Learn how to automate adding LinkedIn Lead Gen Form leads to SendGrid as contacts using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for Integration
To integrate LinkedIn Lead Gen Forms with SendGrid, first, you need to set up Pabbly Connect. Start by signing up for a free account on the Pabbly Connect website. This platform will facilitate the automation process between your LinkedIn leads and SendGrid contacts.
After creating your account, log in to the Pabbly Connect dashboard. Here you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘LinkedIn Lead Ads to SendGrid’. Once named, select a folder for your workflow and click ‘Create’ to proceed.
2. Configuring the LinkedIn Trigger in Pabbly Connect
With your workflow created, the next step is to set up the trigger in Pabbly Connect. In the trigger window, select LinkedIn from the app options and choose ‘LinkedIn Lead Gen Forms’ as the specific application. For the trigger event, select ‘New Lead Gen Form Response’.
To connect your LinkedIn account, click on ‘Connect’ and then ‘Add New Connection’. You will be prompted to log in to your LinkedIn account. After successful authentication, choose the appropriate LinkedIn ad account and select the lead form you want to capture leads from. This setup ensures that every new lead generated will trigger the automation process.
- Select your LinkedIn lead gen form.
- Generate a test lead to ensure the connection works.
- Click ‘Save and Send Test Request’ to verify.
Once you have submitted the test lead, you should see the lead details reflected in the Pabbly Connect workflow. This confirms that the integration with LinkedIn Lead Gen Forms is correctly set up and ready to send data to SendGrid.
3. Adding Contacts to SendGrid via Pabbly Connect
The next step in your automation process is to configure the action to add contacts to SendGrid using Pabbly Connect. In the action step, search for SendGrid and select it as the application. Choose the action event ‘Add or Update a Contact’.
Now, click on ‘Connect’ and select ‘Add New Connection’. You will need to enter the API key from your SendGrid account. To find this, navigate to your SendGrid account, go to the settings and then API Keys. Create a new API key, name it appropriately, and ensure it has full access. Copy this key into Pabbly Connect to establish the connection.
- Select the contact list in SendGrid where you want to add the leads.
- Map the email, first name, last name, and phone number fields from the LinkedIn lead details.
- Click ‘Save and Send Test Request’ to finalize the setup.
After mapping the required fields and testing the request, you should receive a confirmation that the lead has been successfully added to SendGrid as a contact. This completes the integration process, allowing your leads to flow seamlessly from LinkedIn to SendGrid.
4. Benefits of Using Pabbly Connect for Automation
Using Pabbly Connect for automating the transfer of leads from LinkedIn to SendGrid offers several advantages. Firstly, it saves time by eliminating manual data entry. Every new lead captured in your LinkedIn forms is automatically added to your SendGrid account without any additional effort.
Moreover, this automation ensures that your marketing efforts are streamlined. You can focus on nurturing leads rather than spending time transferring data. The integration is reliable and operates on a polling basis, checking for new leads every 10 minutes, ensuring you never miss a potential contact.
Additionally, with Pabbly Connect, you can expand this automation to include other applications, further enhancing your marketing and lead management strategies. This flexibility allows businesses to scale their operations efficiently.
5. Conclusion
In conclusion, integrating LinkedIn Lead Gen Forms with SendGrid using Pabbly Connect is a straightforward process that automates lead management. By following the steps outlined in this tutorial, you can ensure that your leads are captured and organized effectively, enhancing your marketing efforts.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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