Integrating Optin Monster with Agile CRM Using Pabbly Connect

Learn how to seamlessly integrate Optin Monster and Agile CRM using Pabbly Connect with this step-by-step tutorial. Automate your lead management effortlessly! Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Optin Monster with Agile CRM, you first need to access Pabbly Connect. Open your browser and go to the Pabbly website. If you’re a new user, click on ‘Sign up for free’ to create an account, or ‘Sign in’ if you’re already a user.

Once logged in, navigate to the dashboard where all Pabbly applications are displayed. Click on ‘Access Now’ under Pabbly Connect to begin the process of creating a workflow that connects Optin Monster and Agile CRM.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, start by clicking on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this integration, name it something like ‘Create Agile Contact from Optin Monster Lead’. Select the folder you want to save this workflow in, like ‘Automations’, and click ‘Create’. using Pabbly Connect

• Name your workflow appropriately.
• Choose the correct folder for organization.
• Click ‘Create’ to proceed to the workflow window.

This window is critical as it consists of the trigger and action settings. The trigger will be the event that initiates the workflow, while the action will be the task performed as a result of that trigger.

3. Setting Up the Trigger for Optin Monster

In the workflow window, select Optin Monster as your trigger application. The trigger event you need to choose is ‘New Lead’. Once selected, Pabbly Connect will provide you with a webhook URL, which you will use to connect Optin Monster with Pabbly Connect. using Pabbly Connect

Copy the webhook URL and log into your Optin Monster account. Navigate to the form you want to connect, click on ‘Integrations’, and then select ‘Add New Integration’. Choose ‘Webhook’ and paste the copied URL into the designated field. Name your webhook, for example, ‘Agile Contact’, and click on ‘Connect to Webhook’.

4. Testing the Integration with a Submission

After successfully connecting the webhook, return to Pabbly Connect and click on ‘Recapture Webhook Response’. This step is crucial to ensure that the workflow captures the data from your Optin Monster form submissions. Go back to your Optin Monster form and perform a test submission. using Pabbly Connect

• Fill out the form with test details.
• Submit the form to send data to Pabbly Connect.
• Check the webhook response in Pabbly Connect.

Upon successful submission, you will see the details captured in Pabbly Connect, confirming that the integration is functioning correctly. This means that every new lead from Optin Monster will now trigger the workflow.

5. Setting Up the Action to Create Contacts in Agile CRM

Now that the trigger is set, the next step in your workflow is to set the action application, which will be Agile CRM. Select it and choose the action event as ‘Create Contact’. You will be prompted to connect your Agile account by adding a new connection. using Pabbly Connect

To do this, you need your Agile API key. Log into your Agile account, go to ‘Settings’, then ‘API Settings’ to find your API key. Copy this key and paste it into Pabbly Connect. After saving, you will be able to map the fields from the Optin Monster lead to the corresponding fields in Agile CRM.

Map the details such as first name, last name, email, and phone number from the webhook response to the respective fields in Agile CRM. Make sure to save the configuration. Once completed, you will see a confirmation that a new contact has been created successfully in Agile CRM.

Conclusion

In this tutorial, we have explored how to integrate Optin Monster with Agile CRM using Pabbly Connect. By following the steps outlined, you can automate your lead management process effectively. This integration allows you to create new contacts in Agile CRM seamlessly whenever a new lead is captured in Optin Monster, enhancing your workflow efficiency.