How to Integrate Trade India with V Tiger Using Pabbly Connect

Learn how to automate adding new leads from Trade India to V Tiger using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Trade India with V Tiger using Pabbly Connect, first, access the Pabbly Connect platform. Open your web browser and navigate to Pabbly.com/c/connect. This will take you to the Pabbly Connect landing page.

If you are new to Pabbly, click on the ‘Sign Up Free’ option to create your account. Existing users can simply sign in. Once logged in, you will reach the dashboard where you can initiate your automation workflow.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Trade India to V Tiger’. Select the appropriate folder for your workflow and click on ‘Create’. This action opens the workflow interface, displaying both the trigger and action windows. using Pabbly Connect

• Click on the trigger window and select Trade India as your application.
• From the trigger event dropdown, choose ‘Capture Leads’.
• Connect your Trade India account by entering the User ID, Profile ID, and Key.

Once these details are entered, click ‘Save’ to establish the connection. After connecting, use the ‘Save and Send Test Request’ button to fetch the details of the most recent lead from Trade India.

3. Adding Leads to V Tiger CRM

In the action window of your Pabbly Connect workflow, search for V Tiger CRM and select it as the application. Then, choose ‘Create Contact’ as the action event. Click ‘Connect’ and enter your V Tiger account details, including Username, Access Key, and Domain. using Pabbly Connect

• Get your Username and Access Key from your V Tiger account settings.
• Copy the domain from the URL of your V Tiger dashboard, ensuring no extra slashes are included.
• Click ‘Save’ after entering the required details.

After successful connection, you can map the lead details from Trade India to V Tiger. This includes selecting the contact type, first name, last name, and other relevant fields.

4. Mapping Lead Details from Trade India

In this step, you will map the lead details received from Trade India to the corresponding fields in V Tiger. Start by selecting the contact type as ‘Lead’. Then, use the mapped responses for the first name and last name from the Trade India trigger step. using Pabbly Connect

For fields like mobile number, city, and state, map the respective responses from the Trade India lead. If you don’t have certain details like email or title, you can leave those fields blank. This mapping ensures that all relevant lead information is accurately captured in V Tiger.

Ensure to map the sender’s mobile number and city correctly. Leave unnecessary fields blank if no data is available. Click ‘Save and Send Test Request’ to verify the integration.

After completing the mapping, clicking ‘Save and Send Test Request’ will add the lead to your V Tiger CRM. You can check your V Tiger account to see if the lead has been successfully added.

5. Finalizing Your Automation with Pabbly Connect

Once you have verified that the lead is added to V Tiger, your automation setup is complete. This integration allows you to automatically add new leads from Trade India to V Tiger CRM without manual input, streamlining your lead management process. using Pabbly Connect

Remember, Pabbly Connect checks for new leads in Trade India every 8 hours by default. However, you can reduce this polling time to as little as 10 minutes by contacting Pabbly Connect support. This flexibility ensures your leads are captured promptly.

With this automation, you can efficiently manage your leads and improve your sales process. You can also explore other integrations available through Pabbly Connect to enhance your business operations.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate lead capturing from Trade India to V Tiger. By following these steps, you can improve your lead management efficiency and ensure timely follow-ups.