Learn how to automate the creation of QuickBooks Online customers from LinkedIn leads using P Connect Now in this detailed tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Trigger Integration with LinkedIn Leads

To start the integration process, we will use P Connect Now to set up our trigger for LinkedIn leads. This trigger will activate whenever a new lead is generated through LinkedIn lead ads. By capturing lead details automatically, we can streamline our workflow.

First, log into your P Connect Now account. If you don’t have an account, you can sign up for free. Once logged in, click on the ‘Create Workflow’ button. You will name your workflow, for instance, ‘Create QuickBooks Online Customer from LinkedIn Leads.’ After naming, click on ‘Create’ to proceed.

2. Selecting the Trigger Application: LinkedIn Lead Generation Forms

In this step, we will configure the trigger application. The primary application we are using is LinkedIn. Here, we will select the LinkedIn lead generation forms as our trigger application. This will ensure that every new lead captured through LinkedIn will initiate our workflow.

  • Search for ‘LinkedIn’ in the trigger application section.
  • Select ‘LinkedIn Lead Generation Forms’ as the trigger application.
  • Choose ‘New Lead Generation Form Response’ as the trigger event.

After selecting the trigger application and event, click on ‘Connect’ to establish a connection between P Connect Now and your LinkedIn account. You will need to authorize this connection, allowing P Connect Now to access your LinkedIn lead data.

3. Creating a New Customer in QuickBooks Online

Now that we have our trigger set up, the next step is to configure the action that will occur when the trigger is activated. For this, we will use QuickBooks Online as our action application. The action we want is to create a new customer using the lead details.

To do this, search for ‘QuickBooks’ in the action application section of P Connect Now. Select ‘QuickBooks Online’ and then choose ‘Create a Customer’ as the action event. After that, click on ‘Connect’ to link your QuickBooks account with P Connect Now.

Once connected, you will need to map the fields from your LinkedIn lead generation form to the corresponding fields in QuickBooks. This mapping ensures that the correct lead information is entered into QuickBooks. For example, map the first name, last name, email, and company name as follows:

  • Map the first name from LinkedIn lead to the QuickBooks customer first name field.
  • Map the last name to the QuickBooks customer last name field.
  • Map the email address and phone number accordingly.

After mapping the fields, click on ‘Save and Send Test’ to verify that the customer is created successfully in QuickBooks with the lead details.

4. Verifying Customer Creation in QuickBooks

After executing the test, you need to verify that the customer has been created in QuickBooks. Navigate to your QuickBooks Online account and check the customers list. You should see the new customer entry with the details you mapped from your LinkedIn lead.

To ensure everything is working correctly, you can create a test lead in LinkedIn and check if it reflects in QuickBooks. This verification step is crucial to confirm that the integration is functioning as expected. If you see the customer listed, it means the automation is working perfectly.

In summary, by using P Connect Now, you have successfully created an automation that connects LinkedIn lead ads with QuickBooks. This integration simplifies the process of managing leads and enhances your B2B operations.

5. Conclusion

In conclusion, integrating LinkedIn leads with QuickBooks using P Connect Now allows for seamless customer creation and management. This automation saves time and reduces errors in data entry, enhancing your business efficiency.

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By following the steps outlined, you can easily set up this integration and streamline your sales processes. With the power of P Connect Now, managing leads from LinkedIn becomes effortless, enabling you to focus on growing your business.