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

Learn how to integrate LinkedIn Leads with Agile CRM using Pabbly Connect. Follow our step-by-step guide to automate contact creation effortlessly. 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 Integration

To create Agile CRM contacts from LinkedIn Leads, you first need to access Pabbly Connect. Begin by entering the URL in your browser to reach the Pabbly Connect homepage.

Once on the homepage, you have two options: sign in if you already have an account or sign up for free. Existing users can click on the ‘Sign In’ button, while new users can opt for ‘Sign Up for Free’ to start their journey with 100 free tasks each month.

2. Creating a New Workflow in Pabbly Connect

After signing in to Pabbly Connect, navigate to the dashboard. Here, look for the ‘Create Workflow’ button located in the right-hand corner. Click on it to initiate the process of creating a new workflow.

• Give your workflow a name, such as ‘Create Agile CRM Contacts from LinkedIn Leads’.
• This name will help you identify the workflow later.

After naming your workflow, you will see the trigger and action setup. The trigger is essential as it dictates when the workflow will activate, and in this case, it will be based on LinkedIn Leads.

3. Setting Up the Trigger for LinkedIn Leads

In this step, you will configure the trigger for your workflow on Pabbly Connect. Search for the LinkedIn application in the trigger window to set it up. Select the appropriate trigger event that corresponds to capturing leads.

• Choose the lead generation form you want to use.
• Ensure that you have set up the LinkedIn Leads form correctly in your LinkedIn account.

Once you have configured the trigger settings, send a test response to ensure that Pabbly Connect can successfully receive the data from LinkedIn. This will confirm that your connection is functional and ready for the next steps.

4. Connecting Agile CRM to Pabbly Connect

After successfully setting up the trigger, it’s time to connect Agile CRM. In Pabbly Connect, select Agile CRM as your action application. You will need to enter your Agile CRM login email and API key to establish the connection.

To find your API key, go to your Agile CRM account, navigate to Admin Settings, and then Developers & API. Copy the API key and paste it into Pabbly Connect. This step is crucial for the integration to work seamlessly.

5. Mapping Fields from LinkedIn to Agile CRM

Now that both applications are connected, you need to map the fields from LinkedIn Leads to Agile CRM. This is done by matching the data received from LinkedIn with the fields in Agile CRM.

Map the email address, phone number, and company name accordingly. Ensure that each field is correctly matched to avoid data discrepancies.

After mapping the fields, save the settings and send a test request to confirm that a new contact is created in Agile CRM based on the LinkedIn lead. This will finalize your integration process using Pabbly Connect.

Conclusion

By following this tutorial, you have successfully learned how to create Agile CRM contacts from LinkedIn Leads using Pabbly Connect. This integration automates the process, saving you time and effort.