Integrating LinkedIn Leads into Zoho CRM and Sending Automated WhatsApp Messages with Pabbly Connect

Learn how to seamlessly integrate LinkedIn leads into Zoho CRM and automate WhatsApp messages using Pabbly Connect. Step-by-step tutorial included. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To start integrating LinkedIn leads into Zoho CRM and automate WhatsApp messages, first access Pabbly Connect. This powerful integration platform allows you to connect various applications effortlessly.

Visit the Pabbly Connect homepage by typing Pabbly.com/connect in your browser. If you are a new user, click on the ‘Sign Up for Free’ button to create an account, which includes 100 free tasks every month. Existing users can simply sign in to access their dashboard.

Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, click on the ‘Create Workflow’ option to initiate a new automation. Name your workflow, for instance, ‘Add LinkedIn Leads to Zoho CRM and Send WhatsApp Message,’ and select a folder for organization.

After naming your workflow, you will see two windows: Trigger and Action. The Trigger is the event that starts the workflow while Actions are the responses to that event. For this integration, select LinkedIn Lead Gen Forms as your trigger application and set the trigger event to ‘New Lead Gen Form Response.’

• Select ‘Add New Connection’ to connect your LinkedIn account.
• Authorize the connection to allow Pabbly Connect to access your LinkedIn data.

After establishing the connection, select the lead form you want to use from LinkedIn. This step ensures that every new lead captured through the form will trigger the workflow.

Integrating Zoho CRM with Pabbly Connect

Next, you need to set up the action in Pabbly Connect to insert the lead into Zoho CRM. Choose Zoho CRM as the action application and select the action event as ‘Insert or Update Record.’

To connect to Zoho CRM, click on ‘Add New Connection’ and enter your domain name, which you can find in the URL of your Zoho account. After pasting the domain, authorize the connection. Once connected, select the module as ‘Leads’ to ensure the new lead details are correctly added.

• Map the fields from LinkedIn to Zoho CRM, including first name, last name, email, and phone number.
• Click ‘Save and Send Test Request’ to verify that the lead is created successfully in Zoho CRM.

Check your Zoho CRM account to confirm that the new lead has been added, indicating that the integration was successful.

Sending Automated WhatsApp Messages

After successfully adding leads to Zoho CRM, the final step is to send automated WhatsApp messages using Pabbly Connect. For this, select Wati as the action application and choose ‘Send Template Message’ as the action event.

To connect Wati, click on ‘Add New Connection’ and input your API endpoint and access token, which can be found in your Wati dashboard under API docs. After entering these details, click ‘Save’ to establish the connection.

Map the phone number from the LinkedIn lead response to ensure the message is sent to the correct contact. Select the WhatsApp template you created for your leads and ensure the broadcast title is set up correctly.

Finally, add custom parameters for variables in your template, ensuring that names are dynamically replaced for each lead. Click ‘Save and Send Test Request’ to send a test message and confirm that the automation is functioning correctly.

Conclusion

In this tutorial, we explored how to integrate LinkedIn leads into Zoho CRM and send automated WhatsApp messages using Pabbly Connect. This seamless automation saves time and enhances lead management.

By following these steps, you can efficiently manage your leads and communicate with them automatically, ensuring no opportunity is missed. Start using Pabbly Connect today to streamline your lead generation process!