Learn how to automate the integration of Legion with One, Salesforce, and LinkedIn for seamless lead management. Follow our detailed tutorial for effective setup. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up the Integration Between Legion and One

To start the integration between Legion and One, you first need to access the Pabbly Connect dashboard. This is where you will create a workflow that automates the process of adding new leads from LinkedIn Legion forms to Salesforce.

Begin by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Create Salesforce Lead from LinkedIn Legion Forms’. This will help you identify the workflow later on.

2. Selecting the Trigger Application: LinkedIn Legion Forms

The next step is to set up the trigger application. In this case, the trigger application will be LinkedIn Legion Forms. This application allows you to capture leads directly from LinkedIn ads.

To do this, select LinkedIn Legion Forms as your trigger application and choose the event ‘New Legion Form Response’. This ensures that every time a new lead is submitted, the automation will be triggered.

  • Select ‘LinkedIn Legion Forms’ as the trigger application.
  • Choose ‘New Legion Form Response’ as the trigger event.
  • Connect your LinkedIn account to Pabbly Connect.

After connecting, you will need to select your specific lead form from the dropdown menu. This is essential for capturing the right data from your LinkedIn leads.

3. Generating Test Leads from LinkedIn Legion Forms

Now that your trigger is set, it’s time to generate a test lead. Go back to your LinkedIn Legion Forms account and select the form you created. Click on the ‘Apply Now’ button to simulate a lead submission. using Pabbly Connect

Fill in the required fields, such as email address and phone number. Once you have entered the details, click on submit. This action will send the lead information to Pabbly Connect, allowing you to verify that the integration is working correctly.

  • Navigate to your LinkedIn Legion Forms account.
  • Select the form and click on ‘Apply Now’.
  • Fill in the static fields and submit the form.

Once the test lead is submitted, go back to Pabbly Connect and click on ‘Save and Send Test Request’ to check if the lead information has been captured successfully.

4. Creating a New Lead in Salesforce

With the trigger now set up and test leads generated, the next step is to create a new lead in Salesforce. Select Salesforce as your action application and choose the action event ‘Create a New Lead’.

To connect Salesforce with Pabbly Connect, click on ‘Connect with Salesforce’ and authorize the connection. Once connected, you will need to map the fields from the LinkedIn lead to the corresponding fields in Salesforce.

Select Salesforce as the action application. Choose ‘Create a New Lead’ as the action event. Map the lead fields from LinkedIn to Salesforce.

After mapping the fields, click on ‘Save and Send Test Request’ to create the lead in Salesforce. Once successful, you will see a confirmation message indicating that the lead has been created.

5. Conclusion: Automating Lead Management with Legion and One

By following these steps, you have successfully integrated Legion with One and Salesforce, automating the process of capturing leads from LinkedIn Legion forms. This integration allows you to efficiently manage your leads and streamline your workflow.

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Now, every time a new lead is generated from LinkedIn, it will automatically be added to your Salesforce account, ensuring that no leads are missed. This setup not only saves time but also enhances your lead management process.

In conclusion, integrating Legion with One and Salesforce helps automate lead management effectively. This step-by-step guide ensures that you can set up the process accurately and efficiently.