Integrate LinkedIn Leads in Zoho CRM and Automate WhatsApp Messages with Pabbly Connect

Learn how to seamlessly integrate LinkedIn leads into Zoho CRM and send automated WhatsApp messages using Pabbly Connect. Step-by-step tutorial included. 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. Access Pabbly Connect for Integration

To start integrating LinkedIn leads into Zoho CRM and sending automated WhatsApp messages, you need to access Pabbly Connect. Begin by navigating to the Pabbly Connect website and signing up for a free account if you are new.

Once you log in, you will find options to create workflows. Click on the ‘Create Workflow’ button to get started. Ensure you have your LinkedIn, Zoho CRM, and WhatsApp accounts ready for integration.

2. Create a New Workflow in Pabbly Connect

In this section, you will set up your workflow in Pabbly Connect. After clicking on ‘Create Workflow’, name it appropriately, for example, ‘Add LinkedIn Leads to Zoho CRM and Send WhatsApp Message’. Select a folder to save your workflow.

• Name your workflow clearly.
• Choose the appropriate folder for organization.

After naming and selecting the folder, click on ‘Create’. This will open the trigger and action setup windows. In the trigger section, select LinkedIn Lead Gen Forms as your trigger application.

3. Set Up LinkedIn Lead Gen Forms as Trigger

To automate the process, you need to configure LinkedIn Lead Gen Forms as the trigger in Pabbly Connect. Choose ‘New Lead Gen Form Response’ as the trigger event. Click ‘Connect’ to establish a connection with your LinkedIn account.

Once connected, you will need to select the specific lead form you have created in LinkedIn. This form will automatically send new leads to Pabbly Connect whenever someone fills it out.

• Select the correct LinkedIn account.
• Choose the lead form you want to use.

After selecting your lead form, click on ‘Save and Send Test Request’ to verify that the connection is working correctly. You should receive a response with the details of the lead.

4. Add Leads to Zoho CRM Using Pabbly Connect

Now that you have configured the trigger, it’s time to set up the action to add leads to Zoho CRM. In the action application, select Zoho CRM and choose ‘Insert or Update Record’ as the action event. Connect your Zoho CRM account through Pabbly Connect.

You’ll need to enter your Zoho domain and grant permission for Pabbly Connect to access your account. After connecting, map the lead details from the LinkedIn response to the corresponding fields in Zoho CRM, such as first name, last name, and email.

Map first name, last name, and email fields. Ensure all required fields are filled for successful record creation.

Once all fields are mapped correctly, click ‘Save and Send Test Request’ to check if the lead has been successfully added to Zoho CRM.

5. Send Automated WhatsApp Messages via Pabbly Connect

The final step is to send automated WhatsApp messages to your new leads. In the action application, select Wati and choose ‘Send Template Message’ as the action event. Connect your Wati account through Pabbly Connect.

After connecting, you will need to specify the WhatsApp number to send the message to, which you can map from the LinkedIn lead response. Additionally, select the message template you created for this purpose.

Map the phone number from the lead response. Select the appropriate message template for sending.

Once you have configured the message details, click ‘Save and Send Test Request’ to ensure the message is sent successfully to the lead’s WhatsApp number.

Conclusion

By following these steps, you can effectively integrate LinkedIn leads into Zoho CRM and automate WhatsApp messages using Pabbly Connect. This process streamlines your lead management and enhances communication with potential clients.