Integrating LinkedIn Leads with Agiled Using Pabbly Connect

Learn how to create Agiled contacts from LinkedIn leads using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. 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

1. Accessing Pabbly Connect for LinkedIn Lead Integration

To create Agiled contacts from LinkedIn leads, you first need to access Pabbly Connect. Start by navigating to the Pabbly Connect website, which you can find at Pabbly.com/connect. If you’re a new user, click on ‘Sign Up for Free’ to create an account and get 100 tasks free every month.

Once logged in, you’ll see various applications offered by Pabbly. Click on the ‘Access Now’ button for Pabbly Connect. This will take you to your dashboard where you can create workflows for automation between LinkedIn leads and Agiled.

2. Creating a Workflow in Pabbly Connect

After accessing your dashboard in Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; enter a descriptive name such as ‘Create Agiled Contact from LinkedIn Leads’. Select the folder you want to save it in and click ‘Create’.

• Name your workflow appropriately.
• Select the folder for organization.
• Click ‘Create’ to proceed.

Now, you’ll see the workflow window. Here, you will set up the trigger and action. For the trigger application, select ‘LinkedIn Leads’. This integration will allow you to automate the creation of contacts in Agiled whenever a new lead is received.

3. Setting Up the Trigger with LinkedIn Leads

Select ‘LinkedIn Leads’ as your trigger application in Pabbly Connect. Choose the trigger event as ‘New Leads in Form Response’. Click on ‘Connect’ to link your LinkedIn account. If this is your first time, you will need to add a new connection.

Once connected, select your LinkedIn account and the specific lead form you want to use. For example, you can choose a sample lead form to test the integration. After selecting your form, submit a test lead to ensure that Pabbly Connect can capture the response correctly.

• Select ‘New Leads in Form Response’ as the trigger event.
• Connect your LinkedIn account.
• Submit a test lead to capture the response.

After submitting the test lead, go back to your workflow and click on ‘Save and Send Test Request’. This will confirm that Pabbly Connect has successfully captured the lead details.

4. Setting Up the Action with Agiled

Now that your trigger is set up, it’s time to create the action in Pabbly Connect. Select ‘Agiled’ as your action application and choose ‘Create Contact’ as the action event. Click ‘Connect’ to link your Agiled account.

You will need to enter the API key from your Agiled account. To obtain this, log into Agiled, navigate to ‘Settings’, and then ‘API Settings’. Copy the API key and paste it into Pabbly Connect. Once connected, you will map the details from the LinkedIn lead response to the Agiled contact fields.

Select ‘Create Contact’ as the action event. Obtain and enter your Agiled API key. Map lead details to contact fields in Agiled.

After mapping the fields such as first name, last name, email, and phone number, click on ‘Save and Send Test Request’ to create the contact in Agiled. Verify by checking your Agiled contacts to ensure the new contact has been created successfully.

5. Verifying the Integration Success

To confirm the integration is successful, return to Agiled and navigate to the ‘Contacts’ section. Here, you should see the newly created contact with the details submitted from LinkedIn leads. This verification step is crucial to ensure that Pabbly Connect is functioning correctly.

If everything is set up correctly, you will see the contact information reflecting the dummy data you submitted during the test. This means that your workflow is functioning as intended, automating the process of creating Agiled contacts from LinkedIn leads.

In summary, the entire process involves selecting LinkedIn Leads as the trigger, mapping the lead details, and creating a contact in Agiled using Pabbly Connect. This seamless integration enhances your lead management process significantly.

Conclusion

In this tutorial, we demonstrated how to create Agiled contacts from LinkedIn leads using Pabbly Connect. By following these steps, you can automate your lead management process, ensuring that every new lead is promptly added to your Agiled account. This integration is essential for improving your business efficiency.