Integrate India M Leads with Active Campaign Using Pabbly Connect

Learn how to seamlessly integrate India M leads with Active Campaign using Pabbly Connect to automate your B2B marketing efforts. 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 begin the integration process, access Pabbly Connect by searching for ‘Pabbly.com/c/connect’ in your browser. This will take you to the Pabbly Connect landing page where you have options to sign in or sign up.

If you’re a new user, click on ‘Sign Up for Free’ to get started with 100 free tasks each month. Existing users can simply click on ‘Sign In’ to access their accounts. After signing in, you will see various Pabbly applications; click on ‘Access Now’ under Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

Once you are in the Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder for it. For this tutorial, name it ‘Create Active Campaign Contacts from India M Leads’.

• Click on ‘Create’ to open the workflow window.
• In this window, you will set up a trigger and an action.
• The trigger will initiate the workflow when a new lead is received from India M.

In the workflow window, select your trigger application as ‘India M’. Next, choose the trigger event as ‘New Lead’. Once selected, Pabbly Connect will provide you with a webhook URL, which acts as a bridge between India M and Pabbly Connect.

3. Connecting India M to Pabbly Connect

After obtaining the webhook URL, log into your India M account. Navigate to the Lead Manager section on the left sidebar. Here, select ‘Import/Export Lead’ and then click on ‘Push API’. using Pabbly Connect

• In the ‘Push API’ section, select ‘Other’ as the source.
• Enter ‘Pabbly Connect’ as the CRM platform name.
• Paste the copied webhook URL into the designated field.

After filling in these details, click on ‘Save Details’. A prompt will ask you to select an option for managing leads. Choose an appropriate option and click on ‘Click to Generate OTP’. Enter the OTP received to complete the connection.

4. Setting Up Action in Pabbly Connect

With the connection established, the next step is to set up the action in Pabbly Connect. Select ‘Active Campaign’ as your action application and choose ‘Create or Update Contact’ as the action event.

You will need to connect your Active Campaign account. If you haven’t connected it before, click on ‘Add New Connection’. You will be prompted to enter your API key and URL. Log into your Active Campaign account, navigate to ‘Settings’, and then to ‘Developers’ to find the necessary information.

Copy the API key and URL, ensuring to remove ‘https://’ from the URL before pasting it into Pabbly Connect. After entering these details, click ‘Save’.

Now map the fields from the previous step, such as email, first name, and phone number, to ensure that new leads are captured correctly in Active Campaign.

5. Testing the Integration

After setting up the action, it’s crucial to test the integration. You can do this by triggering a test lead submission from your India M account. This will send a test lead to Pabbly Connect, which will then be sent to Active Campaign.

Return to your Pabbly Connect workflow and check if the test response has been captured. If successful, you will see the test lead details displayed. Finally, log into your Active Campaign account to verify that the new contact has been created with the details from the test submission.

You should see the newly created contact with the email, name, and phone number from the test lead. This confirms that your integration is working perfectly.

With this setup, you can now automatically create contacts in Active Campaign from new leads received in India M, streamlining your follow-up process and enhancing your marketing efforts.

Conclusion

Integrating India M leads with Active Campaign using Pabbly Connect automates your lead management efficiently. This process not only saves time but also ensures that your sales team can follow up promptly, turning leads into customers effectively.