Automate Your Lead Management with Pabbly Connect: Integrating Indi M Leads to Keep

Learn how to automate your lead management by integrating Indi M leads to Keep using Pabbly Connect. Follow this step-by-step guide for seamless automation. 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. Accessing Pabbly Connect for Integration

To start integrating Indi M leads to Keep, you first need to access Pabbly Connect. This platform enables seamless automation between various applications, including Indi M and Keep.

Begin by visiting the Pabbly Connect website. If you’re a new user, sign up for a free account that offers 100 free tasks each month. Existing users can simply log in to their accounts to access the dashboard.

2. Creating a Workflow in Pabbly Connect

After signing into your Pabbly Connect account, you will see the dashboard. Click on the ‘Create Workflow’ button located at the top right corner. This initiates the process of setting up your automation.

• Enter a name for your workflow, such as ‘Add Indi M Leads to Keep as Contacts’.
• Select a folder for your workflow, like ‘Indi M Automations’.
• Click on the ‘Create’ button to finalize your workflow setup.

Your workflow is now created and consists of two main sections: Trigger and Action. The Trigger is the event that starts the automation, while the Action is what happens as a result of that trigger.

3. Setting Up the Trigger with Indi M

In this step, you will set up the Trigger in Pabbly Connect. Select Indi M as your trigger application and choose the event ‘New Lead’. This ensures that whenever a new lead is generated, it will trigger the automation.

Pabbly Connect provides you with a unique webhook URL. Copy this URL, as you will need it to connect your Indi M account to Pabbly Connect. Open your Indi M account, navigate to the Lead Manager, and go to the Import/Export Leads section.

• Select the ‘Push API’ option.
• Enter ‘Pabbly Connect’ as the CRM platform name.
• Paste the copied webhook URL and click ‘Save’.

After saving, you will be prompted to generate an OTP to activate the webhook. Enter the OTP to finalize the connection between Indi M and Pabbly Connect.

4. Setting Up the Action to Create Contacts in Keep

Now, it’s time to set up the Action in your workflow. For the Action application, select Keep and choose the event ‘Create/Update Contact’. This action will automatically add new leads as contacts in your Keep account.

Click the ‘Connect’ button to authorize the connection between Pabbly Connect and Keep. A new window will appear asking for permission. Click ‘Allow’ to grant access.

Map the email of the lead from the previous step to the email field in Keep. Fill in the first name and mobile number fields with the corresponding data from the lead. Select ‘Indi M Leads’ as the lead source for better tracking.

Once all required fields are filled, click on ‘Save and Send Test Request’ to check if the contact is created successfully in Keep.

5. Verifying the Integration Between Indi M and Keep

After setting up the Action step, it’s crucial to verify that the integration works as intended. Refresh your Keep account to check if the new contact has been created based on the lead generated from Indi M.

If everything is set up correctly, you will see the new contact listed in your Keep account. The contact details will include the lead’s name, email, and mobile number, indicating that Pabbly Connect has successfully automated the lead management process.

This integration not only saves time but also ensures that your sales team has immediate access to new leads, allowing for faster follow-ups and increased conversion rates.

Conclusion

In this tutorial, we explored how to automate the integration of Indi M leads into Keep using Pabbly Connect. This process streamlines lead management, enhances response times, and ultimately boosts business growth. By following these steps, you can ensure that your sales team is always ready to engage with potential customers effectively.