Integrating Trigger with Michael Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Trigger with Michael Using Pabbly Connect to automate your workflows effectively. Follow this detailed guide for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Trigger with Gravity Forms

To begin the integration process with Trigger, you first need to set up your trigger application, which is Gravity Forms. This application allows you to collect leads through forms on your website. Start by logging into your WordPress account and access your Gravity Forms plugin.

Next, navigate to the settings within Gravity Forms to create your inquiry form. This form will gather all necessary details from prospective buyers. Once your form is ready, you will need to connect it to P Connect Now for automation.

2. Connecting P Connect Now for Automation

With your inquiry form set up, it’s time to connect it to P Connect Now. This application is essential for automating the process of adding or updating contacts in your CRM, which in this case is Michael. To connect, you will need to create a webhook in your Gravity Forms settings.

• Open your Gravity Forms settings and navigate to the Webhooks section.
• Click on ‘Add New’ to create a new webhook.
• Paste the webhook URL provided by P Connect Now into the Request URL field.

After saving the settings, your Gravity Forms will now send data to P Connect Now whenever a new lead submits the form. This integration is crucial for ensuring that all lead information flows seamlessly into your CRM.

3. Mapping Data to Michael CRM

Once your trigger is set up, the next step involves mapping the data to your CRM, Michael. This process allows you to create or update contacts automatically based on the form submissions received through Gravity Forms. Start by selecting the action application in P Connect Now as Michael.

In the action event, choose the option to create or update contacts. You will then need to connect Michael with P Connect Now by allowing access to your CRM account. After establishing the connection, you can begin mapping the fields from your Gravity Forms submission to the corresponding fields in Michael.

• Map the first name and last name fields.
• Include email and phone number fields as part of the mapping.
• Ensure to add the address details, like street and city.

Once all fields are mapped correctly, save your settings. This will ensure that every time a new form submission occurs, the contact information will be automatically updated in Michael.

4. Testing the Integration

After setting up the integration between Gravity Forms, P Connect Now, and Michael, it’s essential to test whether everything works as intended. Go back to your Gravity Forms and submit a test inquiry form. Make sure to fill in all required fields with realistic data.

Once the form is submitted, check your Michael CRM to verify if the new contact appears with the correct details. This test will confirm that the integration is functioning properly and that data flows correctly from the form submission to your CRM.

To further ensure everything is working, you can submit another form with updated information. This will test the update function of your integration. If the details in Michael are updated accordingly, your integration is successful!

Conclusion

Integrating Trigger with Michael Using Pabbly Connect allows for seamless automation of your lead management process. By following these steps, you can ensure that every inquiry submitted through your Gravity Forms is automatically added or updated in your Michael CRM. This not only saves time but also enhances your outreach efforts.