Integrating India M Leads into V Tiger CRM Using Pabbly Connect

Learn how to automate the process of adding India M leads as contacts in V Tiger CRM using Pabbly Connect. Follow this detailed guide for seamless integration.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating India M with V Tiger CRM, you first need to access Pabbly Connect. Begin by opening a new browser tab and searching for Pabbly Connect. Once you reach the landing page, you can either sign in or create a free account if you don’t have one.

After signing in, click on the Pabbly Connect option to access the dashboard. Here, you will create a new workflow, which is essential for automating the process of adding leads from India M as contacts in V Tiger CRM.

2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect. Click on the Create Workflow button, and a pop-up window will appear. Name the workflow something descriptive, such as ‘India M Leads to V Tiger Contacts’ and select a folder to save it in.

• Click on the Create button to proceed.
• In the new window, you will see two boxes for Trigger and Action.
• The Trigger box is where you will set up the event that starts the workflow.

Now, search for your trigger application, which is India M. Select it, and then choose the trigger event, which will be New Leads. This sets the stage for the integration process using Pabbly Connect.

3. Connecting India M with Pabbly Connect

To connect India M with Pabbly Connect, you will need a webhook URL. This URL acts as a bridge between India M and Pabbly Connect. Copy the webhook URL provided in the Pabbly Connect interface.

Next, log into your India M account and navigate to the Lead Manager. Here, click on the Import/Export Lead option and select Push API for integration. Activate your API and paste the webhook URL you copied earlier into the designated field.

• Select a source for the connection; if none is provided, choose Other.
• Generate an OTP to finalize the connection.

Once you’ve completed these steps, your India M account will be successfully connected to Pabbly Connect, allowing for automatic lead capture.

4. Generating a Test Lead in India M

To test the integration, you need to generate a test lead in India M. This step is crucial for ensuring that the connection between India M and Pabbly Connect is working correctly. Navigate back to your India M account and use the webhook listener URL to send test data.

Click on the Test button to send the test lead data to Pabbly Connect. Once the data is sent, you should see a response in Pabbly Connect indicating that the test lead was successfully received. This confirms that your integration is functioning as intended.

5. Setting Up the Action to Create Contacts in V Tiger CRM

Now that you have successfully set up the trigger, it’s time to configure the action in Pabbly Connect. Search for V Tiger CRM as your action application and select the action event as Create Contact.

Connect V Tiger CRM with Pabbly Connect by providing your CRM’s domain, username, and access key. Make sure to exclude the protocol and trailing slash from the domain. Once connected, map the lead details from India M to the corresponding fields in V Tiger CRM.

Map the first name, last name, email address, and mobile number from the test lead. Ensure all details are correctly filled out to create a new contact.

After mapping, click on Save and Send Test to finalize the action. Check your V Tiger CRM to confirm that the new contact has been created successfully, demonstrating the effectiveness of Pabbly Connect in automating your lead management process.

Conclusion

By following these steps, you can effectively integrate India M leads into V Tiger CRM using Pabbly Connect. This automation not only streamlines your lead management but also enhances your sales team’s efficiency in tracking potential customers.