Learn how to use Pabbly Connect to integrate LinkedIn leads with HubSpot and automate WhatsApp messaging in this detailed tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.
Watch Step By Step Video Tutorial Below
Accessing Pabbly Connect for Integration
To start integrating LinkedIn leads to HubSpot and send automated WhatsApp messages, you first need to access Pabbly Connect. Visit the Pabbly Connect homepage by entering the URL in your browser.
If you are a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can simply sign in. Once logged in, you will have access to all the applications offered by Pabbly, including Pabbly Connect, which is essential for this integration.
Creating a Workflow in Pabbly Connect
After accessing Pabbly Connect, navigate to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. You will be prompted to name your workflow; a suitable name could be ‘Create Contact in HubSpot and Send WhatsApp Message’.
Once named, select a folder to save your workflow, then click on ‘Create’. You will see two windows appear for setting up the trigger and action. The trigger will be LinkedIn Lead Gen Forms, and the action will be HubSpot CRM to create a new contact.
Setting Up the Trigger and Action in Pabbly Connect
To set up the trigger, select LinkedIn Lead Gen Forms as your application and choose the ‘New Lead Gen Form Response’ event. Click on ‘Connect’, and then select ‘Add New Connection’ to connect your LinkedIn account to Pabbly Connect.
- Select your LinkedIn account and the specific lead gen form you wish to use.
- Save and send a test request to confirm the connection.
After confirming the connection, the next step is to set up the action. Choose HubSpot CRM as the application and select ‘Create a Contact’ as the action event. Again, click on ‘Connect’ and select ‘Add New Connection’. Map the details from the LinkedIn lead response to the contact fields in HubSpot.
Sending WhatsApp Messages Using Pabbly Connect
To send WhatsApp messages, you will need to add another action step in your workflow. Click on the plus sign and choose Wati as the application. Select ‘Send Template Message’ as the action event and connect it to Pabbly Connect by entering your API endpoint and access token from your Wati account.
Once connected, you need to enter the WhatsApp number to which you want to send the message. Map the phone number from the LinkedIn lead response. Then select the template you have created in Wati for sending messages. Ensure that you have mapped any variables correctly, such as the lead’s name, to personalize the message.
Conclusion
In this tutorial, we demonstrated how to use Pabbly Connect to integrate LinkedIn leads with HubSpot and automate WhatsApp messaging. By following the steps outlined, you can effectively manage leads and enhance communication with potential clients through automated messages.
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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