Integrating Simply CRM with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Simply CRM with Pabbly Connect for seamless automation. Follow this detailed tutorial to set up email parsing with Gmail and HubSpot.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Email Parsing

To integrate Simply CRM with Pabbly Connect, we first need to set up Pabbly Connect for email parsing. This process involves capturing emails from your Gmail account and sending them to Pabbly Connect. By using the email parser feature, you can set up a webhook that acts as a bridge between Gmail and Pabbly Connect. using Pabbly Connect

Start by accessing your Pabbly Connect dashboard. Here, you will create a new workflow. Select the email parser as your trigger application, which allows Pabbly Connect to capture incoming emails. This setup is essential for automating the transfer of leads from Gmail to your CRM.

2. Configuring Gmail Settings to Forward Emails

Next, we need to configure your Gmail settings to forward emails to Pabbly Connect. This step is crucial for ensuring that the emails you receive are sent to Pabbly Connect automatically. In your Gmail settings, navigate to the ‘Forwarding and POP/IMAP’ tab. using Pabbly Connect

• Click on ‘Add a forwarding address’ and paste the email hook provided by Pabbly Connect.
• Confirm the forwarding address by clicking the confirmation link sent to the email hook.
• Once confirmed, return to your Gmail settings and enable forwarding.

After completing these steps, any new email sent to your Gmail account will be forwarded to Pabbly Connect through the webhook. This connectivity allows Pabbly Connect to process the email data and facilitate the integration with Simply CRM.

3. Testing Email Forwarding with Pabbly Connect

After setting up the email forwarding, it’s time to test if the integration works correctly. Send a test email to your Gmail account with specific content that you would expect from incoming leads. For instance, use a subject line like ‘New Lead Alert’ to simulate a lead notification. using Pabbly Connect

Once you’ve sent the test email, go back to Pabbly Connect and check for incoming data. You should see the email captured in Pabbly Connect, confirming that the forwarding setup is functioning correctly. This verification step is essential to ensure that the integration is active and ready to process real leads.

• Monitor the response in Pabbly Connect to confirm that the email content is accurately captured.
• If the email appears, the connection between Gmail and Pabbly Connect is successful.

This successful test means that you can now automate the addition of leads to Simply CRM using Pabbly Connect.

4. Adding Leads to Simply CRM via Pabbly Connect

With the email parsing successfully set up, the next step is to configure Pabbly Connect to add leads to Simply CRM automatically. In your Pabbly Connect workflow, select Simply CRM as the action application. This selection allows Pabbly Connect to send the captured email data to your CRM. using Pabbly Connect

Map the fields from the email content to the appropriate fields in Simply CRM. For example, if your email contains the lead’s name, email, and phone number, ensure these fields are correctly aligned in Pabbly Connect to match the corresponding fields in Simply CRM.

Once the mapping is complete, test the integration by sending another lead email. Verify that the lead data appears in Simply CRM as expected. This step confirms that Pabbly Connect is effectively transferring data from your email to your CRM, streamlining your lead management process.

5. Setting Filters for Workflow Optimization

To optimize your workflow, you can set filters in Pabbly Connect to ensure that only relevant emails trigger actions. This step is important to avoid cluttering your CRM with unnecessary emails. In your Pabbly Connect workflow, add a filter step after the email parser. using Pabbly Connect

Define the conditions for the filter based on the email subject or other criteria. For instance, you can set the filter to only proceed if the email subject contains ‘New Lead Alert’. This targeted approach ensures that only pertinent emails are processed and leads are added to Simply CRM.

Select the filter type and condition based on your email content. Test the filter by sending different emails to see if it correctly identifies relevant leads.

By implementing filters, you enhance the efficiency of your lead management process, allowing Pabbly Connect to handle only the most critical data.

Conclusion

Integrating Simply CRM with Pabbly Connect allows for seamless automation of lead management. By following these steps, you can efficiently capture emails from Gmail and automatically add leads to your CRM, optimizing your workflow and improving response times.