Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To start integrating LinkedIn leads with Sales Flare, access Pabbly Connect by visiting the Pabbly website. This platform enables seamless automation between different applications.
Once on the Pabbly website, click on the top right corner to either sign in or sign up for free. New users can enjoy 100 free tasks monthly, allowing them to explore the platform’s capabilities.
2. Creating a Workflow in Pabbly Connect
After logging into Pabbly Connect, navigate to the dashboard to create a new workflow. Click on “Create from Scratch” and name your workflow, such as “Automatically Add LinkedIn Lead Ads to Sales CRM.” Select a folder for the workflow.
In this step, you will define the trigger application. The trigger is the event that starts your automation. For this integration, select LinkedIn as your trigger application. The event will be set as “Lead Notification.” Then, click on “Connect” to establish the connection.
- Select “LinkedIn” as the trigger application.
- Choose “Lead Notification” as the trigger event.
- Click on “Connect” to link your LinkedIn account.
Once connected, you will need to select your sponsored LinkedIn account to proceed. This setup ensures that any new leads captured from LinkedIn will trigger the automation.
3. Testing the LinkedIn Trigger
After setting up the trigger, it’s essential to test it to ensure it’s working correctly. In Pabbly Connect, you will wait for a webhook response after clicking “Save and Send Test Request.” This step verifies that the connection between LinkedIn and Pabbly Connect is functioning as intended.
To simulate a lead submission, fill out the lead generation form on LinkedIn with the required details. Once submitted, check the workflow in Pabbly Connect to see if the lead information has been captured successfully.
- Fill out the LinkedIn lead generation form.
- Submit the form to generate a new lead.
- Check the workflow in Pabbly Connect for the captured response.
Once you see the lead details in your workflow, it confirms that the trigger setup is successful and ready for further action.
4. Setting Up the Action to Create Contacts
Now that the trigger is working, the next step is to set up the action in Pabbly Connect. For this integration, the action application will be Sales Flare. Select “Create Contact” as the action event.
To connect Sales Flare, you will need to enter your API key. Navigate to the settings in Sales Flare to find your API keys. Copy the key and paste it into the Pabbly Connect interface.
- Select “Sales Flare” as the action application.
- Choose “Create Contact” as the action event.
- Paste your Sales Flare API key into the required field.
After entering the API key, you will map the fields from LinkedIn to Sales Flare. This mapping ensures that the data from the lead form is correctly transferred to create a new contact in Sales Flare.
5. Finalizing the Integration Workflow
In the final step, you will complete the mapping of the lead details to Sales Flare. This includes entering the email address, first name, last name, and phone number. Mapping these fields ensures dynamic updates with each new lead.
Once all fields are mapped correctly, click on “Save and Send Test Request”. This action will send the lead information to Sales Flare, confirming that the integration is functioning properly.
- Map the email, first name, last name, and phone number fields.
- Click “Save and Send Test Request” to finalize the integration.
- Verify if the contact is created in Sales Flare.
After confirming the contact creation in Sales Flare, your integration is complete. Now, every new lead from LinkedIn will be automatically added to your Sales Flare CRM via Pabbly Connect.
Conclusion
This tutorial demonstrated how to integrate LinkedIn leads directly into your Sales Flare CRM using Pabbly Connect. By following these steps, you can automate your lead management process efficiently.
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