steps:

Select your action application as P email marketing. Choose ‘Add Subscriber’ as the action event. Connect your P email marketing account using the API token found in the integration section.

After connecting, map the lead’s email and name fields to ensure that the correct information is sent to your email marketing tool. This mapping allows for dynamic updates each time a new lead is added.

5. Testing Your Integration and Final Steps

After setting up the integration, it’s crucial to test it to ensure everything works as expected. Generate a test lead in your LinkedIn Legion forms and check if it appears in your P email marketing tool. using Pabbly Connect

To test the integration, follow these steps:

Submit a test lead using your LinkedIn Legion forms. Check your P email marketing tool to see if the lead was added as a subscriber. Review the response to confirm all details were captured correctly.

Once confirmed, your automation is complete, saving you time and ensuring you can focus on converting leads into customers.

Conclusion

This tutorial provided a step-by-step guide on integrating Legion with Management Service to automate your B2B lead management. By following these steps, you can efficiently manage new leads from LinkedIn Legion forms and enhance your email marketing efforts.