Integrating LinkedIn Leads with Zoho Click Using Pabbly Connect

Learn how to seamlessly integrate LinkedIn Leads with Zoho Click using Pabbly Connect for efficient lead management and notifications. 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 Integration

To start integrating LinkedIn Leads with Zoho Click, you need to access Pabbly Connect. Simply visit the Pabbly Connect website and sign in or create a new account if you’re a first-time user. Once logged in, you’ll be directed to the dashboard where you can manage your workflows.

After signing in, you will see the option to create a new workflow. This is where you set up the automation that will connect your LinkedIn Leads to Zoho Click. The interface is user-friendly and allows you to easily navigate through the integration process.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow to automate notifications for new leads. Start by clicking on the ‘Create Workflow’ button in the top right corner of the dashboard. Name your workflow something descriptive, such as ‘Send Zoho Click Channel Message on LinkedIn Lead Form Submission’.

• Click on the ‘Create’ button to proceed.
• You will see two main components: Trigger and Action.
• Select LinkedIn Lead Ads as your Trigger application.

This setup allows Pabbly Connect to listen for new lead submissions from LinkedIn, ensuring that your team is notified promptly via Zoho Click.

3. Setting Up the Trigger in Pabbly Connect

Now that the workflow is created, it’s time to set up the trigger. Select ‘New Lead Gen Form Response’ as the trigger event for LinkedIn Lead Ads. This will ensure that every time a new lead is generated, the automation is activated.

Next, you will need to connect your LinkedIn account to Pabbly Connect. Click on ‘Connect’ and follow the prompts to authorize the connection. Once connected, select your LinkedIn account and the specific lead form you wish to monitor.

• Make sure to generate a test lead in your LinkedIn Lead Ads to test the connection.
• Click ‘Save and Send Test Request’ to ensure everything is working correctly.

This step allows Pabbly Connect to fetch the lead details, which will be used in the next steps for sending notifications through Zoho Click.

4. Setting Up the Action in Pabbly Connect

After successfully setting up the trigger, the next step is to configure the action. Choose Zoho Click as your action application and select the ‘Send Message to Channel’ action event. This will allow you to send a notification message to your selected channel whenever a new lead is captured.

To connect Zoho Click with Pabbly Connect, click on ‘Connect’ and enter your Zoho domain. After authorization, select the channel where you want to send the lead notifications. You can create a message template that includes details about the lead.

Map the lead details from the trigger step into your message template. Customize your message to include the lead’s name, email, and company information.

With this setup, every time a new lead comes in, your team will receive an instant alert via Zoho Click, keeping everyone informed and ready to follow up.

5. Testing and Finalizing the Integration

To ensure that everything is functioning correctly, perform a test by submitting a new lead through your LinkedIn form. After the submission, check if the message appears in your designated Zoho Click channel. This step is crucial to verify that the integration between LinkedIn Leads and Zoho Click via Pabbly Connect is successful.

If the message is received as expected, you have successfully automated your lead notifications. You can now rely on this setup to keep your team updated without any manual effort.

In case of any issues, revisit each step to ensure all connections and mappings are correctly configured. Pabbly Connect makes troubleshooting easy by allowing you to test each component of your workflow.

Conclusion

This tutorial demonstrated how to integrate LinkedIn Leads with Zoho Click using Pabbly Connect. By automating notifications for new leads, you can enhance your team’s responsiveness and ensure that no potential client is overlooked. Implementing this integration streamlines your workflow and maximizes your lead management efficiency.