Integrate Apollo with Flexi Funnels Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Apollo with Flexi Funnels using Pabbly Connect. Follow this detailed tutorial for seamless automation and enhanced customer management. 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

To initiate the integration process, you need to access Pabbly Connect. This platform allows you to automate tasks between different applications, streamlining your workflow significantly.

Start by visiting the Pabbly Connect homepage. If you are a new user, click on ‘Sign Up Free’ to create an account. Existing users can simply click on ‘Sign In’ to access their dashboard. Once logged in, you will see the dashboard where you can create workflows to connect your applications.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, the next step is to create a new workflow. This workflow will connect your Flexi Funnels account with Apollo to automate customer contact creation.

To create a workflow, click on the ‘Create Workflow’ button located at the top right corner of your dashboard. In the dialog box that appears, name your workflow, for example, ‘Create Apollo Contact on Flexi Funnels Purchase’. You can also choose a folder to categorize your workflow.

• Click ‘Create’ to finalize the workflow setup.
• Understand that your automation will consist of a trigger and an action.

Now that your workflow is created, you will set up a trigger event. This event will be the action that starts the automation process whenever a new purchase is made in Flexi Funnels.

3. Setting Up Trigger in Pabbly Connect

To set up the trigger in Pabbly Connect, select Flexi Funnels as your trigger application. The specific event you want to track is ‘New Purchase’. This means that every time a new purchase occurs, the workflow will be activated.

Once you select the trigger event, Pabbly Connect will generate a webhook URL. This URL needs to be copied and added to your Flexi Funnels account to establish a connection.

• Navigate to your Flexi Funnels account and edit the product settings.
• Under the ‘Set Rules’ section, add a new webhook and paste the copied URL.

After saving the webhook, you will need to perform a test purchase in Flexi Funnels to ensure that Pabbly Connect receives the webhook response correctly. This step is crucial for confirming that your setup is functioning as intended.

4. Adding Apollo as Action in Pabbly Connect

In the next step, you will set Apollo as the action application in your Pabbly Connect workflow. This means that every time a new purchase is made, a new contact will be created in Apollo.

Select Apollo.io as your action application and choose the action event ‘Create a Contact’. To connect Apollo with Pabbly Connect, you will need to provide an API key. This key can be generated in your Apollo account under the API settings.

Click ‘Add New Connection’ and paste the API key. Map the required fields such as first name, last name, and email from the Flexi Funnels response.

Once the mapping is complete, save your action step. This allows Pabbly Connect to dynamically insert customer details into Apollo whenever a purchase is made.

5. Testing the Integration

With everything set up, it’s time to test the integration using Pabbly Connect. Perform another test purchase in your Flexi Funnels account to verify that the automation works as expected.

After completing the test purchase, check your Apollo account to see if the new contact was created successfully. If the contact appears with the correct details, your integration is working perfectly.

Ensure all customer details are accurately reflected in Apollo. Repeat the process as needed to confirm reliability.

Once confirmed, you can now rely on Pabbly Connect for seamless integration between Flexi Funnels and Apollo, enhancing your customer management and communication efforts.

Conclusion

In this tutorial, we explored how to integrate Apollo with Flexi Funnels using Pabbly Connect. By automating the process of creating new contacts, you can enhance your customer engagement and streamline your sales process effectively.