Integrating LinkedIn Legion Forms with InCharge Using Pabbly Connect

Learn how to integrate LinkedIn Legion Forms with InCharge using Pabbly Connect. This detailed tutorial covers each step for seamless automation. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration Setup

To start integrating LinkedIn Legion Forms with InCharge, you need to access Pabbly Connect. This powerful automation tool allows you to connect various applications without coding skills.

Begin by navigating to the Pabbly Connect website. Sign in to your existing account or create a new one to get started. Once logged in, you will see your dashboard where you can manage workflows.

2. Creating a Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is essential for automating the integration. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Create or Update InCharge Person from LinkedIn Legion Forms’.

• Select the appropriate folder for your workflow.
• Define the trigger and action applications for your workflow.

Once you have named your workflow, you will see options for setting up triggers and actions. This is where you define how the automation will work with LinkedIn Legion Forms and InCharge.

3. Setting Up LinkedIn Legion Forms as Trigger

In this step, you will configure LinkedIn Legion Forms as the trigger application in Pabbly Connect. Choose ‘LinkedIn Legion Forms’ and select the trigger event as ‘New Legion Form Lead’.

Next, connect your LinkedIn account by clicking on the ‘Connect’ button. If you’ve already connected, you can save the existing connection. Otherwise, create a new connection by logging in to your LinkedIn account and authorizing Pabbly Connect.

• Input your LinkedIn account and select the lead form you want to use.
• Ensure your LinkedIn campaign is active for the trigger to work.

After setting up the trigger, you will need to test the connection by filling out the LinkedIn form to ensure data is sent to Pabbly Connect.

4. Setting Up InCharge as Action

Now, configure InCharge as the action application in Pabbly Connect. Select ‘InCharge’ and choose the action event as ‘Add or Update Person’. This will allow you to create or update a person in your InCharge account based on the leads from LinkedIn.

Connect your InCharge account by clicking the ‘Connect’ button. Authorize Pabbly Connect to access your InCharge account by allowing the necessary permissions.

Map the fields from LinkedIn Legion Forms to the corresponding fields in InCharge. Use the mapping feature to ensure dynamic data entry.

After mapping the fields, click on ‘Save and Send Test Request’ to test the integration. If successful, the new lead will be created in your InCharge account.

5. Testing the Integration and Finalizing

With both LinkedIn Legion Forms and InCharge set up in Pabbly Connect, it’s time to test the integration. Submit a lead through your LinkedIn form and monitor the response in Pabbly Connect.

Check your InCharge account to verify that the new person has been created with the correct details. If everything is successful, your automation is complete.

To summarize, you have successfully created an integration between LinkedIn Legion Forms and InCharge using Pabbly Connect, allowing for seamless lead management and updates.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, using Pabbly Connect to integrate LinkedIn Legion Forms with InCharge streamlines your lead management process. By following the steps outlined, you can automate data entry and ensure efficient tracking of your leads.