Integrating LinkedIn Leads with Lead Squire CRM Using Pabbly Connect

Learn how to seamlessly integrate LinkedIn leads with Lead Squire CRM using Pabbly Connect in this step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating the integration between LinkedIn leads and Lead Squire CRM, the first step is to access Pabbly Connect. You can do this by visiting the Pabbly Connect website and signing in with your credentials.

If you are a new user, you can sign up for a free account, which allows you to explore the features of Pabbly Connect with 300 tasks every month. Once you log in, you will be directed to the dashboard where you can create your workflows.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow to automate the lead capture process. Click on the ‘Create Workflow’ button in the top right corner of the dashboard.

• Name your workflow, for example, ‘Add LinkedIn Leads to Lead Squire CRM’.
• Select a folder to organize your workflow; you can create multiple folders if needed.
• Click on the ‘Create’ button to finalize your workflow setup.

This setup prepares Pabbly Connect to handle the automation process efficiently by defining triggers and actions that will occur during the workflow.

3. Setting Up the Trigger with LinkedIn Lead Gen Forms

In this step, you will configure the trigger for your workflow in Pabbly Connect. Select ‘LinkedIn Lead Gen Forms’ as your trigger application since you want to capture leads from your LinkedIn forms.

Choose the trigger event as ‘New Lead Gen Form Response’. This means that every time a new lead is generated through your LinkedIn form, Pabbly Connect will automatically capture this response.

4. Connecting LinkedIn to Pabbly Connect

To connect your LinkedIn Lead Gen Forms with Pabbly Connect, click on ‘Connect’ and then select ‘Add New Connection’. You will be prompted to log into your LinkedIn account to authorize the connection.

Once authorized, select your LinkedIn account and the specific lead form you want to use. This setup ensures that Pabbly Connect can retrieve lead information whenever a new lead is generated.

5. Adding Leads to Lead Squire CRM

Now that your trigger is set, the next action is to add these leads to your Lead Squire CRM. Select ‘Lead Squire CRM’ as your action application and choose the action event as ‘Create or Update Lead’.

Connect your Lead Squire account by entering your API key and other required details. Then map the lead details from your LinkedIn form to the corresponding fields in Lead Squire CRM. This mapping allows Pabbly Connect to dynamically insert new lead information into your CRM.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate LinkedIn leads with Lead Squire CRM. By automating this process, you can efficiently manage and follow up with your leads, enhancing your B2B business operations.