Integrate LinkedIn Leads with MS Excel Using Pabbly Connect

Learn how to automatically add LinkedIn leads to MS Excel using Pabbly Connect. Follow our step-by-step guide for seamless integration. 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. Accessing Pabbly Connect for LinkedIn Leads Integration

To start integrating LinkedIn leads into MS Excel, you first need to access Pabbly Connect. This automation platform allows seamless integration between various applications, including LinkedIn and MS Excel.

Log into your existing Pabbly Connect account or create a free account if you haven’t yet. Once logged in, you will reach the dashboard where you can create a new workflow for this integration.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the blue button labeled ‘Create Workflow’. You will need to provide a name for your workflow; for example, ‘Sync LinkedIn Leads with MS Excel Automatically’.

• Click on ‘Create’ to proceed.
• You will see two boxes—Trigger and Action.
• Select ‘LinkedIn Lead Generation Form’ as the trigger application.

This step is crucial as it sets up the automation process. By selecting the trigger, you specify that whenever a new lead is generated through your LinkedIn form, it will initiate the action to add that lead to MS Excel.

3. Setting Up LinkedIn Lead Generation as Trigger

In this step, you will configure the trigger event in Pabbly Connect. Choose the trigger event as ‘New Form Response’. Click on ‘Connect’, then select ‘Add New Connection’ to link your LinkedIn account.

Once connected, you will see a list of your LinkedIn lead generation forms. Select the specific lead form you want to use. This allows Pabbly Connect to fetch lead data from that form whenever a new lead is submitted.

• Select your LinkedIn account and grant necessary permissions.
• Choose the lead form from the dropdown list.
• Click on ‘Save and Send Test Request’ to ensure the connection is working.

This successful connection will allow Pabbly Connect to capture lead data from LinkedIn in real time. You will receive a response indicating the data has been successfully fetched.

4. Adding Leads to MS Excel Using Pabbly Connect

Now that you have set up the trigger, the next step is to configure the action in Pabbly Connect. Choose ‘Microsoft Excel’ as the action application and select ‘Add a Row to Worksheet’ as the action event.

Connect your Microsoft Excel account to Pabbly Connect. Once connected, select the specific workbook and worksheet where you want the lead data to be added. This is crucial for ensuring that the leads are stored correctly.

Choose the workbook containing your lead data. Select the worksheet where the data will be inserted. Map the fields from the LinkedIn response to the corresponding columns in Excel.

By mapping these fields, you ensure that every time a lead is generated, their information will automatically populate into MS Excel without manual intervention.

5. Testing and Activating Your Integration

After mapping the fields, click on ‘Save and Send Test Request’ to test the integration. This will send a test lead to your selected MS Excel worksheet. Refresh the worksheet to see if the data appears correctly.

If the test is successful, your integration is complete! From now on, every time a new lead is generated in your LinkedIn lead form, Pabbly Connect will add that lead to your MS Excel automatically every ten minutes.

This automation saves you time and ensures that your lead data is always up to date. You can further customize the workflow in Pabbly Connect to suit your business needs.

Conclusion

Integrating LinkedIn leads into MS Excel using Pabbly Connect streamlines your lead management process. This tutorial detailed how to set up and automate this integration effectively, ensuring your lead data is always current and accessible.