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Integrate URL with Indi M and CRM for Seamless Automation

Learn how to integrate URL with Indi M and CRM for efficient lead management and automation. Step-by-step guide with detailed instructions. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Integration with URL and Indi M

URL is essential for connecting with Indi M for lead management. This integration allows you to automate the process of adding leads to your CRM without manual effort. By using this integration, you can streamline your workflow and ensure no lead goes unattended. using Pabbly Connect

To start, log into your URL account, and navigate to the integration section. Here, you will find options to connect with various applications. Select Indi M from the list of available integrations.

2. Creating a Workflow in URL for Indi M

Creating a workflow in URL is crucial for automating the lead capture process from Indi M. Begin by clicking on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this tutorial, name it ‘Add Indi M Leads to CRM’. using Pabbly Connect

Select the folder for your workflow.
Click on the ‘Create’ button to initiate the workflow.
Define the trigger for the workflow, which will be a new lead in Indi M.

After setting the trigger, you will receive a webhook URL. This URL is essential for connecting your Indi M account to URL. Copy this URL for the next steps in the integration process.

3. Connecting URL to Indi M for Lead Capture

To connect URL to Indi M, log into your Indi M account. Navigate to the Lead Manager section. Here, you will find an option for API integration. Select the ‘Push API’ option to start the connection process. using Pabbly Connect

In the API integration settings, you will need to provide the webhook URL from URL. Enter the CRM platform name as ‘URL’ and paste the copied webhook URL. This establishes the connection between Indi M and URL.

Enter the reason for moving leads to your CRM.
Generate an OTP to secure the connection.
Submit the OTP to complete the integration.

Once connected, you can test the integration by generating a test lead in your Indi M account. This will confirm that the workflow is functioning correctly.

4. Verifying Lead Capture in CRM from Indi M

After setting up the integration, it’s essential to verify that leads from Indi M are being captured in your CRM. Go back to your URL workflow and check for any webhook responses after generating a test lead. using Pabbly Connect

You should see a successful response indicating that the lead details have been captured. This includes the sender’s name, email, and other relevant information. If everything is set correctly, your leads will now automatically populate in your CRM.

To ensure that the automation works seamlessly, refresh your CRM dashboard. You should see the new subscriber created with the details from the test lead.

Conclusion

Integrating URL with Indi M and your CRM streamlines lead management and enhances your marketing efforts. This automation saves time and ensures that no lead is missed, allowing for better engagement and conversion rates.

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By following the steps outlined in this tutorial, you can successfully set up the integration and start benefiting from automated lead capture today. This process not only simplifies your workflow but also helps in maintaining a robust lead database for future marketing campaigns.