Integrating India M Leads with Active Campaign using Pabbly Connect

Learn how to effectively integrate India M leads with Active Campaign using Pabbly Connect for efficient B2B marketing. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process using Pabbly Connect, first, you need to access the platform. Open your browser and search for Pabbly Connect or navigate to the Pabbly Connect landing page.

Once on the landing page, you will see options to log in or sign up. If you are a new user, click on the ‘Sign up for free’ button. Existing users should click on ‘Sign in’ and enter their credentials to access the dashboard. After signing in, you will be directed to the Pabbly Connect dashboard, ready to create your workflow.

2. Creating Your Workflow in Pabbly Connect

In this section, we will create a workflow to connect India M leads to Active Campaign using Pabbly Connect. Click on the ‘Create Workflow’ button on your dashboard. You will be prompted to name your workflow and select a folder for it.

• Enter a workflow name, e.g., ‘Create Active Campaign Contacts from India M Leads’.
• Select the folder where you want to save your workflow.
• Click on the ‘Create’ button to proceed.

After creating the workflow, you will be taken to the workflow window where you can set up triggers and actions. The trigger will be set as India M to initiate the workflow whenever a new lead is received.

3. Setting Up the Trigger with India M

To set up the trigger in Pabbly Connect, you need to choose India M as your trigger application. Search for ‘India M’ in the trigger application section and select it.

Next, you will be prompted to select a trigger event. Choose the event that corresponds to receiving a new lead. Pabbly Connect will provide you with a Webhook URL, which acts as a bridge between India M and your workflow. Copy this URL for later use.

• Log in to your India M account and navigate to the Lead Manager.
• Go to ‘Import/Export Leads’ and select ‘Push API’.
• Paste the copied Webhook URL and save the details.

This integration will ensure that every time a new lead is generated in India M, it will automatically trigger the workflow in Pabbly Connect, capturing all lead details.

4. Configuring the Action to Create Contacts in Active Campaign

Now that the trigger is set, we will configure the action to create contacts in Active Campaign using Pabbly Connect. Select Active Campaign as your action application.

Choose the action event as ‘Create or Update Contact’. If you haven’t connected your Active Campaign account yet, click on ‘Add a New Connection’. You will need to provide your API key and URL from your Active Campaign account.

Log into your Active Campaign account and go to Settings. Select the Developers tab to find your API key and URL. Paste these into Pabbly Connect and click on Save.

This step connects your Active Campaign account to Pabbly Connect, allowing you to create contacts based on the lead details received from India M.

5. Mapping Data from India M to Active Campaign

The final step in the workflow setup involves mapping the data from India M leads to Active Campaign using Pabbly Connect. After successfully connecting your Active Campaign account, you will be prompted to map the required fields.

Map the fields such as email, name, and phone number from the trigger response. This ensures that each new lead’s information is dynamically inserted into Active Campaign as a new contact.

Select the email field from the trigger response. Map the first name and phone number accordingly. Leave optional fields blank if not needed.

Once mapping is complete, click on ‘Save and Send Test Request’. This will create a new contact in Active Campaign with the lead details received from India M, completing the integration process.

Conclusion

This tutorial demonstrates how to use Pabbly Connect to integrate India M leads with Active Campaign effectively. By following these steps, you can automate your lead management process, saving time and enhancing your marketing efforts.