Integrating City with CRM: A Step-by-Step Guide

Learn how to integrate City with CRM using API, Google Sheets, and more in this detailed tutorial. Automate your lead management process effectively. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up City and CRM Integration

City is a powerful application that helps manage leads effectively. In this section, we will learn how to integrate City with CRM using the API. First, ensure you have access to both applications and have your API keys ready. using Pabbly Connect

To set up the integration, navigate to your CRM settings and locate the API section. Here, you will find the option to generate a new API key. Make sure to copy this key, as it will be needed to connect City with your CRM.

2. Creating a Workflow in Pabbly Connect

To automate the process between City and CRM, we will use Pabbly Connect. Begin by logging into your Pabbly account and click on the ‘Create Workflow’ button. Name your workflow appropriately, for example, ‘City CRM Integration’.

• Click on ‘Create’ to initiate the workflow.
• Select City as your trigger application.
• Choose the trigger event as ‘New Lead’.

After setting up the trigger, connect your City account by entering the API key you generated earlier. This will allow Pabbly Connect to access your City leads automatically.

3. Mapping Fields in Google Sheets

Next, we will set up Google Sheets as the action application in Pabbly Connect. Select Google Sheets and choose the action event as ‘Add New Row’. This will enable the automatic addition of new leads from City into your Google Sheets. using Pabbly Connect

To connect Google Sheets, click on ‘Add New Connection’ and sign in using your Google account. Grant the necessary permissions to allow Pabbly Connect to access your Google Sheets.

• Select the spreadsheet where you want to add the leads.
• Choose the specific sheet within the spreadsheet.
• Map the fields such as name, email, and city from City to the corresponding columns in Google Sheets.

Once you’ve mapped all the fields, click on ‘Save and Send Test Request’ to verify the integration. You should see the new lead details appear in your Google Sheet.

4. Finalizing Integration and Testing

After successfully mapping the fields, it’s time to finalize the integration between City and CRM. Ensure that your workflow is activated in Pabbly Connect. This will allow the automation to run seamlessly whenever a new lead is generated in City.

To test the integration, create a new lead in your City application. Check your Google Sheets to see if the new lead information has been added correctly. This step is crucial to ensure everything is functioning as expected.

Remember, the integration will only capture the latest leads received in your City account. If you want to use the same workflow again, you can find the Clone Link provided in the description box below.

Conclusion

In this tutorial, we explored how to integrate City with CRM using the API through Pabbly Connect. By automating lead management, you can streamline your business processes and enhance efficiency. Ensure to follow each step closely for a successful integration.