Automatically Add Leads and Customers to PerfexCRM using Pabbly Connect

Learn how to automatically add leads and customers to PerfexCRM using Pabbly Connect with this detailed tutorial, including integration steps with Gmail, Facebook, and YouTube.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To start integrating leads and customers into PerfexCRM, first, you need to set up Pabbly Connect. Access Pabbly Connect from your dashboard and click on the ‘Create Workflow’ button. This is crucial as it allows you to automate the process of adding new leads from various sources like Gmail, Facebook, or YouTube.

Once you are in the Pabbly Connect interface, select the trigger application. For this integration, you will choose Gmail to capture leads from incoming emails. Ensure you have your Gmail account connected to Pabbly Connect for seamless data transfer.

2. Capturing Leads from Gmail

The next step involves capturing leads from Gmail using Pabbly Connect. Set the trigger event to ‘New Email’. This will allow Pabbly Connect to monitor your Gmail account for any new incoming emails that may contain lead information.

• Select the Gmail account you want to integrate.
• Set up filters if needed to specify which emails to monitor.
• Test the trigger to ensure data is being captured correctly.

After setting up the trigger, you can test the connection to make sure that Pabbly Connect is successfully capturing leads from your Gmail account. This step is essential to ensure that all incoming leads are processed accurately.

3. Sending Captured Data to PerfexCRM

With leads captured from Gmail, the next step is to send this data to PerfexCRM using Pabbly Connect. Choose PerfexCRM as the action application. You will need to select the action event as ‘Create Customer’ to add the captured leads to your CRM.

Fill in the required fields such as Company Name, Lead Name, Email, and Phone Number. Each of these fields should be mapped to the data captured from the Gmail trigger. This ensures that the correct information is sent to PerfexCRM.

• Map the Company Name from the email content.
• Input the Lead Name and Email directly from the captured data.
• Ensure the Phone Number is also correctly filled in.

After mapping the fields, you can test the action to verify that the data is correctly sent to PerfexCRM. This testing phase is crucial to confirm that leads are being added automatically without any issues.

4. Additional Integrations with Facebook and YouTube

In addition to Gmail, Pabbly Connect allows you to integrate leads from Facebook and YouTube. For Facebook, you can set up a trigger for new leads generated through your Facebook page or ads. This is done by selecting Facebook as the trigger application and following similar steps as with Gmail.

For YouTube, you can capture leads from comments or new subscribers. Set the trigger to ‘New Comment’ or ‘New Subscriber’ based on your requirements. Once the triggers are set, map the fields to PerfexCRM in the same manner as described earlier.

5. Finalizing Your Integration with Pabbly Connect

Once you have set up all necessary triggers and actions in Pabbly Connect, it’s time to finalize your integration. Review all mappings and ensure that the data flow is correct. This step is important to avoid any discrepancies in the information sent to PerfexCRM.

After confirming everything is in order, activate your workflow. This will enable automatic lead addition in PerfexCRM whenever a new lead is captured from Gmail, Facebook, or YouTube. With Pabbly Connect, your lead management process becomes seamless and efficient.

Conclusion

In conclusion, using Pabbly Connect to automatically add leads from Gmail, Facebook, and YouTube to PerfexCRM streamlines your workflow. This integration enhances your lead management capabilities, ensuring that no potential customer is missed. By following the steps outlined, you can set up an efficient automated system today.