Integrating Let with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Let with Pabbly Connect to automate contact creation and tagging in Keep CRM using Landbot responses. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To start the integration process, you need to access Pabbly Connect. This platform is essential for automating workflows between applications like Let and Keep CRM. Begin by signing up for a free account on the Pabbly Connect dashboard.

Once you are logged in, click on ‘Create Workflow’ and name your workflow. For example, you can name it ‘Landbot to Keep’. This workflow will automate the process of adding contacts to Keep CRM whenever a new response is received from Landbot.

2. Triggering Landbot Responses in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. You will need to select Landbot as the application and choose the event ‘New Bot Response’. This tells Pabbly Connect to listen for new responses from your Landbot chatbot.

• Select Landbot from the app list.
• Choose ‘New Bot Response’ as the trigger event.
• Copy the provided webhook URL to connect Landbot with Pabbly Connect.

After copying the webhook URL, go to your Landbot account and paste this URL in the webhook section of your bot. This setup allows Pabbly Connect to receive user responses from your chatbot, ensuring seamless communication between Landbot and Keep CRM.

3. Creating Contacts in Keep CRM Using Pabbly Connect

Now that you have set up the trigger, it’s time to create contacts in Keep CRM. In Pabbly Connect, select Keep as the application and choose the action event ‘Create/Update Contact’. This action will utilize the data received from Landbot to create a new contact in Keep CRM.

To connect your Keep account, click on ‘Connect’ and authorize Pabbly Connect to access your Keep account. After connecting, map the fields from the Landbot responses to the corresponding fields in Keep. For example, map the email address, first name, and last name to ensure accurate contact creation.

• Map the email address from Landbot to the email field in Keep.
• Map the first name and last name similarly.
• Select ‘Email’ for checking duplicates.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to verify that the contact is created successfully in Keep CRM. You can check your Keep account to confirm that the contact appears with the correct details.

4. Adding Tags to Contacts in Keep CRM

In this step, you will add tags to the newly created contacts in Keep CRM using Pabbly Connect. After the contact is created, add another action step in your workflow to apply a tag to the contact. Again, select Keep and choose the action event ‘Apply Tag to Contact’.

In the action step, map the contact ID received from the previous step to identify the contact you want to tag. Then, select the tag you wish to apply, such as ‘Pabbly Connect Test’. This tagging process helps in organizing contacts based on their interaction with your Landbot chatbot.

Turn on the mapping button to select the contact ID. Choose the appropriate tag from the dropdown list.

Once you have completed the mapping, click on ‘Save and Send Test Request’. This action will apply the selected tag to the contact in Keep CRM, allowing you to categorize your contacts effectively.

5. Testing the Automation Workflow in Pabbly Connect

Finally, it’s time to test your complete automation workflow using Pabbly Connect. Go back to your Landbot chatbot and initiate a new conversation by entering user details. This will trigger the workflow you have set up in Pabbly Connect.

After completing the conversation, check your Keep CRM account to see if the new contact is created with the correct details and the tag applied. This testing phase is crucial to ensure that your automation works as intended and that every new response from Landbot results in a new contact in Keep CRM.

Once you confirm that the new contact appears in Keep with the right details and tags, your automation setup using Pabbly Connect is complete. You can now enjoy the benefits of automated contact management and tagging.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to integrate Let, Landbot, and Keep CRM for automating contact creation and tagging. By following these steps, you can streamline your CRM processes effectively.