Integrate Typeform with Apollo.io Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Typeform with Apollo.io using Pabbly Connect for seamless CRM management. Step-by-step tutorial to automate your lead collection. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Typeform with Apollo.io, you need to access Pabbly Connect. Begin by visiting the Pabbly website and signing in to your account. If you are a new user, you can sign up for free and receive 100 free tasks every month.

Once logged in, you will see the Pabbly apps window. Click on the ‘Access Now’ button for Pabbly Connect. This action will take you to the dashboard where you can create a new workflow for automation.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is essential for automation. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear, prompting you to name your workflow and select a folder.

• Enter the workflow name: Create Apollo.io Contact on Typeform Submission
• Select the folder: Typeform Automations

After naming your workflow and selecting the folder, click on the ‘Create’ button. Now, you will see two sections: Trigger and Action. The trigger initiates the automation, while the action is the response to that trigger.

3. Setting Up the Trigger in Pabbly Connect

For our integration, we will set Typeform as the trigger application in Pabbly Connect. Select Typeform and choose the trigger event as ‘New Entry’. This setup means that whenever a new form is submitted, it will trigger the automation.

Click on the ‘Connect’ button to establish the connection with Typeform. If you don’t have an existing connection, select ‘Add New Connection’. You will then be prompted to authorize Pabbly Connect to access your Typeform account. Click ‘Accept’ to proceed.

• Select the form you created: Real Estate Contact Us Form
• Click on ‘Save and Send Test Request’ to check the connection.

After submitting a test entry in the Typeform, check back in Pabbly Connect to see if the response has been captured successfully. This confirms that the trigger setup is complete and working correctly.

4. Setting Up the Action in Pabbly Connect

Now that the trigger is set, it’s time to configure the action step in Pabbly Connect. Select Apollo.io as the action application and choose the action event as ‘Create Contact’. This step will automate the process of adding new leads from Typeform directly to your Apollo.io account.

Click on ‘Connect’ to create a new connection with Apollo.io. You will need to provide your API key, which can be generated from your Apollo.io account settings. After entering the API key, click ‘Save’ to establish the connection.

Map the fields from Typeform to Apollo.io, such as first name, last name, and email. Click ‘Save and Send Test Request’ to create the contact.

Once the test request is successful, verify in your Apollo.io account to see if the new contact has been created. This confirms that the entire workflow is functioning as intended, connecting Typeform submissions to Apollo.io seamlessly.

5. Conclusion

In this tutorial, we demonstrated how to integrate Typeform with Apollo.io using Pabbly Connect. This streamlined process allows you to manage your leads efficiently without manual input. By automating your lead collection, you can focus on nurturing client relationships effectively.

Utilizing Pabbly Connect for this integration not only saves time but also ensures that your CRM stays updated in real-time. Embrace automation to enhance your business operations today!