Integrate Agile CRM with OptinMonster Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Agile CRM with OptinMonster using Pabbly Connect. Follow our detailed tutorial to automate lead management effortlessly. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

In this section, we will discuss how to access Pabbly Connect to set up the integration between Agile CRM and OptinMonster. Start by visiting the Pabbly Connect website and signing into your account. If you are a new user, you can sign up for free and receive 100 tasks monthly.

After logging in, you will see the dashboard. Here, locate the option for Pabbly Connect and click on ‘Access Now’. This will take you to the Pabbly Connect dashboard, where you can create a new workflow for your automation.

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will appear asking for a workflow name. Name your workflow ‘OptinMonster Leads to Agile CRM as Contact’ and select the appropriate folder to save it in.

• Click on the drop-down arrow to select a folder.
• Choose the folder named ‘OptinMonster Automations’.
• After naming and selecting the folder, click ‘Create’.

Your workflow will now be created, and you will see two windows: one for the trigger and another for the action. Understanding these two components is crucial as they form the backbone of your automation process.

3. Setting Up the Trigger in Pabbly Connect

The next step in Pabbly Connect is to set up the trigger. Click on the arrow in the trigger section and select ‘OptinMonster’ as your trigger application. For the trigger event, choose ‘New Lead’. This means that whenever a new lead is generated in OptinMonster, it will trigger the workflow.

To connect OptinMonster to Pabbly Connect, you will need the webhook URL provided by Pabbly. Copy the URL from the Pabbly Connect interface and proceed to your OptinMonster account. Open your campaign, click on ‘Edit Campaign’, and navigate to the ‘Integrations’ tab.

• Click on ‘Add New Integration’.
• Select ‘Webhook’ as the integration type.
• Paste the Pabbly webhook URL and name it ‘Agile CRM Contact’.

After connecting, return to Pabbly Connect and click on ‘Recapture Webhook Response’ to ensure the connection is working. This will allow you to test the setup by generating a new lead in OptinMonster.

4. Setting Up the Action in Pabbly Connect

Once the trigger is set, the next step is to set up the action in Pabbly Connect. Select ‘Agile CRM’ as the action application. For the action event, choose ‘Create Contact’. Click on ‘Connect’ to establish a connection between Agile CRM and Pabbly Connect.

A new window will prompt you to enter your Agile CRM login email, API key, and domain. To find your API key, log in to your Agile CRM account, click on your profile, navigate to ‘Admin Settings’, then to ‘Developer and API’. Copy the API key and paste it into Pabbly Connect.

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

After saving the connection, map the fields from the previous step to create the new contact in Agile CRM. This mapping will ensure that the details from the new lead in OptinMonster are correctly captured in Agile CRM.

5. Testing the Integration of Agile CRM and OptinMonster

After setting up both the trigger and action in Pabbly Connect, it’s time to test the integration. Generate a test lead in OptinMonster by filling in the required details such as name, email, and phone number. Once you submit the form, check your Pabbly Connect workflow to see if it captures the response.

After confirming that the response is captured, open your Agile CRM account to verify if the new contact was created successfully. Refresh the contacts page in Agile CRM, and you should see the new contact listed there with the details you entered in OptinMonster.

This successful integration demonstrates how Pabbly Connect facilitates the automation of lead management between OptinMonster and Agile CRM, allowing for seamless data flow and efficient customer management.

Conclusion

In this tutorial, we explored how to integrate Agile CRM with OptinMonster using Pabbly Connect. By following these steps, you can automate the process of adding new leads to your CRM, enhancing your lead management efficiency.