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

Learn how to integrate Company with Automation, HubSpot CRM, and more Using Pabbly Connect. This guide provides detailed steps for seamless automation. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Integrating LinkedIn Leads with Google Sheets and HubSpot CRM

The integration of Company with Automation begins by connecting LinkedIn leads to Google Sheets and HubSpot CRM. This process streamlines lead generation and management effectively. using Pabbly Connect

To start, you will need to create a workflow in Make. This involves selecting the trigger as a new lead from the LinkedIn lead generation form. Follow these steps to set up:

• Log into your Make account.
• Click on the ‘Create Workflow’ button.
• Name your workflow, e.g., ‘ADD LinkedIn leads to Google Sheets and HubSpot CRM.’

After naming your workflow, select the folder for your automation. Once done, you will see two boxes for trigger and action. Select LinkedIn as the trigger application and Google Sheets as the action application. This setup will automate the process of adding leads to both platforms.

2. Connecting LinkedIn Lead Generation Form with Make

Connecting the LinkedIn lead generation form is essential for the automation process. This allows the data to flow seamlessly into Google Sheets and HubSpot CRM. using Pabbly Connect

To connect LinkedIn, follow these detailed steps:

• Select the trigger event as ‘New Lead Generation Form Response.’
• Click on the ‘Connect’ button and then ‘Add a New Connection.’
• Authorize your LinkedIn account.

Once authorized, select the specific LinkedIn lead generation form you want to use. This ensures that every new lead captured will be processed correctly. Submit a dummy lead to test the integration, and ensure that the data is flowing into Make.

3. Sending Data to Google Sheets

Once the LinkedIn lead generation form is connected, the next step is to send the lead data to Google Sheets. This allows for easy tracking and management of leads. using Pabbly Connect

To configure the Google Sheets integration, select the action as ‘Add a New Row.’ Connect your Google account and choose the specific spreadsheet where you want to store the lead data.

Select the spreadsheet named ‘Leads via LinkedIn Lead Form.’ Map the fields from the LinkedIn form to the corresponding columns in Google Sheets. Ensure that the first name, last name, email, phone, and company fields are correctly mapped.

After mapping the fields, test the integration to confirm that new leads are being added to your Google Sheets as expected. This step is crucial for maintaining an organized lead database.

4. Creating a Contact in HubSpot CRM

The final step in this automation process is creating a contact in HubSpot CRM. This ensures that every lead captured is also tracked in your customer relationship management system. using Pabbly Connect

Select HubSpot as the next action application and choose the ‘Create a Contact’ action. Connect your HubSpot account and map the required fields from the LinkedIn lead generation form.

Map the first name, last name, email, phone, and company fields to HubSpot CRM. Ensure that all mandatory fields are filled to create a contact successfully. Test the integration by submitting a lead and checking if the contact appears in HubSpot.

Confirm that the contact has been created in HubSpot CRM, and you will see all the details populated correctly. This integration allows for effective lead management directly from your LinkedIn ads.

5. Conclusion

Integrating Company with Automation Using Pabbly Connect streamlines the lead generation and management process. By connecting LinkedIn leads to Google Sheets and HubSpot CRM, you can enhance your workflow efficiency.

This tutorial has provided detailed steps for integrating these applications, ensuring that every lead is captured and managed effectively. Automate your processes today for better lead management!