Learn how to enroll Rigi users from LinkedIn Lead Gen Forms leads using Pabbly Connect. Follow this detailed guide for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To start with the integration of LinkedIn Lead Gen Forms and Rigi, you need to access Pabbly Connect. Open your browser and navigate to Pabbly.com/connect. If you don’t have an account, click on the ‘Sign Up for Free’ button to create one.
Once you are logged in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow to automate the enrollment process of leads from LinkedIn Lead Gen Forms into Rigi. This is where Pabbly Connect acts as the central platform for this integration.
2. Creating a New Workflow in Pabbly Connect
After accessing the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, name it ‘Enroll Rigi User from LinkedIn Lead Gen Forms Leads’.
- Click on the ‘Create’ button to proceed.
- You will see two sections: Trigger and Action.
- The Trigger will be set to LinkedIn Lead Gen Forms.
In this step, Pabbly Connect allows you to define the Trigger event, which will start the automation process. This is crucial for ensuring that every new lead captured through LinkedIn is enrolled as a user in Rigi.
3. Setting Up Trigger for LinkedIn Lead Gen Forms
To set up the trigger, search for ‘LinkedIn Lead Gen Forms’ in the trigger application field. Select it and choose the event ‘New Lead Gen Form Response’. This event will activate the workflow whenever a new lead is generated.
Next, connect your LinkedIn Lead Gen Forms account to Pabbly Connect. Click on ‘Connect’, and then select ‘Add New Connection’. You will need to log into your LinkedIn account if you haven’t done so already.
- Choose the LinkedIn account associated with your lead gen forms.
- Select the specific lead form that you want to use for capturing leads.
Once you have set up the trigger, Pabbly Connect will be ready to capture new leads from LinkedIn Lead Gen Forms automatically.
4. Generating a Test Lead and Receiving Data
Now that your trigger is set up, you need to generate a test lead through your LinkedIn Lead Gen Form. This will help you verify that the integration is working correctly. Fill out the lead form with sample data and submit it.
After submitting the lead form, return to Pabbly Connect and click on the ‘Save and Send Test Request’ button. This will fetch the details of the lead you just created.
You should see the response with all the lead details including name, email, and phone number. If the response is delayed, remember that it may take up to 10 minutes for LinkedIn to send the data to Pabbly Connect.
This step confirms that Pabbly Connect is successfully receiving lead data from LinkedIn Lead Gen Forms, which is essential for the next phase of the integration process.
5. Enrolling the User in Rigi
With the lead data successfully captured, it’s time to set up the action to enroll the user in Rigi. Search for ‘Rigi’ in the action application field and select it.
Set the action event to ‘Import User’. Connect your Rigi account by clicking on ‘Add New Connection’. You will need to provide a token from your Rigi account, which can be found under the Integrations section of your Rigi dashboard.
Copy the token from Rigi and paste it into Pabbly Connect. Map the lead details such as full name, email, and phone number to the corresponding fields in Rigi.
Once you have mapped all the necessary fields, click on ‘Save and Send Test Request’. If successful, this indicates that the lead has been enrolled as a user in Rigi. This entire process showcases how Pabbly Connect seamlessly integrates LinkedIn Lead Gen Forms with Rigi to automate user enrollment.
Conclusion
In this tutorial, we explored how to use Pabbly Connect to enroll Rigi users from LinkedIn Lead Gen Forms leads. By following the detailed steps outlined, you can automate user enrollment efficiently, enhancing your lead management process.
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