Integrate Box and LinkedIn with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Box and LinkedIn using Pabbly Connect. Follow our detailed tutorial to automate your workflow efficiently. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect for integrating Box and LinkedIn, first navigate to the official Pabbly Connect website. Here, you can sign in to your account or create a new one if you’re a first-time user. using Pabbly Connect

Once logged in, you’ll land on the Pabbly Connect dashboard. This is where you can manage all your integrations. With Pabbly Connect, you can automate the process of transferring data between Box and LinkedIn seamlessly.

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to name your workflow and select a folder for organization.

• Name your workflow, e.g., ‘Integrate Box with LinkedIn’.
• Select a folder where the workflow will be saved.

After naming your workflow and selecting the folder, click on the ‘Create’ button. This sets up the basic structure for your automation, which will connect Box and LinkedIn through Pabbly Connect.

3. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow. The trigger is the event that initiates the automation process. For this integration, select ‘LinkedIn’ as your trigger application.

• Choose ‘New LinkedIn Lead’ as the trigger event.
• Connect your LinkedIn account to Pabbly Connect.

After selecting the trigger event, click on the ‘Connect’ button. This will allow Pabbly Connect to capture new leads from LinkedIn automatically, streamlining your workflow.

4. Setting Up the Action Step in Pabbly Connect

Once the trigger is set up, it’s time to configure the action step. For this integration, you will select ‘Box’ as your action application. The action will specify what happens when a new lead is captured from LinkedIn.

Choose ‘Create File in Box’ as the action event. Map the data from LinkedIn to Box fields.

After mapping the necessary fields, click on the ‘Save and Send Test Request’ button. This action will confirm that Pabbly Connect successfully communicates with both applications.

5. Testing the Integration Between Box and LinkedIn

To ensure that the integration works correctly, it’s essential to test the workflow you have created. Generate a test lead in LinkedIn and check if it appears in Box as a new file.

After performing the test, verify the data in Box. If everything is set up correctly, you will see the new lead data reflected in the Box application. This confirms that Pabbly Connect is effectively automating the process between LinkedIn and Box.

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 integrate Box and LinkedIn streamlines your workflow, saving you time and effort. By following these steps, you can automate the process of managing leads efficiently.