Learn how to integrate Trigger with URL, CRM, and other applications using Pabbly Connect in this detailed tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.
Watch Step By Step Video Tutorial Below
1. Setting Up Trigger Integration with URL
To start with the Trigger integration, I will open the Pabbly Connect dashboard. This is where I will create a new workflow that connects Trigger with URL, CRM, and other applications. using Pabbly Connect
First, I will click on the ‘Create Workflow’ button. This will prompt me to name my workflow. I will name it ‘Trigger Integration with URL’ and click on ‘Create’ to proceed.
2. Configuring the Trigger Event in Pabbly Connect
Now, I will set up my Trigger event. For this, I need to select the ‘Trigger’ application from the list. This is crucial as it will determine what event will initiate the workflow. using Pabbly Connect
- Select ‘Trigger’ as the application.
- Choose the event type, for instance, ‘Email Sent’.
- Connect the Trigger with the provided VAB URL.
After setting up the Trigger, I will need to copy the VAB URL. This URL acts as a bridge between Trigger and the URL application. I will log into my URL account to complete the integration.
3. Connecting Trigger with URL
To connect Trigger with URL, I will navigate to the settings in my URL account. Here, I will find the option for integrations and select ‘Webhooks’. using Pabbly Connect
Next, I will add a new webhook by clicking on the ‘Add Webhook’ button. I will paste the copied VAB URL into the designated field and select the campaign I want this webhook to be associated with.
- Select the appropriate campaign from the dropdown.
- Choose the event type, such as ‘Email Sent’.
- Click on ‘Add Webhook’ to finalize the connection.
Once the webhook is added, I will return to Pabbly Connect to verify that the integration has been successful. I will click on the ‘Recapture Webhook Response’ button to check for any responses from the URL application.
4. Testing the Integration with a Campaign
To test the integration, I will create a test campaign in my URL account. After scheduling the campaign, I will send an email to my leads. using Pabbly Connect
Once the email is sent, I will check back in Pabbly Connect to see if the webhook has captured the response. This will confirm that the Trigger integration with URL is functioning correctly.
Upon receiving the response, I will have access to details such as the lead’s email, the subject of the email, and the body content. This ensures that the integration is capturing all necessary data in real time.
Conclusion
This tutorial has detailed the process of integrating Trigger with URL and other applications using Pabbly Connect. By following the steps provided, you can automate workflows efficiently and enhance your CRM capabilities.
Thanks for following along with this tutorial! Remember to subscribe to the channel for more helpful content like this.
If you found this guide useful, please consider giving it a thumbs up and sharing it with others who might benefit from it.