How to Create Agile CRM Contacts from LinkedIn Leads Using Pabbly Connect

Learn how to create Agile CRM contacts from LinkedIn leads using Pabbly Connect. This detailed tutorial guides you through the integration process step-by-step. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create Agile CRM contacts from LinkedIn leads, first, access Pabbly Connect. You can do this by typing ‘Pabbly.com/connect’ into your browser. This platform will serve as the central hub for your integration process.

Once on the Pabbly Connect homepage, you have two options: sign in if you already have an account or click on the ‘Sign Up for Free’ button to create a new account. As an existing user, I will sign in now to proceed to the dashboard.

2. Creating a New Workflow in Pabbly Connect

After signing in, navigate to the Pabbly Connect dashboard. To create a new workflow, click on the ‘Create Workflow’ button located in the upper right corner. You will be prompted to name your workflow; I will name it ‘Create Agile CRM Contacts from LinkedIn Leads’. using Pabbly Connect

• Click on the ‘Create Workflow’ button.
• Enter a name for your workflow.
• Proceed to set up the trigger and action applications.

Now, you will see a window that consists of trigger and action options. Select ‘LinkedIn’ as your trigger application. This will allow Pabbly Connect to monitor your LinkedIn leads and create corresponding contacts in Agile CRM.

3. Setting Up the LinkedIn Trigger

To set up the trigger, choose the ‘New Lead’ event from LinkedIn. This event will activate every time a new lead is generated. After selecting the trigger event, you will need to connect your LinkedIn account to Pabbly Connect. using Pabbly Connect

Follow the prompts to authorize Pabbly Connect to access your LinkedIn account. Ensure that you have the correct permissions to allow data transfer. After connecting, select the lead form you want to use for this integration.

• Choose ‘New Lead’ as the trigger event.
• Connect your LinkedIn account to Pabbly Connect.
• Select the appropriate lead form for the integration.

Once you have set up the trigger, Pabbly Connect will check for new leads every 10 minutes. This polling mechanism ensures that you receive timely updates from LinkedIn.

4. Creating Contacts in Agile CRM

After successfully setting up the LinkedIn trigger, it’s time to create contacts in Agile CRM using Pabbly Connect. For this, you will need to choose Agile CRM as your action application. Select the ‘Create Contact’ action event to proceed.

Next, connect your Agile CRM account by entering your login email and API key. You can find your API key in the Agile CRM settings under the ‘Developers and API’ section. Copy this key and paste it into Pabbly Connect to establish the connection.

Select Agile CRM as the action application. Choose ‘Create Contact’ as the action event. Enter your Agile CRM login email and API key.

Once connected, map the fields from the LinkedIn lead data to the corresponding fields in Agile CRM. This mapping ensures that the correct information is transferred, such as the lead’s name, email, and phone number.

5. Testing the Integration

With the mapping completed, it’s essential to test the integration to ensure everything is working correctly. Click on the ‘Save and Send Test Request’ button in Pabbly Connect. This action will send a test lead from LinkedIn to Agile CRM.

After sending the test request, check your Agile CRM account under the contacts section. You should see the new contact created successfully, reflecting the details from the LinkedIn lead. This confirms that your integration using Pabbly Connect is functioning as intended.

Click on ‘Save and Send Test Request’ to initiate the test. Verify the new contact in your Agile CRM account. Ensure all details are accurately transferred from LinkedIn.

Once confirmed, your integration is complete, and you can start capturing leads from LinkedIn directly into Agile CRM using Pabbly Connect.

Conclusion

In this tutorial, we explored how to create Agile CRM contacts from LinkedIn leads using Pabbly Connect. By following the steps outlined, you can automate your lead management process effectively. This integration saves time and enhances productivity.