How to Create LeadSquared Lead on Typeform Submission Using Pabbly Connect

Learn how to automate lead creation in LeadSquared from Typeform submissions using Pabbly Connect. Step-by-step tutorial with detailed instructions. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, access Pabbly Connect by typing its URL in your browser. This platform allows you to automate tasks without coding. Once on the homepage, you can either sign in or create a new account.

If you are a new user, click on the ‘Sign Up for Free’ button. This will allow you to create an account quickly and you will receive 100 free tasks every month. If you are an existing user, simply sign in to access the dashboard of Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the ‘Create Workflow’ option to begin setting up your automation. You will be prompted to name your workflow. For this integration, name it ‘Create LeadSquared Lead on Typeform Submission’.

• Select a folder for your workflow, such as ‘Automations for Lead Management’.
• Click on ‘Create’ to proceed to the next step.

This will open a new screen with two sections: ‘Trigger’ and ‘Action’. Here, you will set up the trigger event from Typeform that will initiate the workflow.

3. Setting Up Trigger and Action in Pabbly Connect

In the trigger section, select Typeform as your trigger application. Then choose the trigger event as ‘New Entry’. This ensures that the workflow starts whenever a new form submission is received.

Click on the ‘Connect’ button to establish a connection between Typeform and Pabbly Connect. You will have the option to add a new connection or select an existing one. If you are creating a new connection, click on ‘Add New Connection’ and log into your Typeform account.

• Authorize Pabbly Connect to access your Typeform account.
• Select the specific form you want to use for this integration.

After selecting the form, click on ‘Save and Send Test Request’ to check if the connection is successful. This will require you to submit a test entry in Typeform to capture the response.

4. Adding Leads to LeadSquared from Pabbly Connect

Once you have set up the trigger, the next step is to add leads to LeadSquared. In the action section, select LeadSquared as your action application and choose the action event ‘Create or Update Lead’.

Click on ‘Connect’ to establish a connection between LeadSquared and Pabbly Connect. You will need to provide your API host, access key, and secret key from your LeadSquared account to complete this connection.

Navigate to the API section in your LeadSquared account settings to retrieve these keys. Enter the keys in the respective fields in Pabbly Connect.

After entering the details, click on ‘Save and Send Test Request’ to ensure that the lead is successfully added to LeadSquared. You should receive a confirmation message indicating success.

5. Testing the Integration and Conclusion

To confirm that everything is working correctly, submit another test entry through your Typeform. Check your LeadSquared account to see if the new lead appears as expected. This will validate that the integration is functioning properly.

By using Pabbly Connect, you have successfully automated the process of adding leads from Typeform submissions directly into LeadSquared. This integration saves time and improves lead management efficiency.

Now you can repeat this process for any new leads, ensuring that all submissions are captured in LeadSquared automatically. This integration can significantly enhance your lead tracking and follow-up process.

Conclusion

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

In this tutorial, we explored how to create a LeadSquared lead on Typeform submission using Pabbly Connect. This automation allows for seamless lead management, ensuring that every inquiry is promptly addressed.