How to Add OptinMonster Leads to Agile CRM Using Pabbly Connect

Learn how to integrate OptinMonster with Agile CRM using Pabbly Connect to automate lead management. Step-by-step tutorial 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. Accessing Pabbly Connect for Integration

To add OptinMonster leads to Agile CRM, we will use Pabbly Connect. First, visit the Pabbly Connect website and sign in to your account. New users can sign up for free, receiving 100 tasks each month.

Once logged in, you will see the Pabbly apps dashboard. Click on ‘Access Now’ under Pabbly Connect. This will take you to the dashboard where you can create your automation workflow.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is essential for automation. Click on the ‘Create Workflow’ button located at the top right corner. A dialog box will prompt you to enter a name for your workflow.

For this integration, name your workflow ‘OptinMonster Leads to Agile CRM as Contact’ and select the appropriate folder for saving. Click on ‘Create’ to proceed. Your workflow will now be set up, displaying two sections: Trigger and Action.

• Name your workflow appropriately.
• Select a folder for organization.

This setup forms the foundation for the automation process between OptinMonster and Agile CRM using Pabbly Connect.

3. Setting Up the Trigger with OptinMonster

Now, we will set the trigger in Pabbly Connect. Click on the arrow in the Trigger section and select ‘OptinMonster’ as the trigger application. Choose ‘New Lead’ as the trigger event.

To connect OptinMonster to Pabbly Connect, copy the Webhook URL provided. Next, log into your OptinMonster account, edit your campaign, and navigate to the Integrations section. Create a new Webhook integration, naming it ‘Agile CRM Contact’ and pasting the copied URL.

• Select ‘Webhook’ as the integration type.
• Paste the copied URL into the Webhook URL field.

After setting up the Webhook, return to Pabbly Connect and click ‘Recapture Webhook Response’ to ensure it captures the new lead data successfully.

4. Setting Up the Action in Agile CRM

Next, we will set up the action in Pabbly Connect. In the Action section, select ‘Agile CRM’ as the application and choose ‘Create Contact’ as the action event. Click ‘Connect’ to establish a connection between Agile CRM and Pabbly Connect.

In the new window, enter your Agile CRM login email, API key, and domain. You can find the API key in your Agile CRM account under Admin Settings, then Developer and API. Copy the key and paste it into Pabbly Connect.

Enter your Agile CRM login email. Paste the API key from Agile CRM. Provide your Agile CRM domain.

Once connected, map the fields from the previous step to create the contact in Agile CRM. This includes first name, last name, email, and phone number. Click ‘Save and Send Test Request’ to complete the setup.

5. Testing the Integration

To ensure everything is working, generate a test lead in OptinMonster. Fill in the lead details and click ‘Subscribe’. This action should trigger the automation set up in Pabbly Connect.

After generating the lead, check your Agile CRM account. Refresh the contacts page, and you should see the new contact created with the details from OptinMonster. This confirms the successful integration between OptinMonster and Agile CRM using Pabbly Connect.

Ensure the lead details match in Agile CRM. Test multiple leads to verify consistency.

This final step validates that your automation is correctly capturing leads from OptinMonster and adding them to Agile CRM through Pabbly Connect.

Conclusion

This tutorial detailed how to integrate OptinMonster leads into Agile CRM using Pabbly Connect. By automating this process, you can efficiently manage your leads and enhance your CRM capabilities. Start optimizing your lead management today!