Learn how to automate adding LinkedIn leads to Active Campaign and Notion using Pabbly Connect. Step-by-step guide for seamless integration. 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 start integrating LinkedIn leads with Active Campaign and Notion, first, access Pabbly Connect. Sign in to your account or create a new one for free, which provides you with 100 free tasks every month.
After logging in, you will be directed to the Pabbly Connect dashboard. Here, you can select the Pabbly Connect application by clicking on ‘Access Now’. This is the central hub for automating your workflows and managing integrations.
2. Creating a Workflow in Pabbly Connect
To create your automation, click on the ‘Create Workflow’ button located at the top right corner of your dashboard. A dialog box will appear prompting you to name your workflow. Name it something like ‘Add LinkedIn Leads to Active Campaign as Contacts and Add Details in Notion’. using Pabbly Connect
- Select a folder to save your workflow, such as ‘LinkedIn Automations’.
- Click on ‘Create’ to finalize your workflow setup.
Once the workflow is created, you will see two sections: Trigger and Action. The Trigger is the event that starts your workflow, while the Action is what happens as a result. In this case, the trigger will be a new lead generated from LinkedIn.
3. Setting Up the Trigger in Pabbly Connect
In this step, you will set up the trigger by selecting ‘LinkedIn Lead Gen Forms’ as your trigger application. The specific event you want to capture is ‘New Lead Gen Form Response’. This setup ensures that every time a new lead is generated, it will be captured by Pabbly Connect.
After selecting your trigger application, click on the ‘Connect’ button. You will need to authorize Pabbly Connect to access your LinkedIn account. Once authorized, select the specific account you are using for your lead generation campaigns.
- Choose the lead form you created, for example, ‘Sample Lead Gen Form’.
- Click on ‘Save and Send Test Request’ to ensure that the connection works and that the most recent lead data is captured.
This step is crucial to ensure that Pabbly Connect can pull the lead data accurately whenever a new lead is generated.
4. Adding the Lead as a Contact in Active Campaign
Now that your trigger is set up, it’s time to create an action that adds the captured lead to Active Campaign. Select ‘Active Campaign’ as your action application and choose ‘Create or Update Contact’ as the action event. This is where Pabbly Connect plays a pivotal role in automating your lead management.
Click on the ‘Connect’ button to link your Active Campaign account with Pabbly Connect. You will need to provide your API key and URL from your Active Campaign account. Navigate to the settings in Active Campaign to find this information under the ‘Developer’ section.
Remove ‘https://’ from the URL before entering it into Pabbly Connect. Map the lead’s email and phone number from the LinkedIn lead data to the corresponding fields in Active Campaign.
Once everything is mapped correctly, click on ‘Save and Send Test Request’ to verify that the contact was created successfully in Active Campaign. This integration streamlines your lead management process significantly.
5. Recording Lead Details in Notion
After successfully adding the lead to Active Campaign, the next step is to create a record in Notion. Select ‘Notion’ as your action application and choose ‘Create Database Item’ as the action event. This is where Pabbly Connect helps in organizing your lead information for easy access.
Click on ‘Connect’ to link your Notion account. Select the specific database where you want to store the lead details, such as ‘LinkedIn Leads Details’. You will also need to map the lead’s email and phone number to their respective fields in Notion.
Fill in any other required fields as necessary. Click on ‘Save and Send Test Request’ to confirm that the data is recorded in Notion.
After completing this step, check your Notion database to ensure that the lead details have been successfully added. This integration allows for a seamless flow of information from LinkedIn to your marketing tools.
Conclusion
This tutorial demonstrates how to integrate LinkedIn leads into Active Campaign and Notion using Pabbly Connect. By automating this process, you can save time and reduce errors in lead management.
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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