Integrating Caris with Trigger and KY CRM: A Step-by-Step Guide

Learn how to integrate Caris with Trigger and KY CRM for seamless automation. Follow our detailed step-by-step tutorial for real-time lead updates. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

Setting Up Integration Between Caris and Trigger

To start the integration between Caris and Trigger, you will first need to access P Connect Now. This platform will facilitate the automation process between these applications. Begin by navigating to the P Connect Now website and logging into your account. If you do not have an account, you can sign up for free, which takes only a couple of minutes.

Once logged in, click on the ‘Create Workflow’ button. You will be prompted to name your workflow, which should reflect its purpose, such as updating lead details from KY CRM to your Caris dashboard. After naming your workflow, click on ‘Create’ to proceed.

Defining the Trigger Event in KY CRM

In this section, you will set up the trigger event for your workflow. The trigger application will be KY CRM, and the specific trigger event will be ‘Lead Created.’ This means that every time a new lead is created in KY CRM, it will initiate the workflow.

To set this up, search for KY CRM in the trigger application section and select it. Then, choose the ‘Lead Created’ event from the dropdown menu. You will need to connect KY CRM with P Connect Now using a VAB URL, which acts as a bridge between the two applications. Copy the VAB URL provided and log into your KY CRM account.

• Log into your KY CRM account.
• Navigate to the settings and find the integration option.
• Create a new webhook and paste the copied VAB URL as the request URL.

After saving the webhook, return to P Connect Now, where it will be waiting for a webhook response. This response will be triggered once you create a new lead in your KY CRM account.

Creating a New Lead in KY CRM

Now that your trigger is set, the next step is to create a new lead in KY CRM. To do this, navigate back to the dashboard and click on the ‘Add’ button. Fill in the lead details, including the first name, last name, email address, and phone number.

For example, you can enter the first name as ‘Michael,’ last name as ‘Caris,’ and the email as ‘[email protected].’ After entering all necessary details, click on the ‘Save’ button. This action will trigger the webhook, sending the lead information to P Connect Now.

• Open your KY CRM dashboard.
• Click on ‘Add’ to create a new lead.
• Fill in the lead details and click ‘Save’ to trigger the webhook.

Once the lead is created, you will see a response in P Connect Now with all the details of the lead, confirming that the integration is functioning correctly.

Updating Geckoboard with Lead Details

After successfully creating a lead in KY CRM, the next step is to update your Geckoboard dashboard with the lead details. For this, you will set up the action event in your workflow. The action application will be Geckoboard, and the action event will be ‘Update Text.’ This action will update the text on your Geckoboard widget with the new lead information.

To connect Geckoboard with P Connect Now, you will need to provide an API key. Log into your Geckoboard account, navigate to the account settings, and find the API key under ‘Account Details.’ Copy this key and return to P Connect Now to paste it into the connection setup.

Log into your Geckoboard account. Navigate to account settings to find your API key. Paste the API key back into P Connect Now to establish the connection.

Once connected, you will need to provide the widget key from your Geckoboard dashboard. Click on the three-dot button next to your widget, select ‘Edit,’ and copy the widget key. This key will help update the specific widget with the new lead details.

Finalizing the Integration and Testing

With all the connections established, it’s time to finalize the integration. In P Connect Now, you will map the lead details from KY CRM to the text fields in your Geckoboard widget. This mapping allows for dynamic updates whenever a new lead is created.

For mapping, you will click on the mapping option in P Connect Now and select the lead details such as first name, last name, email, and phone number from the response received from KY CRM. By setting this up, every time a new lead is created, the widget on Geckoboard will automatically update with the latest information.

After completing the mapping, click on ‘Save’ to finalize your workflow. You can now test the integration by creating another lead in KY CRM. For example, create a lead named ‘John Caris’ with the email ‘[email protected]’ and a random phone number. After saving, check your Geckoboard dashboard to see if the details have updated correctly.

Conclusion

This tutorial has provided a comprehensive guide on how to integrate Caris with Trigger and KY CRM. By following these steps, you can automate lead updates to your Geckoboard dashboard, enhancing your team’s efficiency and data visibility. Implementing this integration will ensure that your sales metrics are always up-to-date and accessible.