How to Create Agiled Contact from OptinMonster Lead Using Pabbly Connect

Learn how to create Agiled contacts from OptinMonster leads using Pabbly Connect. Follow this step-by-step guide to automate your lead management process. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create Agiled contacts from OptinMonster leads, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing in to your account. If you are a new user, you can sign up for free and get a trial to explore the features of Pabbly Connect.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find various applications offered by Pabbly. Click on the Pabbly Connect option to begin setting up your integration. This platform allows you to connect different applications seamlessly without any coding knowledge.

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button on your dashboard. You will be prompted to name your workflow. For this integration, name it ‘How to Create Agiled Contact from OptinMonster Lead’ and choose the folder where you want to save it.

• Click on the ‘Create’ button to open the workflow window.
• Select ‘OptinMonster’ as your trigger application.
• Choose the trigger event as ‘New Lead’.

After selecting the trigger, Pabbly Connect will provide you with a Webhook URL. Copy this URL as it will be used to connect your OptinMonster account with this workflow.

3. Connecting OptinMonster to Pabbly Connect

Now, log in to your OptinMonster account and open the form you want to integrate. Navigate to the ‘Integrations’ section and click on ‘Add New Integration’. Here, select the Webhook option and paste the Webhook URL you copied from Pabbly Connect.

• Name your Webhook as ‘Agile Contact’.
• Click on ‘Connect to Webhook’ to finalize the connection.

Once connected, return to your Pabbly Connect workflow. You will see a confirmation that the connection was successful. To test, click on ‘Recapture Webhook Response’ and perform a test submission on your OptinMonster form. This will send lead details to Pabbly Connect.

4. Creating Agiled Contact in Pabbly Connect

After successfully receiving the Webhook response, it’s time to create a contact in Agiled. In your Pabbly Connect workflow, select ‘Agiled’ as the action application. Choose the action event as ‘Create Contact’ and click on ‘Connect’.

You will need to add a new connection by entering your Agiled API key. To find your API key, log in to your Agiled account, navigate to ‘Settings’, and then to ‘API Settings’. Copy the API key and paste it into Pabbly Connect.

Map the lead details like first name, last name, email, and phone number from the OptinMonster response. Select the role for the new contact, typically as ‘Lead’.

After mapping the details, click on ‘Save and Send Test Request’. You should receive a positive response indicating that a new contact has been created in Agiled. You can verify this by checking your Agiled contacts list.

5. Finalizing and Testing the Integration

To finalize the integration, perform a real-time test by submitting another lead through your OptinMonster form. After submission, check your Pabbly Connect workflow to ensure it captures the new lead details correctly.

Return to Agiled and refresh the contacts page to confirm that the new contact appears with the correct details. This process ensures that every new lead from OptinMonster is automatically added to Agiled via Pabbly Connect.

By following this detailed tutorial, you have successfully integrated OptinMonster with Agiled using Pabbly Connect. This automation streamlines your lead management process and enhances productivity.

Conclusion

This tutorial demonstrates how to create Agiled contacts from OptinMonster leads using Pabbly Connect. Automating this process improves efficiency and ensures no leads are missed. Start using Pabbly Connect today for seamless integrations.