Integrate Lead Capture with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Lead Capture with Pabbly Connect to automate lead management effortlessly. Follow this detailed tutorial for step-by-step instructions. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Lead Capture

In this section, we will learn how to set up Pabbly Connect for integrating Lead Capture. First, access your Pabbly Connect account. Once logged in, create a new workflow by clicking on the ‘Create Workflow’ button.

Next, name your workflow something descriptive, like ‘Lead Capture Integration’. This will help you identify it later. Now, you will see two main sections: Trigger and Action. The Trigger indicates when an event occurs, while the Action specifies what happens in response.

2. Selecting Lead Capture as Trigger Application

For the Trigger application, select Pabbly Connect and choose ‘Lead Capture’ as your application. The only available trigger event is ‘New Lead’. This means that every time a new lead is generated, it will trigger the workflow.

• Select ‘Lead Capture’ from the application list.
• Choose ‘New Lead’ as the trigger event.

After selecting the application and trigger event, Pabbly Connect will generate a unique webhook URL. Copy this URL as it will be used to connect Lead Capture to Pabbly Connect.

3. Connecting Lead Capture to Pabbly Connect

Now, log into your Lead Capture account. Find the form you want to connect with Pabbly Connect and click on the ‘Edit Form’ option. Navigate to the ‘Lead Delivery’ section where you will see an option to add the webhook URL.

• Click on ‘Edit Form’ for your desired lead form.
• Go to the ‘Lead Delivery’ section.
• Paste the copied webhook URL into the designated field.
• Save the changes to your form.

Once you have saved the changes, return to your Pabbly Connect workflow. It will show a message indicating it is waiting for a webhook response. This means the connection is set up and ready for testing.

4. Testing the Integration with a Dummy Lead

To test the integration, you need to submit a dummy lead through the form you just connected to Pabbly Connect. Open the form and fill in the required details, such as name, email, and phone number.

Enter a name (e.g., ‘Smart User’). Input an email (e.g., ‘[email protected]’). Provide a dummy phone number. Submit the form.

After submitting the form, return to your Pabbly Connect workflow. You should see that it has captured the response from the dummy lead submission, confirming that the integration works successfully.

5. Conclusion

In conclusion, using Pabbly Connect to integrate Lead Capture streamlines the process of managing leads effectively. By following the steps outlined in this tutorial, you can set up the integration seamlessly and ensure all leads are captured accurately.

With this integration, you can automate your lead management workflow, allowing for efficient follow-up and nurturing of potential customers. Start leveraging Pabbly Connect for your lead management today!