How to Create Agiled Contact from LinkedIn Lead Using Pabbly Connect

Learn to automate the creation of Agiled contacts from LinkedIn leads using Pabbly Connect in this step-by-step tutorial. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for LinkedIn Integration

To create an Agiled contact from LinkedIn leads, you first need to access Pabbly Connect. Begin by visiting the Pabbly Connect website and logging into your account. If you are a new user, you can sign up for a free account, which provides 100 tasks monthly.

Once logged in, you will see the dashboard. Click on the ‘Create Workflow’ button to start the integration process. Here, you will name your workflow, such as ‘How to Create Agiled Contact from LinkedIn Leads,’ and select a folder to save it in.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger using Pabbly Connect. The trigger application will be LinkedIn Lead Gen Forms, and the trigger event is ‘New Lead in Form Response.’ This setup allows Pabbly Connect to capture new leads as they come in.

• Select LinkedIn Lead Gen Forms as the trigger application.
• Choose the trigger event: New Lead in Form Response.
• Connect your LinkedIn account by adding a new connection.

After connecting, select your LinkedIn account and the specific lead form you want to use. This ensures that only leads from that form will trigger the workflow in Pabbly Connect.

3. Submitting a Lead Form to Test the Trigger

Now that you have set up the trigger, you need to submit a lead form to test if Pabbly Connect captures the details correctly. Open your lead form and fill in the necessary fields, such as email and phone number.

• Enter a dummy email address (e.g., [email protected]).
• Input a dummy phone number.
• Submit the form to trigger the workflow.

After submitting the form, return to Pabbly Connect and click on ‘Save and Send Test Request’. This action will confirm whether the trigger has successfully captured the lead details.

4. Setting Up the Action in Pabbly Connect

With the trigger successfully set up, it’s time to configure the action using Pabbly Connect. For the action application, select Agiled and choose the action event as ‘Create Contact.’ This action will automatically create a new contact in Agiled based on the lead details captured from LinkedIn.

Connect your Agiled account by adding a new connection. Enter your Agiled API key, which can be found in the API settings of your Agiled account. Map the details from the LinkedIn lead to the Agiled contact fields.

After mapping the necessary fields such as first name, last name, email, and phone number, click on ‘Save and Send Test Request’ to finalize the action. This will create a new contact in Agiled, confirming the workflow’s success.

5. Verifying Contact Creation in Agiled

To ensure that the integration was successful, check your Agiled account. Navigate to the contacts section to verify that the new contact created from the LinkedIn lead appears correctly. This confirmation indicates that Pabbly Connect has successfully automated the process.

In summary, the workflow involved setting LinkedIn Lead Gen Forms as the trigger application and Agiled as the action application. By using Pabbly Connect, you created a seamless integration that automatically adds new leads as contacts in Agiled.

Conclusion

In this tutorial, we demonstrated how to create Agiled contacts from LinkedIn leads using Pabbly Connect. This automation streamlines your lead management process, ensuring no leads are missed and enhancing productivity.