Integrate WhatsApp with Salesforce and LinkedIn Using Pabbly Connect

Learn how to automate lead generation by integrating WhatsApp, Salesforce, and LinkedIn using Pabbly Connect. Follow this detailed step-by-step tutorial. 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 Integration

To start integrating WhatsApp, Salesforce, and LinkedIn, access Pabbly Connect by visiting Pabbly.com/connect. Here, you can sign in or create a new account if you’re a first-time user.

Once logged in, you’ll be directed to the dashboard where you can manage your workflows. If you are new, signing up provides you with 100 free tasks to explore the features. Click on the ‘Create Workflow’ button to initiate the integration process.

2. Creating a New Workflow in Pabbly Connect

Creating a new workflow in Pabbly Connect is straightforward. After clicking on ‘Create Workflow,’ you will be prompted to name your workflow. Name it something descriptive, such as ‘Add LinkedIn Leads to Salesforce and Send WhatsApp Message.’ Select a folder to save your workflow.

• Click on ‘Create’ to set up your workflow.
• Choose ‘LinkedIn Lead Gen Forms’ as your trigger application.
• Select ‘New Lead Gen Form Response’ as the trigger event.

After setting up the trigger, you will connect your LinkedIn account to Pabbly Connect. This connection allows the workflow to capture new leads automatically whenever they fill out the lead gen form.

3. Capturing Leads from LinkedIn Using Pabbly Connect

Once the trigger is set, it’s time to capture the leads from LinkedIn. After connecting your LinkedIn account, select the specific lead gen form you want to use. Click on ‘Save and Send Test Request’ to confirm that Pabbly Connect is successfully capturing the lead data.

To test this, submit a dummy entry through your LinkedIn lead gen form. After submission, return to Pabbly Connect and check if the correct data is captured. This step is crucial as it ensures that your integration is functioning as intended.

4. Integrating Salesforce with Pabbly Connect

With leads captured, the next step is to integrate Salesforce. In Pabbly Connect, choose Salesforce as your action application. Select the action event as ‘Create Lead’ to push the captured LinkedIn leads into Salesforce.

Connect your Salesforce account to Pabbly Connect, allowing it to create new leads automatically. Map the fields from the LinkedIn response to the corresponding fields in Salesforce, such as first name, last name, email, and phone number. This mapping ensures that the data flows correctly from LinkedIn to Salesforce.

• Select the relevant fields to map from the LinkedIn response.
• Ensure all required fields in Salesforce are filled appropriately.

After mapping the fields, click on ‘Save and Send Test Request’ to verify that a new lead is created in Salesforce successfully.

5. Sending WhatsApp Messages Using Pabbly Connect

Finally, to send WhatsApp messages, add another action step in Pabbly Connect and select Wati as your application. Choose ‘Send Template Message’ as the action event. Connect your Wati account by providing the API endpoint and access token.

Map the WhatsApp number from the LinkedIn lead response to ensure that the message is sent to the correct recipient. Select the template you created in Wati and fill in the necessary custom parameters to personalize the message. Click on ‘Save and Send Test Request’ to confirm that the message is sent successfully.

Ensure the template is approved in Wati before sending. Verify that all custom parameters are correctly formatted.

After successfully sending the WhatsApp message, your workflow is complete, and you can now automate the process of capturing leads from LinkedIn, adding them to Salesforce, and sending them WhatsApp messages using Pabbly Connect.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate WhatsApp, Salesforce, and LinkedIn for automated lead generation. By following these steps, you can streamline your workflow and enhance communication with potential leads.