Integrating Automation with CRM Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate lead allocation from LinkedIn to Runo CRM Using Pabbly Connect in this detailed tutorial. Streamline your sales process today! Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Automation with LinkedIn Leads

Automation is crucial for managing leads efficiently. In this section, we will explore how to set up automation to allocate LinkedIn leads to Runo CRM. This integration streamlines the lead management process, ensuring that no lead is missed. using Pabbly Connect

To begin, you will need to log into your PAB account and navigate to the PAB Connect dashboard. Here, you can create a new workflow that connects LinkedIn and Runo. This workflow will automatically allocate leads as they come in from LinkedIn.

2. Creating a Workflow in PAB Connect

Creating a workflow in PAB Connect is vital for automating lead allocation. The first step is to click on the ‘Create Workflow’ button on the dashboard. This action will prompt you to name your workflow, which should reflect its purpose, such as ‘Runo Allocation from LinkedIn Leads’. using Pabbly Connect

• Click on ‘Create’ to proceed to the workflow settings.
• Define your trigger by selecting ‘LinkedIn Lead Generation Forms’ as the application.
• Set the trigger event to ‘New Lead Generation Form Response’.

After setting up the trigger, you will need to connect your LinkedIn account to PAB Connect. This connection allows PAB to fetch lead data automatically. Once connected, you can select the specific lead form you want to use for generating leads.

3. Mapping Lead Data to Runo CRM

Mapping lead data is an essential step in the integration process. Once you have set up your trigger and action, you will need to map the lead data from LinkedIn to Runo CRM. This process ensures that all relevant information from the lead is captured accurately. using Pabbly Connect

To map the lead data, select the appropriate fields in Runo where the lead information will be stored. For example:

• Map the lead’s first name to the corresponding field in Runo.
• Map the lead’s last name and email address accordingly.
• Ensure to include the phone number and company name for complete information.

After mapping the fields, you can set the priority level for the lead before saving and sending the test request. This priority setting can help your team manage leads more effectively.

4. Testing the Integration

Testing the integration is crucial to ensure that everything works as expected. After completing the mapping, you should click on the ‘Save and Send Test Request’ button. This action will send a sample lead to Runo CRM based on the data you mapped. using Pabbly Connect

Once the test request is sent, check the response in PAB Connect. A positive response indicates that the lead has been successfully allocated to Runo. You can then log into your Runo account to verify that the lead appears in the allocations section.

Make sure to review the details of the lead in Runo to confirm that all information has been captured correctly. This verification step is essential to ensure that your automation is functioning properly.

5. Conclusion

In this tutorial, we explored how to integrate Automation, CRM, Management Service, PAB, LinkedIn, Make, Runo CRM, and Runo I to create an efficient lead allocation process. By automating the workflow, businesses can respond to leads faster and improve their sales efficiency.

Streamlining your lead management process through automation not only saves time but also increases the chances of converting leads into customers. Implementing this integration will enhance your sales workflow significantly.