Integrating Swipe Pages with Pipeline CRM Using Pabbly Connect

Learn how to integrate Swipe Pages with Pipeline CRM using Pabbly Connect for seamless lead management. Follow our step-by-step tutorial now! 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 Swipe Pages with Pipeline CRM, first access Pabbly Connect. Navigate to the Pabbly Connect website and sign in with your existing account or create a new one if you’re a new user.

Once logged in, you will see various Pabbly applications. Click on Pabbly Connect to access the dashboard. Here, you can create a workflow that will automate the integration between Swipe Pages and Pipeline CRM.

2. Creating a Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is straightforward. Click on the ‘Create Workflow’ button on your dashboard. You will be prompted to name your workflow; for this integration, you can name it ‘Swipe Pages to Pipeline CRM Integration’.

• Select a folder to save your workflow.
• Click on ‘Create’ to open the workflow window.

In the workflow window, you will set a trigger and an action. The trigger will be a new form submission in Swipe Pages, and the action will be creating a new person in Pipeline CRM. This setup allows you to automate the process seamlessly.

3. Setting Up the Trigger in Swipe Pages

To set up the trigger in Pabbly Connect, select Swipe Pages as your trigger application. Choose the trigger event as ‘New Form Submission’. This means that every time a new lead fills out the form on your Swipe Pages landing page, it will trigger the workflow.

After selecting the trigger event, Pabbly Connect will provide a webhook URL. Copy this URL as you will need to paste it into your Swipe Pages account. This step is crucial for linking Swipe Pages to Pabbly Connect.

4. Configuring Swipe Pages to Connect with Pabbly Connect

Log in to your Swipe Pages account and navigate to the form you want to connect. Click on the three dots next to the form and select ‘Edit’. Go to the ‘Integrations’ tab and choose to create a new workflow.

• Paste the webhook URL you copied from Pabbly Connect.
• Select the trigger event as ‘Form Submitted’.

After configuring these settings, save the changes. This will ensure that every new submission in Swipe Pages sends the data to Pabbly Connect, which will then process it and create a new person in Pipeline CRM.

5. Finalizing the Integration with Pipeline CRM

Now that your trigger is set up, it’s time to configure the action in Pabbly Connect. Select Pipeline CRM as the action application and choose the action event as ‘Create Person’. This action will create a new contact in your CRM based on the data collected from the Swipe Pages form.

When prompted, connect your Pipeline CRM account by entering your API key and app key. After successfully connecting, map the fields from the Swipe Pages submission to the corresponding fields in Pipeline CRM. This ensures that data flows correctly between the two platforms.

Once all fields are mapped, save your workflow and test it by submitting a form in Swipe Pages. If everything is set up correctly, a new person will be created in your Pipeline CRM with the submitted details, demonstrating the power of Pabbly Connect in automating your lead management process.

Conclusion

Integrating Swipe Pages with Pipeline CRM using Pabbly Connect streamlines your lead management process. By automating data transfer, you can focus more on nurturing leads and growing your business efficiently.