How to Create Pipedrive Person from LinkedIn Lead Gen Forms Leads Using Pabbly Connect

Learn how to automate the creation of Pipedrive persons from LinkedIn Lead Gen Forms using Pabbly Connect in this detailed tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating the creation of Pipedrive persons from LinkedIn Lead Gen Forms, you first need to access Pabbly Connect. This platform allows seamless integration between various applications without requiring coding skills. Simply visit the Pabbly Connect website and sign in or create a new account to get started.

Once you are logged in, navigate to the dashboard where you can manage your workflows. Here’s how to proceed:

• Click on the ‘Create Workflow’ button.
• Name your workflow, such as ‘Create Pipedrive Person from LinkedIn Leads’.
• Select a folder to save your workflow.

After setting up your workflow, you will see two boxes for trigger and action. This setup is essential for automating the process between LinkedIn Lead Gen Forms and Pipedrive using Pabbly Connect.

2. Setting Up the Trigger with LinkedIn Lead Gen Forms

The next step involves setting up the trigger application, which is LinkedIn Lead Gen Forms. This application will initiate the workflow whenever a new lead is generated. Select LinkedIn Lead Gen Forms as your trigger application and choose the event ‘New Lead Form Response’.

To connect LinkedIn Lead Gen Forms with Pabbly Connect, click on the ‘Connect’ button. If you do not have an existing connection, you will need to create a new one. Enter your LinkedIn credentials to authorize the connection. After successful authentication, you can select your LinkedIn account and the specific lead form you want to use.

Make sure to set the polling interval to 10 minutes, which means Pabbly Connect will check for new leads every 10 minutes. Once you’ve configured these settings, click ‘Save’ to finalize the trigger setup.

3. Filling Out the LinkedIn Lead Form

Now that your trigger is set up, you need to test it by filling out the LinkedIn Lead Gen Form. This step is crucial for ensuring that Pabbly Connect can capture the lead information correctly. Go to your LinkedIn campaign manager and find your lead form.

Fill out the form with the necessary details such as your email, phone number, first name, last name, and company name. After submitting the form, return to Pabbly Connect and click on ‘Save and Send Test Request’ to retrieve the lead’s information.

If the setup is correct, you should see the lead details appear in Pabbly Connect. This confirmation means that the connection between LinkedIn Lead Gen Forms and Pabbly Connect is working successfully and ready for the next step.

4. Creating a Person in Pipedrive

With the lead information captured, the next action is to create a person in Pipedrive. Select Pipedrive as your action application and choose the event ‘Create Person’. Click ‘Connect’ to establish a connection with Pipedrive.

To connect Pipedrive with Pabbly Connect, you will need to enter your API token. This token can be found in your Pipedrive account settings. Copy the API token and paste it into Pabbly Connect to establish the connection.

Once connected, map the lead details received from the LinkedIn form to the respective fields in Pipedrive. This includes the name, email, phone number, and any other relevant information. After mapping the fields, click on ‘Save and Send Test Request’ to create the person in Pipedrive. Check your Pipedrive account to confirm that the person has been added successfully.

5. Summary and Conclusion

In summary, we have successfully automated the process of creating a person in Pipedrive from LinkedIn Lead Gen Forms using Pabbly Connect. We started by accessing Pabbly Connect, setting up the trigger with LinkedIn Lead Gen Forms, and then filling out the lead form to test the connection.

Finally, we created a person in Pipedrive by mapping the lead details received from LinkedIn. This integration allows for efficient management of leads without manual effort. With Pabbly Connect, you can easily automate numerous workflows and enhance your productivity.

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 create Pipedrive persons from LinkedIn Lead Gen Forms leads is a straightforward process that streamlines your lead management. By following the steps outlined in this tutorial, you can ensure a seamless integration that saves time and improves efficiency.