Integrating Marquiz with Trello Using Pabbly Connect: A Step-by-Step Guide

Learn how to seamlessly integrate Marquiz with Trello using Pabbly Connect for efficient lead management. Follow our detailed tutorial for easy automation. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Marquiz with Trello, you need to access Pabbly Connect. This platform allows you to automate workflows without any coding skills. Simply sign up for a free account to get started and access the dashboard.

Once logged in, click on the ‘Create Workflow’ button. You will then be prompted to name your workflow. Choose a name that reflects the integration, like ‘Marquiz to Trello Leads’. After naming, click the ‘Create’ button to proceed to the workflow setup.

2. Setting Up the Trigger in Pabbly Connect

In this section, you will set up the trigger for your workflow using Pabbly Connect. The trigger is the event that starts the workflow, which in this case is receiving new leads from Marquiz. Click on the trigger window and search for ‘Marquiz’.

• Select ‘New Lead’ as the trigger event.
• Copy the provided webhook URL for integration.

Next, navigate to your Marquiz dashboard and open the editor for the survey form. Click on the ‘Integrations’ tab, find the ‘Webhooks’ option, and paste the copied URL. After saving the changes, publish the survey form to enable the connection.

3. Testing the Integration with a Submission

Once you have set up the trigger, it’s time to test the integration using Pabbly Connect. Perform a test submission of the survey form you have created. Fill in the required fields with dummy data and submit the form.

After the submission, return to Pabbly Connect to check the response section. You should see the data captured from the form submission, including the lead’s name, email, and other details. This confirms that the connection between Marquiz and Pabbly Connect is working correctly.

4. Creating a Card in Trello Using Pabbly Connect

The next step is to create a card in Trello for each new lead received from Marquiz, facilitated by Pabbly Connect. In your workflow, add a new action step and search for ‘Trello’. Select the action event as ‘Create a Card’.

• Connect your Trello account by providing your username, API key, and token.
• Choose the Trello board where the card will be created.
• Map the lead details from the trigger to the card fields.

After configuring these settings, click on the ‘Save and Send Test Request’ button to create a test card. Verify that the card appears in your chosen Trello board with all the mapped details.

5. Finalizing the Integration with Pabbly Connect

Now that you have successfully created a Trello card for your lead, the integration is complete. With Pabbly Connect, you can automate the process of adding leads from Marquiz to Trello. This automation saves time and reduces manual efforts.

Remember, you only need to set up this workflow once. After that, every time a new lead is generated from Marquiz, a corresponding card will be created in Trello automatically. This ensures you never miss a lead and can manage them efficiently.

Conclusion

Integrating Marquiz with Trello using Pabbly Connect allows for seamless lead management and automation. By following this tutorial, you can efficiently capture leads and manage them in Trello without any manual input. This setup enhances productivity and ensures that you stay organized with your leads.