Integrating LinkedIn Lead Gen Forms with CleverTap Using Pabbly Connect

Learn how to automate the integration of LinkedIn Lead Gen Forms with CleverTap using Pabbly Connect. Follow this detailed guide for step-by-step instructions. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate the process of adding new leads from LinkedIn Lead Gen Forms to CleverTap, you need to access Pabbly Connect. First, navigate to the Pabbly website and locate the ‘Products’ section.

Once there, click on Pabbly Connect to reach the dashboard. If you are new to Pabbly, sign up for a free account. Existing users can simply sign in. After signing in, click on the ‘Access Now’ button to begin creating your automation workflow.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow to connect your LinkedIn Lead Gen Forms with CleverTap using Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow appropriately, such as ‘LinkedIn Ads to CleverTap’.

• Name your workflow.
• Select a folder in your Pabbly Connect account.
• Click on ‘Create’ to finalize the setup.

After creating the workflow, you will see two windows: the trigger window and the action window. The trigger window will capture new leads from LinkedIn, while the action window will send these details to CleverTap.

3. Linking LinkedIn Lead Gen Forms with Pabbly Connect

To begin, select ‘LinkedIn Lead Gen Forms’ as your app in the trigger window of Pabbly Connect. Choose the trigger event as ‘New Lead Gen Form Response’. Click on connect and add a new connection to link your LinkedIn account.

Once connected, select the specific LinkedIn account associated with your ad campaigns. After this, choose the lead gen form from which you want to capture new leads. Click ‘Save and Send Test Request’ to capture a test lead’s details.

4. Adding Leads to CleverTap through Pabbly Connect

The next step is to add the captured lead as a user profile in CleverTap using Pabbly Connect. In the action window, select ‘CleverTap’ and choose the action event as ‘Create or Update User Profile’.

• Connect your CleverTap account by entering the Account ID and Passcode.
• Select your region from the dropdown menu.
• Map the Object ID and profile data from LinkedIn to CleverTap.

After mapping the data, click on ‘Save and Send Test Request’. This will send the lead information to CleverTap, confirming the integration is successful.

5. Testing the Integration Workflow

To ensure everything is working correctly, create another test lead in LinkedIn and wait for the automation to run through Pabbly Connect. After about 10 minutes, check your CleverTap account for the new lead profile.

Search for the lead using the email address you used for the test. If the lead appears with the correct details, your integration is functioning as intended. This entire process demonstrates how Pabbly Connect efficiently automates the lead management workflow.

Conclusion

In this tutorial, we covered how to integrate LinkedIn Lead Gen Forms with CleverTap using Pabbly Connect. By following these steps, you can automate your lead management process effectively, saving time and effort while ensuring accuracy.