Automate Lead Management with Pabbly Connect and Mover Mate

Learn how to automate lead management using Pabbly Connect to integrate Mover Mate with various applications. Step-by-step guide included. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Lead Automation

To automate lead management, first, you need to access Pabbly Connect. This platform allows seamless integration between various applications like Mover Mate and online form builders. Start by creating a new workflow in Pabbly Connect to capture leads from webhook responses.

After logging into your Pabbly Connect account, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Webhook to Mover Mate.’ This name should reflect the purpose of your automation, making it easier to identify later.

2. Configuring the Trigger in Pabbly Connect

In this step, you will set up the trigger that initiates the workflow. Select the ‘Webhook’ option as your trigger app in Pabbly Connect. This allows you to receive data from an external application whenever a new lead is created.

Next, choose the trigger event as ‘Catch Webhook’. Pabbly Connect will generate a unique webhook URL. Copy this URL and paste it into the application from which you want to capture lead data, such as Pform Builder. After saving this configuration, Pabbly Connect will be ready to capture any incoming webhook responses.

• Select ‘Webhook’ in Pabbly Connect.
• Choose ‘Catch Webhook’ as the trigger event.
• Copy the generated webhook URL.
• Paste the URL into your form builder application.

Once the webhook is set up, Pabbly Connect will display a message indicating it is waiting for a webhook response. This means it is ready to capture lead data from your form submissions.

3. Capturing Webhook Responses from Form Submissions

Now that you have configured the webhook, it’s time to test it by submitting a form. Enter dummy lead details in the online form you integrated with Pabbly Connect. After submission, the data should automatically flow into your Pabbly Connect workflow. using Pabbly Connect

For example, input a name, email address, and other relevant details. After submitting the form, you will see the captured response in your Pabbly Connect workflow. This confirms that the webhook setup is functioning correctly, and the lead data is being received as expected.

• Enter lead details in the form.
• Submit the form to generate a webhook response.
• Check Pabbly Connect for captured data.

With the lead details successfully captured, you can now proceed to add this information to Mover Mate using Pabbly Connect.

4. Adding Leads to Mover Mate through Pabbly Connect

The next step involves sending the captured lead information to Mover Mate. In Pabbly Connect, navigate to the action step and select Mover Mate as the application. Choose the action event ‘Create Mover Lead’ to initiate the process of adding the lead. using Pabbly Connect

Once you select Mover Mate, you will need to connect your Mover Mate account to Pabbly Connect. To do this, enter your API token from Mover Mate into the connection setup. This token can be found in the settings of your Mover Mate account under the integration section.

Select Mover Mate in the action step. Choose ‘Create Mover Lead’ as the action event. Connect your Mover Mate account using the API token.

After establishing the connection, map the fields from the webhook response to the corresponding fields in Mover Mate. This mapping ensures that the correct data is sent to Mover Mate for each lead.

5. Testing the Automation Workflow

With everything set up, it’s time to test your automation workflow. Submit another lead through the form you integrated with Pabbly Connect. After submission, check your Mover Mate account to verify that the lead has been added successfully. using Pabbly Connect

If the automation is working correctly, you will see the new lead appear in your Mover Mate account with all the details you submitted. This confirms that Pabbly Connect is effectively automating the lead management process.

To ensure consistent performance, repeat the test by submitting different lead details. Each submission should create a corresponding lead in Mover Mate, demonstrating the reliability of your automation setup.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, using Pabbly Connect to automate lead management streamlines your workflow and enhances efficiency. By integrating various applications like Mover Mate and form builders, you can capture and manage leads effortlessly. This setup not only saves time but also ensures that no leads are missed in your CRM system.