Integrating LinkedIn Leads to Salesforce & Google Sheets with Pabbly Connect

Learn how to automate your lead generation by integrating LinkedIn leads to Salesforce and Google Sheets using Pabbly Connect in this detailed tutorial. 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. Setting Up Pabbly Connect for Lead Generation

To begin automating your lead generation, access Pabbly Connect and log into your account. If you don’t have an account, you can create a free one in just a couple of minutes by clicking the ‘Sign Up Free’ button. Once logged in, navigate to the dashboard.

Click on the blue button labeled ‘Create Workflow’. You will need to give your workflow a name, such as ‘Add LinkedIn Leads to Google Sheets and Salesforce Automatically’. Select a folder for your workflow, and then click on ‘Create’ to proceed.

2. Choosing Trigger and Action Applications in Pabbly Connect

In the workflow setup, you will see two boxes labeled as ‘Trigger’ and ‘Action’. The trigger signifies when an event occurs, and the action signifies what should happen as a result. For this integration, select LinkedIn as the trigger application.

• Choose the trigger event as ‘New Lead Generation Form Response’.
• Connect your LinkedIn account by clicking on ‘Connect’ and then ‘Add New Connection’.
• Select the specific lead generation form you want to use.

After selecting the form, save the configuration and test the connection to ensure it works properly. This step is crucial as it allows Pabbly Connect to capture leads from LinkedIn automatically.

3. Syncing LinkedIn Leads to Google Sheets via Pabbly Connect

Next, you will set up the action to send the captured lead data to Google Sheets. In the action setup, select Google Sheets as the application. Click on ‘Connect’ and then ‘Add New Connection’ to link your Google Sheets account.

• Choose the spreadsheet where you want to save the leads.
• Map the fields from the LinkedIn lead data to the corresponding columns in your Google Sheets.
• Save the configuration and send a test request to ensure data is captured correctly.

Once the test is successful, you will see that the lead data appears in your Google Sheets. This integration through Pabbly Connect eliminates the need for manual data entry, streamlining your lead management process.

4. Creating Contacts in Salesforce from LinkedIn Leads

The final step involves integrating Salesforce to create contacts automatically from the leads captured. In the action setup, select Salesforce as the application and choose the action event as ‘Create Contact’.

Connect your Salesforce account by clicking on ‘Connect’ and then ‘Allow’ to grant necessary permissions. After the connection is established, map the fields from the LinkedIn lead data to the corresponding fields in Salesforce, such as first name, last name, email, and phone.

Once you’ve mapped all required fields, save the configuration and send a test request. After refreshing your Salesforce dashboard, you should see the newly created contact reflecting the lead data. This final integration step showcases how Pabbly Connect effectively automates your lead generation and management tasks.

5. Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding LinkedIn leads to Google Sheets and Salesforce. By following these steps, you can streamline your lead generation and management process efficiently.

Utilizing Pabbly Connect not only simplifies data handling but also enhances productivity by automating tedious tasks, allowing you to focus on growing your business.