Learn how to automate lead allocation from LinkedIn to Runo CRM Using Pabbly Connect. This detailed tutorial covers all steps and integrations for efficient lead management. with Pabbly Connect.

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1. Setting Up Automation with CRM: Connecting LinkedIn and Runo

Automation is essential for managing leads efficiently. In this section, we will explore how to connect LinkedIn leads to Runo Using Pabbly Connect. This integration allows for automatic lead allocation, ensuring that new leads are promptly assigned to the appropriate team member. using Pabbly Connect

To begin, navigate to the Make platform. Here, you will create a new workflow that connects LinkedIn lead generation forms with Runo CRM. This process eliminates the need for manual data entry, saving time and reducing errors.

2. Creating a Workflow in Make for Lead Allocation

Creating a workflow in Make is crucial for automating the lead allocation process. First, log into your Make account and click on the ‘Create Workflow’ button. You will be prompted to name your workflow; a suitable name could be ‘Runo Allocation from LinkedIn Leads’. using Pabbly Connect

Once named, you will see two main sections: Trigger and Action. The trigger will be set to ‘LinkedIn Lead Generation Forms’. After selecting this, you will need to choose the event as ‘New Lead Generation Form Response’. This step is vital as it determines when your workflow will activate.

  • Select ‘LinkedIn Lead Generation Forms’ as the trigger application.
  • Choose the event ‘New Lead Generation Form Response’.
  • Click on ‘Connect’ to establish a connection with your LinkedIn account.

After setting up the trigger, you will be able to test the connection. This ensures that your workflow will activate whenever a new lead is generated from LinkedIn, making the process seamless.

3. Mapping Lead Data to Runo for Allocation

Mapping lead data is a crucial step in the automation process. After successfully connecting LinkedIn to Make, the next step is to allocate the lead information to Runo. You will need to set Runo as the action application and select ‘Create Allocation’ as the action event. using Pabbly Connect

To connect Runo to Make, you will require an API key from your Runo account. Log into Runo, navigate to the admin panel, and generate a new API key. This key will allow Make to communicate with Runo and create allocations based on the data received from LinkedIn.

  • Log into Runo and access the admin panel.
  • Generate a new API key under API configuration.
  • Copy the API key and paste it into Make to establish the connection.

Once the API key is set, you can map the lead details received from LinkedIn to the corresponding fields in Runo. This mapping ensures that every new lead is automatically assigned to the right team member.

4. Testing the Integration for Successful Lead Allocation

Testing the integration is essential to ensure that the workflow functions as intended. After mapping the lead data, you need to run a test to confirm that the lead information is correctly sent to Runo. This step verifies that your automation is working properly. using Pabbly Connect

To test, submit a sample lead through your LinkedIn lead generation form. After submission, return to Make and check the response received from LinkedIn. If everything is set up correctly, you should see the lead’s information populated, ready for allocation.

After confirming the successful receipt of lead data, finalize the workflow by saving the configuration. This will activate the automation, allowing new leads from LinkedIn to be allocated automatically in Runo.

5. Finalizing the Automation and Using It Effectively

Finalizing the automation is the last step in this integration process. After testing and confirming that the workflow operates correctly, you can now use this automation to manage your leads effectively. With every new lead generated from LinkedIn, Runo will automatically receive the updated information. using Pabbly Connect

This integration not only saves time but also enhances the efficiency of your sales process. By automating lead allocation, your sales team can respond faster, increasing the likelihood of converting leads into customers. This streamlined approach to lead management is crucial for businesses relying on LinkedIn for lead generation.

In conclusion, integrating Automation with CRM Using Pabbly Connect, LinkedIn, and Runo allows for efficient lead management. By following the steps outlined in this tutorial, you can ensure that your sales team is always ready to act on new opportunities.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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