How to Create Zoho CRM Contacts from LinkedIn Lead Gen Forms Using Pabbly Connect

Learn how to automate the creation of Zoho CRM contacts from LinkedIn Lead Gen Forms leads using Pabbly Connect. Step-by-step tutorial included. 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 Automation

To automate the creation of Zoho CRM contacts from LinkedIn Lead Gen Forms, you first need to access Pabbly Connect. This platform allows seamless integration between various applications, including LinkedIn and Zoho CRM.

Start by visiting the Pabbly Connect website. If you are a new user, you can sign up for free, which gives you access to 100 free tasks each month. Existing users should sign in to their Pabbly Connect account to proceed with the automation.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear asking you to name your workflow.

• Name your workflow: ‘Create Zoho CRM Contact from LinkedIn Lead Gen Forms Leads’.
• Select a folder to save the workflow, such as ‘LinkedIn Leads Automations’.

After naming your workflow and selecting the appropriate folder, click the ‘Create’ button. This sets up the basic structure for your automation.

3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. For this integration, select ‘LinkedIn Lead Gen Forms’ as the trigger application. The trigger event should be set to ‘New Lead Gen Form Response’.

To connect your LinkedIn Lead Gen Forms to Pabbly Connect, click on the ‘Connect’ button. A new window will pop up where you can add a new connection or select an existing one. After authorizing, choose the LinkedIn account and the specific lead form you want to connect.

• Generate a test lead using your LinkedIn Lead Gen Form.
• Click on ‘Save and Send Test Request’ to capture the response.

Once the test lead is generated, you will see the response captured in Pabbly Connect, confirming that your trigger setup is complete.

4. Configuring the Action in Pabbly Connect

Now that the trigger is set, it’s time to configure the action in Pabbly Connect. Select ‘Zoho CRM’ as the action application and choose ‘Create Contact’ as the action event.

Click on the ‘Connect’ button to establish a connection with Zoho CRM. You will need to provide your Zoho domain, which can be found in your Zoho CRM account URL. Copy this domain and paste it into the Pabbly Connect dialog box.

Authorize the connection by clicking on the ‘Accept’ button. Map the required fields such as first name, last name, email, and phone number from the previous step.

After mapping the data, click on ‘Save and Send Test Request’ to create the contact in your Zoho CRM. This confirms that your action step is set up correctly.

5. Verifying Zoho CRM Contacts Creation

After completing the action configuration in Pabbly Connect, it’s crucial to verify that the contact has been successfully created in Zoho CRM. Open your Zoho CRM account and navigate to the contacts page.

Refresh the page to see if the new contact appears. You should see the contact created with the details you mapped earlier, such as the name and email address. This confirms that the automation process is working seamlessly.

Check for the lead details to ensure accuracy. Make any necessary adjustments in Pabbly Connect if needed.

With everything set up, you can now enjoy the benefits of automated lead management, saving you time and improving efficiency in your marketing efforts.

Conclusion

This tutorial demonstrated how to automate the creation of Zoho CRM contacts from LinkedIn Lead Gen Forms using Pabbly Connect. With this integration, you can streamline your lead management process, ensuring that all leads are captured and organized efficiently.