Integrate Tag Mango Leads with HubSpot CRM Using Pabbly Connect

Learn how to seamlessly integrate Tag Mango leads into HubSpot CRM using Pabbly Connect for automated lead management. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Tag Mango leads with HubSpot CRM, you’ll first need to access Pabbly Connect. This platform allows you to automate workflows easily. Sign up for a free account using the link provided in the description.

Once you have your account set up, log in to your Pabbly Connect dashboard. Here, you can create a new workflow to automate adding leads from Tag Mango to HubSpot CRM. Click on the ‘Create Workflow’ button to begin.

2. Creating a Workflow in Pabbly Connect

Now that you’re in your Pabbly Connect dashboard, it’s time to create a workflow. Name your workflow, for example, ‘Tag Mango to HubSpot’. Choose the appropriate folder for your automation.

• Click on the ‘Create’ button to open the workflow.
• You will see two windows: the trigger window and the action window.
• Triggers specify when to start the automation, while actions define what happens next.

In the trigger window, you will connect your Tag Mango account to Pabbly Connect. This connection will allow the automation to receive new lead details whenever they are generated on your Tag Mango landing page.

3. Setting Up the Trigger for Tag Mango

To set up the trigger, search for Tag Mango in the trigger app options. Select it and choose the trigger event as ‘New Lead Capture’. Click ‘Connect’ to establish the connection.

You will need to enter your Tag Mango API key, which you can find in your Tag Mango account under ‘Integrations’. After entering the API key, click on ‘Save’ to connect Tag Mango with Pabbly Connect.

• Select the landing page from which you want to capture leads.
• Click on ‘Save and Send Test Request’ to ensure the connection is working.

Once the connection is established, Pabbly Connect will wait for a new lead response from Tag Mango, completing the first step of your automation setup.

4. Adding Leads to HubSpot CRM

Now that you have set up the trigger, it’s time to add leads to HubSpot CRM. In the action step of your workflow, search for HubSpot CRM and select it. Choose the action event as ‘Create Contact’ and click on ‘Connect’.

Next, you will connect your HubSpot account to Pabbly Connect. Once connected, you will need to map the details of the lead captured from Tag Mango to the fields required in HubSpot CRM.

Map fields like name, email, and company from the Tag Mango response. You can ignore non-mandatory fields if they are not received from Tag Mango.

After mapping the fields, click on ‘Save and Send Test Request’ to verify that the lead is added to HubSpot CRM successfully. This step ensures that every new lead from Tag Mango is automatically added to your HubSpot CRM as a contact.

5. Testing the Integration

With the workflow set up, it’s essential to test the integration. To do this, go back to your Tag Mango page, fill out the lead capture form, and submit it. This action should trigger the automation in Pabbly Connect.

Check your HubSpot CRM to confirm that the new lead appears as a contact. This test will validate that the integration between Tag Mango and HubSpot CRM is working flawlessly through Pabbly Connect.

Repeat the process for multiple leads to ensure consistency. Ensure all mapped fields are correctly populated in HubSpot.

Upon successful verification, you can confidently use this automation to streamline your lead management process.

Conclusion

In this tutorial, we explored how to integrate Tag Mango leads into HubSpot CRM using Pabbly Connect. By automating this process, you can efficiently manage your leads and enhance your workflow. This integration allows for seamless lead capture and contact creation, ensuring you never miss an opportunity to engage with potential clients.