Integrating New Leads and CRM with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate New Leads and CRM using Pabbly Connect with this detailed tutorial. Follow the exact steps to automate your lead management process.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Lead Integration

To start integrating New Leads and CRM, first access Pabbly Connect. This platform allows you to automate tasks and connect various applications seamlessly.

Visit the Pabbly Connect homepage and sign in or create a new account. As a new user, you can explore its functionalities with 300 free tasks each month. Once logged in, you will see all available applications to connect.

2. Creating a Workflow in Pabbly Connect

To build your integration, you need to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard.

• Name your workflow, e.g., ‘Create Go High Level Contact and Opportunity on Typeform Submission’.
• Select a folder for organization, such as ‘Automations’.
• Click the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see sections for setting up triggers and actions. This is where the automation process begins.

3. Setting Up the Trigger in Pabbly Connect

The next step is to set up a trigger in Pabbly Connect. Select ‘Typeform’ as your trigger application. This allows you to capture new entries from your Typeform lead form.

Choose the trigger event as ‘New Entry’. This means that whenever a new submission is received, Pabbly Connect will automatically capture the details. To connect Typeform with Pabbly Connect, click on ‘Connect’ and follow the prompts to authorize the connection.

4. Configuring Action Steps in Pabbly Connect

After setting up the trigger, the next phase is configuring action steps in Pabbly Connect. The first action will be to create a new contact in your CRM, specifically using the ‘Lead Connector V2’ application.

Select ‘Create a Contact’ as your action event. You will need to connect your Lead Connector V2 account to Pabbly Connect. Once connected, map the data fields from the Typeform submission to the corresponding fields in your CRM, such as first name, last name, and email.

• Map the first name and last name from the Typeform response.
• Enter the email and phone number fields accordingly.
• Click ‘Save and Send Test Request’ to verify the setup.

After successfully creating the contact, you can proceed to set up another action step to create an opportunity for the same lead.

5. Finalizing Integration in Pabbly Connect

To finalize the integration in Pabbly Connect, add another action step for creating an opportunity. Again, select ‘Lead Connector V2’ and choose the action event as ‘Create or Update Opportunity’.

Map necessary fields such as the pipeline ID and contact ID. Ensure that you have obtained the stage ID by adding an action step to get pipelines. Once all fields are mapped correctly, click ‘Save and Send Test Request’ to complete the setup.

After testing, check your CRM to confirm that both the contact and opportunity have been created successfully. This integration allows for efficient lead management and tracking.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate the integration of New Leads and CRM. By following these steps, you can streamline your lead management process effectively.