Integrate Fluent CRM with Pabbly Connect Using Pabbly Form Builder

Learn how to integrate Fluent CRM with Pabbly Connect using Pabbly Connect through webhooks in this detailed tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Fluent CRM with Pabbly Connect, first, access Pabbly Connect by visiting the Pabbly website. You can sign in if you are an existing user or sign up for free to get started. Signing up gives you access to 100 tasks free every month, which is ideal for testing your integrations.

Once logged in, navigate to the dashboard where you will see various Pabbly applications. Click on the button labeled ‘Access Now’ under Pabbly Connect to proceed. This will take you to the workflow creation area where you can start setting up your automation.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button. You will then be prompted to enter a name for your workflow and select a folder to save it in. For this example, name the workflow ‘Fluent CRM Integration’.

• Name your workflow appropriately.
• Select a folder for organization.
• Click ‘Create’ to proceed.

After creating the workflow, you will be directed to the workflow window where you can set up triggers and actions. This is where Pabbly Connect will enable the integration between Fluent CRM and the applications you are using.

3. Setting Up a Webhook Trigger in Pabbly Connect

For the trigger in your workflow, select ‘Webhook by Pabbly’. This will allow you to capture data whenever a new response is received. After selecting the trigger, choose the event ‘Catch Webhook’. You will be provided with a Webhook URL. using Pabbly Connect

Copy this Webhook URL as it will be used to connect to the Pabbly Form Builder. Navigate to the Pabbly Form Builder application and create a new webhook. Paste the copied URL into the designated field and save it. A green dot will indicate that the connection is successful.

4. Testing the Webhook Integration

To ensure that the integration works correctly, conduct a test submission using the form linked to your Webhook URL. Fill in the required fields such as first name, last name, email, and phone number, then submit the form.

• Open the form in Pabbly Form Builder.
• Fill in the form with dummy data.
• Click ‘Submit’ to send the data.

Return to your workflow in Pabbly Connect to check if the response has been captured. If successful, you will see the details populated in the workflow, confirming that the trigger is working correctly.

5. Creating a Contact in Fluent CRM

In this final step, select Fluent CRM as the action application in your workflow. Choose the action event ‘Create Contact’. You will need to establish a connection to your Fluent CRM account by entering the site URL, username, and password for the manager you created. using Pabbly Connect

Once the connection is made, map the fields from the trigger to the action. This means linking the first name, last name, email, and phone number from the Webhook response to the corresponding fields in Fluent CRM. After mapping the data, click ‘Save and Send Test Request’ to create the contact.

Conclusion

In summary, this tutorial demonstrated how to integrate Fluent CRM with Pabbly Connect using Pabbly Form Builder through webhooks. By following these steps, you can automate the process of creating contacts in Fluent CRM, enhancing your workflow efficiency significantly.