Learn how to automate the integration of LinkedIn Lead Forms with Google Sheets using Pabbly Connect. Step-by-step guide for seamless data management. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To start using Pabbly Connect, visit the Pabbly Connect website by typing in ‘Pabbly.com/connect’ in your browser. This platform allows you to automate workflows without needing any coding skills.
Once on the site, sign in to your existing account or create a new one. If you’re a new user, you can sign up for free and get 100 tasks monthly. After signing in, navigate to the Pabbly Connect dashboard to begin creating your workflow.
2. Creating a New Workflow in Pabbly Connect
In the Pabbly Connect dashboard, click on ‘Create Workflow’ to start building your automation. Name your workflow something descriptive, like ‘LinkedIn Lead Forms to Google Sheets’. Select the appropriate folder for better organization. using Pabbly Connect
- Click on ‘Create’.
- Choose ‘LinkedIn Lead Gen Forms’ as the trigger application.
- Select ‘New Lead Gen Form Response’ as the trigger event.
After setting up the trigger, you will need to connect your LinkedIn account to Pabbly Connect. Make sure to authorize the application to access your LinkedIn account for seamless integration.
3. Setting Up the Trigger in Pabbly Connect
Once you have selected the trigger event, you need to establish a connection with LinkedIn Lead Gen Forms. Click on the ‘Connect’ button, and if you don’t have an existing connection, opt for ‘Add New Connection’. using Pabbly Connect
Log in to your LinkedIn account, and once authorized, select the desired account and lead form from the dropdown list. This step is crucial as it defines which leads will trigger the automation.
- Choose your LinkedIn account.
- Select the lead form from the list.
- Set the polling interval for response capture (e.g., every 10 minutes).
After making these selections, submit a test lead in your LinkedIn form to ensure that Pabbly Connect captures the data correctly. This confirms that your trigger setup is working effectively.
4. Adding Google Sheets as the Action Step
After successfully setting up the trigger, the next step is to add Google Sheets as the action application. Click on the action step and select ‘Google Sheets’. Then, choose ‘Add New Row’ as the action event.
Connect your Google Sheets account to Pabbly Connect by clicking on the ‘Connect’ button. Authorize Pabbly Connect to access your Google Sheets account and select the appropriate spreadsheet where you want to store the lead details.
Select the spreadsheet for storing leads. Map the fields from LinkedIn to Google Sheets. Use dynamic mapping to ensure data is updated with each new lead.
Once the mapping is complete, click on ‘Save and Send Test Request’ to check if the data is being sent correctly to your Google Sheets. If successful, you will see the lead details appear in your spreadsheet.
5. Conclusion: Automating Lead Management with Pabbly Connect
By following these steps, you have successfully automated the process of capturing leads from LinkedIn Lead Gen Forms into Google Sheets using Pabbly Connect. This integration helps streamline your lead management and ensures you never miss a potential client.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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Automation through Pabbly Connect not only saves time but also enhances your productivity by reducing manual data entry. Now, every time a new lead is generated, it will be automatically added to your spreadsheet, allowing you to focus on other important tasks.