Integrating LinkedIn Leads with Zoho CRM and Microsoft Teams Using Pabbly Connect

Learn how to integrate LinkedIn leads with Zoho CRM and Microsoft Teams using Pabbly Connect in this detailed step-by-step tutorial. 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 CRM and Microsoft Teams, you need to access Pabbly Connect. First, visit the Pabbly website and log in to your account.

If you’re a new user, you can sign up for a free account. Once logged in, click on the ‘Access Now’ button for Pabbly Connect to reach the dashboard where you can create your workflows.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder to save it in. For this integration, name it something like ‘Notify Team on MS Teams for New LinkedIn Leads and Create Zoho CRM Contact’. using Pabbly Connect

• Select the folder for your workflow.
• Click on ‘Create’ to proceed.

Now you will see the workflow window, which includes both a trigger and action setup. The trigger indicates when the workflow should start, while the actions are the tasks that will follow. In this case, we will set LinkedIn Lead Gen Forms as the trigger application.

3. Setting Up the Trigger with LinkedIn Lead Gen Forms

To set up the trigger, search for ‘LinkedIn Lead Gen Forms’ in the trigger application section. Select it and choose the trigger event as ‘New Lead Gen Form Response’. Click on ‘Connect’ to link your LinkedIn account. using Pabbly Connect

If you haven’t connected your LinkedIn account before, you will need to add a new connection. After signing in, select the account and lead form you want to use, then click on ‘Save and Send Test Request’. Remember that LinkedIn Lead Gen Forms check for new data every 10 minutes, so you may need to wait for the test response.

4. Creating a Zoho CRM Contact via Pabbly Connect

Next, you will set the action application to Zoho CRM. Search for ‘Zoho CRM’ and select it. Choose the action event as ‘Create Contact’ and click on ‘Connect’. If you haven’t connected your Zoho account yet, you will need to add a new connection and provide your Zoho domain. using Pabbly Connect

• Enter your Zoho domain when prompted.
• Map the lead details from the previous step to create a new contact.

After mapping the details like first name, last name, email, and phone number, click on ‘Save and Send Test Request’. You should receive a positive response indicating that the contact has been created successfully in Zoho CRM.

5. Notifying Microsoft Teams Using Pabbly Connect

Finally, to notify your team on Microsoft Teams, select it as another action application. Choose the action event as ‘Send Message in Channel’. Connect your Microsoft Teams account by clicking on ‘Add a New Connection’ and granting the necessary permissions. using Pabbly Connect

Once connected, select the team and channel you want to send notifications to. In the message field, create a message that includes the lead details. Make sure to map the first name, last name, email, and phone number from the previous steps to personalize the message. Click on ‘Save and Send Test Request’ to complete the setup.

Conclusion

In this tutorial, we demonstrated how to integrate LinkedIn leads with Zoho CRM and Microsoft Teams using Pabbly Connect. By following these steps, you can automate lead management, ensuring your team is notified promptly and contacts are created in your CRM efficiently. This integration streamlines your workflow and enhances your business operations.