Integrating Caris with Trigger: A Step-by-Step Guide

Learn how to integrate Caris with Trigger using P Connect Now to automate lead updates in KY CRM. Follow this detailed tutorial for seamless integration. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up the Integration with Caris and Trigger

The integration of Caris with Trigger is essential for automating lead updates in KY CRM. This process enhances the efficiency of managing leads and ensures that all team members have access to real-time data. To kick off this integration, we will use P Connect Now, a powerful tool for automation.

First, we need to log into our KY CRM account. After logging in, navigate to the settings section where you will find the integration options. Here, you will create a new webhook that will facilitate the connection between Caris and Trigger.

2. Creating a Webhook in KY CRM for Caris

To create a webhook in KY CRM, follow these steps:

• Log into your KY CRM account.
• Go to the settings and select the integration option.
• Click on the ‘Add New Webhook’ button.
• Enter the name for your webhook, for example, ‘Gecko Board’.
• Paste the VAB URL provided by P Connect Now into the request URL field.

After setting up the webhook, ensure that you select the appropriate event, such as ‘Lead Created’. This setup is crucial as it defines when the webhook will trigger updates to your Trigger integration.

3. Connecting Trigger to P Connect Now

Once the webhook is created in KY CRM, the next step is to connect Trigger with P Connect Now. Start by logging into P Connect Now and creating a new workflow. Name the workflow appropriately, such as ‘Update Gecko Board for KY CRM Lead’.

In the workflow setup, you will define your trigger application as KY CRM. Make sure to select the trigger event as ‘Lead Created’. This ensures that every time a new lead is added in KY CRM, it will automatically trigger an update in your Trigger application.

After selecting the trigger, you will need to connect Trigger to P Connect Now using the API key from your Trigger account. This key is found in the Account Details section of your Trigger profile. Copy this key and paste it into the respective field in P Connect Now.

4. Updating Lead Details in Gecko Board

With the connection established, the next step is to configure the action in your workflow. Set the action application to Gecko Board and choose the action event as ‘Update Text’. This will allow you to update the lead details displayed on your Gecko Board dashboard.

To proceed, you will need to provide the widget key for the specific widget you want to update. This key can be obtained from your Gecko Board dashboard by editing the widget settings. Once you have the widget key, paste it into the respective field in P Connect Now.

Finally, map the lead details received from KY CRM to the fields in Gecko Board. This includes mapping the first name, last name, email, and phone number of the lead. By doing this, every time a lead is created in KY CRM, the information will reflect in real-time on your Gecko Board dashboard.

5. Testing the Integration Between Caris and Trigger

Now that everything is set up, it’s time to test the integration. Create a new lead in your KY CRM account. For instance, add a lead named ‘Michael Caris’ with the email ‘[email protected]’ and a random phone number. Once you save this lead, the webhook will trigger and send the data to Trigger.

After creating the lead, check your Gecko Board dashboard to see if the information has been updated. You should see the lead details displayed correctly. Repeat this process by adding another lead, such as ‘John Caris’, to confirm that the integration works seamlessly.

By following these steps, you can successfully integrate Caris with Trigger to automate lead updates in your KY CRM. This integration not only saves time but also keeps your team informed with real-time data.

Conclusion

This tutorial demonstrated how to integrate Caris with Trigger using P Connect Now. By following the steps outlined, you can automate lead updates in KY CRM and enhance your team’s efficiency.