Integrate LinkedIn Leads with Zoho Click Using Pabbly Connect

Learn how to automate sending Zoho Click messages for new LinkedIn leads using Pabbly Connect with this step-by-step tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for LinkedIn and Zoho Integration

To begin the integration process, first access Pabbly Connect by visiting the official website. If you are a new user, click on ‘Sign Up Free’ to create an account and receive 300 tasks every month. Existing users can simply click ‘Sign In’ to access their dashboard.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can start creating your workflow. Click on the ‘Create Workflow’ button located at the top right corner. In the dialog box that appears, name your workflow, for example, ‘Send Zoho Click Channel Message on LinkedIn Legion Form Submission’ and select your desired folder.

2. Creating the Trigger for LinkedIn Leads

In this section, we will set up the trigger for our workflow using Pabbly Connect. The trigger will be based on new responses from LinkedIn Lead Gen Forms. Select ‘LinkedIn Lead Gen Forms’ as your trigger application.

• Choose ‘New Lead Gen Form Response’ as the trigger event.
• Connect your LinkedIn account by clicking on ‘Connect’ and entering your credentials.
• Select the specific LinkedIn lead form you want to track.

After setting up the trigger, you need to test it by generating a test lead in your LinkedIn Lead Gen Form. This will ensure that Pabbly Connect captures the response correctly, allowing you to proceed to the next step of the integration.

3. Setting Up the Action to Send Zoho Click Messages

Now that the trigger is set, we will configure the action step in Pabbly Connect. For this, select ‘Zoho Click’ as the action application. The action event will be set to ‘Send Message to Channel’ so that notifications are sent to your team upon receiving new leads.

• Connect your Zoho Click account by entering your domain name.
• Select the channel where you want to send the messages.
• Draft the message that will be sent, including dynamic fields for lead details.

After entering the required information, click ‘Save and Send Test Request’. If successful, you will receive a confirmation message indicating that the alert has been sent to your Zoho Click channel, completing the integration process.

4. Testing and Verifying the Integration

With both the trigger and action set up, it’s crucial to test the entire workflow to ensure everything functions correctly. In Pabbly Connect, generate a test lead in your LinkedIn form and check if the message appears in your Zoho Click channel.

After performing the test, check the Zoho Click channel for the notification. It should include details like the lead’s name, email, and company, confirming that the integration works as intended. This step is vital for ensuring that your team receives timely updates on new leads.

If the message is received successfully, your automation is now fully operational. You can now rely on Pabbly Connect to keep your team informed about new leads without manual intervention, streamlining your workflow significantly.

5. Conclusion

In summary, using Pabbly Connect to integrate LinkedIn Leads with Zoho Click allows for seamless communication and efficient lead management. By following the steps outlined, you can automate lead notifications effectively, ensuring your team stays updated on potential clients.

Automating this process not only saves time but also enhances your team’s responsiveness to new opportunities, ultimately contributing to your business’s growth and success.