Automate Lead Management with Pabbly Connect: A Step-by-Step Guide

Learn how to automate lead management using Pabbly Connect with Elementor and LeadSquared. This step-by-step guide details the integration process. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin with the integration, access Pabbly Connect by visiting its official website. If you are a new user, you can sign up for free and get 100 tasks each month. For existing users, simply log in to your account to access the dashboard.

Once logged in, locate the ‘Access Now’ button to enter the Pabbly Connect dashboard. This is where you will create a workflow to automate your lead management process. Click on the ‘Create Workflow’ button to start setting up your automation.

2. Creating a New Workflow in Pabbly Connect

In this section, you will create a workflow to capture leads from Elementor submissions. After clicking on ‘Create Workflow’, a dialog box will appear prompting you to enter a name for your workflow. I recommend naming it ‘Create LeadSquared Lead on Elementor Form Submission’. using Pabbly Connect

Next, select the appropriate folder to save your workflow. Here’s how to proceed:

• Enter the workflow name.
• Choose a folder from the dropdown menu.
• Click on the ‘Create’ button to finalize.

After creating the workflow, you will see two sections: Trigger and Action. The next step is to set up the trigger for the workflow.

3. Setting Up the Trigger with Elementor

The trigger in this workflow will be based on new form submissions from Elementor. Select Elementor as your trigger application and choose ‘New Form Submission’ as the event. This will allow Pabbly Connect to capture the data whenever a user submits the form.

After selecting the trigger, Pabbly Connect will provide you with a unique webhook URL. You need to copy this URL and integrate it into your Elementor form settings. Here’s how to do that:

• Open your Elementor form.
• Go to the Actions After Submit section.
• Add a new action and select ‘Webhook’.
• Paste the copied webhook URL into the designated field.

Save the changes in your Elementor form to ensure it is connected to Pabbly Connect. Now, your trigger setup is complete.

4. Testing the Integration with a Form Submission

With the trigger set up, it’s time to test if the integration works. Perform a test submission on your Elementor form. Fill in the required fields such as first name, last name, email, and phone number, then click the submit button.

After submitting the form, return to your Pabbly Connect dashboard to check if it captured the response. You should see the details of the test submission, confirming that the integration is functioning correctly. This step is crucial to ensure everything is working as intended.

5. Setting Up the Action to Create a Lead in LeadSquared

Now that your trigger is working, the next step is to set up the action in Pabbly Connect. For the action application, select LeadSquared and choose ‘Create or Update Lead’ as the action event. This will allow you to create a new lead in your LeadSquared CRM whenever a form is submitted.

To establish the connection, you will need to input your LeadSquared API credentials, including the access key and secret key. Here’s how to find these details:

Log in to your LeadSquared account. Navigate to the settings and find the API section. Copy the API host, access key, and secret key.

After entering these details in Pabbly Connect, map the fields from the Elementor submission to the corresponding LeadSquared fields. This ensures that the lead data is accurately captured in your CRM.

Conclusion

In this tutorial, we explored how to automate lead management using Pabbly Connect with Elementor and LeadSquared. By following these steps, you can streamline your lead capture process and improve efficiency. Automating these tasks allows for quick responses to potential clients, ensuring no opportunities are missed.