Integrating New Leads and CRM with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate New Leads and CRM using Pabbly Connect. Follow this detailed tutorial to automate your lead management effectively. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating New Leads and CRM, access Pabbly Connect by navigating to its official website. Here, you can either sign up for a free account or log in if you are an existing user. This platform allows you to automate workflows between different applications, making your lead management process seamless.

Once logged in, you will be greeted by the dashboard of Pabbly Connect. From here, you can create your first workflow by clicking on the ‘Create Workflow’ button located at the top right corner. This initiates the process of setting up your integration.

2. Creating a Workflow in Pabbly Connect

In the workflow creation dialog, give your workflow a descriptive name, such as ‘Create Go High Level Contact and Opportunity on Typeform Submission.’ Next, select a folder to organize your workflows within Pabbly Connect. You can create multiple folders to categorize different automations as needed.

• Click on the ‘Create’ button to finalize your workflow setup.
• You will see a workspace with options to set up triggers and actions.

After creating your workflow, it’s time to set up the trigger. The trigger will initiate the workflow whenever a new entry is received in Typeform. This ensures that every lead captured is automatically processed into your CRM.

3. Setting Up the Trigger with Typeform

For the trigger step, select Typeform as your application in Pabbly Connect. This online tool is widely used for creating interactive forms. Choose the trigger event as ‘New Entry’ to capture responses whenever someone submits the form.

To connect Typeform with Pabbly Connect, click on ‘Add New Connection’. Ensure you are logged into your Typeform account for a smooth connection process. Once connected, select the specific form you want to use for capturing leads.

• Choose the form named ‘Lead Form’ from your Typeform account.
• Click ‘Save and Send Test Request’ to proceed.

After saving, Pabbly Connect will wait for a response from Typeform. Test the integration by submitting a sample entry in your Typeform to ensure everything is working correctly.

4. Creating Actions in Pabbly Connect

Once the trigger is set, you’ll need to create actions in Pabbly Connect. The first action will be to create a new contact in your Go High Level account. For this, select ‘Lead Connector V2’ as your action application.

Choose the action event as ‘Create a Contact’. This action will automatically create a contact in your CRM whenever a new entry is received from Typeform. Click on ‘Add New Connection’ to link your Lead Connector V2 account to Pabbly Connect.

Map the required fields from the Typeform response to the contact details in your CRM. Click ‘Save and Send Test Request’ to ensure the contact is created successfully.

After confirming the successful creation of the contact, you can then set up a second action to create an opportunity for the same lead, ensuring that your lead management system is fully automated.

5. Finalizing the Integration with Opportunities

The final step in your workflow involves creating an opportunity in your Go High Level account. Again, select ‘Lead Connector V2’ for this action and choose the event ‘Create or Update Opportunity’. using Pabbly Connect

Map the contact ID from the previous step to ensure that the opportunity is linked to the correct contact. You may also need to specify the pipeline ID and other relevant details. Once everything is mapped, click on ‘Save and Send Test Request’ to finalize this action.

Check your Go High Level account to confirm that both the contact and opportunity have been created successfully. Test the entire workflow by submitting another entry in Typeform.

This process ensures that every new lead is efficiently tracked and managed through your CRM, significantly improving your lead management process.

Conclusion

In this tutorial, we explored how to integrate New Leads and CRM using Pabbly Connect. By automating the process, you can efficiently manage leads and increase your chances of closing new clients. This integration streamlines your workflow and saves valuable time.