How to Create Items in Monday.com from LinkedIn Leads Using Pabbly Connect

Learn how to automate the process of creating items in Monday.com from LinkedIn leads using Pabbly Connect. Step-by-step guide included! This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for LinkedIn Leads Integration

To start automating the process of creating items in Monday.com from LinkedIn leads, you first need to access Pabbly Connect. This integration tool allows you to connect various applications seamlessly. Begin by logging into your Pabbly Connect account or create a free account by clicking on the ‘Sign Up Free’ button.

Once logged in, navigate to the dashboard where you’ll see the option to create a new workflow. Click on the blue button labeled ‘Create Workflow’ and give your workflow a name, such as ‘Sync LinkedIn Leads with Monday.com’. After naming your workflow, click on the ‘Create’ button to proceed.

2. Set Up the Trigger for LinkedIn Leads

In this step, you’ll configure the trigger event in Pabbly Connect. The trigger should be set to ‘New Lead Generation Form Response’ from LinkedIn. This means that every time a new lead submits the form, it will trigger the workflow to create an item in Monday.com.

To set this up:

• Click on ‘Connect’ and then ‘Add New Connection’.
• Select ‘Connect with LinkedIn Lead Generation Form’.
• Authorize Pabbly Connect to access your LinkedIn account.

After establishing the connection, select the appropriate LinkedIn account and the lead generation form you wish to use. This ensures that the leads captured will be sent to Monday.com automatically.

3. Create Item in Monday.com Using Pabbly Connect

Now that the trigger is set, the next step is to configure the action in Pabbly Connect to create an item in Monday.com. For this, select ‘Create Item’ as the action event. This action will add the lead details into your specified board in Monday.com.

To create the item, you need to connect to your Monday.com account. To do this:

• Obtain your API token from Monday.com by going to your profile, then Administration, and finally API.
• Paste the token back into Pabbly Connect.
• Select the board where you want to add the leads.

After connecting, map the fields such as Email, Name, and Phone Number from the LinkedIn lead generation response to the corresponding fields in your Monday.com board. This mapping ensures that each lead’s details are correctly added to your Monday.com items.

4. Test and Activate Your Workflow in Pabbly Connect

Once you have mapped all necessary fields, it’s time to test your workflow. Click on the ‘Save and Send Test Request’ button in Pabbly Connect. This will send a test lead from LinkedIn to Monday.com to ensure everything is set up correctly.

After the test, check your Monday.com board to confirm that the new item has been created with the correct details. If everything looks good, activate your workflow. From now on, every time a lead submits the LinkedIn form, their details will automatically be added as an item in Monday.com without any manual effort.

5. Manage Your LinkedIn Leads in Monday.com

With the integration established through Pabbly Connect, managing your LinkedIn leads in Monday.com becomes effortless. All leads will be organized in one place, allowing your team to follow up with potential clients quickly.

This automation not only saves time but also ensures that no leads are missed. You can now focus on converting leads into clients without worrying about manual data entry. Pabbly Connect takes care of the backend processes, allowing you to sit back and relax.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, using Pabbly Connect to automate the creation of items in Monday.com from LinkedIn leads streamlines your lead management process. By following the steps outlined above, you can ensure that your leads are captured efficiently and effectively. This integration will enhance your workflow and help you manage your leads more effectively.