Integrating URL with Indi M and CRM for Automated Lead Management

Learn how to seamlessly integrate URL with Indi M and CRM using Pabbly Connect for automated lead management. Step-by-step tutorial included. 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. Setting Up the Integration Between URL and Indi M

The integration of URL with Indi M is essential for managing leads efficiently. In this setup, the aim is to automatically add leads from Indi M to your CRM system. This process begins with logging into your Pabbly Connect account. using Pabbly Connect

Once logged in, you will need to navigate to the dashboard. Here, click on the ‘Create Workflow’ button to initiate the integration process. This will allow you to set up a trigger for when a new lead is generated in your Indi M account.

2. Creating a Workflow in Pabbly Connect

To create a workflow, you need to name it appropriately. For example, you can name it ‘Add Indi M Leads to CRM as Subscribers.’ After naming, select your folder as ‘Automations’ to keep things organized. using Pabbly Connect

• Click on the ‘Create’ button to proceed.
• Select ‘Indi M’ as your trigger application.
• Choose ‘New Lead’ as the trigger event.

After setting up the trigger, you will receive a webhook URL. This URL is crucial as it will connect your Indi M account with Pabbly Connect, enabling the automation of lead capture.

3. Configuring Indi M for Lead Capture

To configure Indi M, log into your account and navigate to the ‘Lead Manager’ section. Here, you will need to select the option for ‘Import or Export Leads’. This is where you will set up the connection to Pabbly Connect. using Pabbly Connect

Under the ‘Push API’ section, choose ‘Other’ as the source and enter the CRM platform name as ‘Pabbly Connect’. Then, paste the webhook URL you copied earlier into the designated field.

• Click on ‘Save Details’ to proceed.
• Generate an OTP to finalize the connection.
• Enter the OTP and click ‘Submit’ to complete the setup.

This step ensures that your Indi M leads are successfully linked to Pabbly Connect, allowing for seamless data transfer.

4. Testing the Integration with a Sample Lead

After configuring Indi M, it’s crucial to test the integration. Go back to Pabbly Connect and initiate a test lead generation. This can be done by using the ‘Test Your Webhook Listener’ option. using Pabbly Connect

Once you click on the ‘Test’ button, you should receive a successful response indicating that the lead has been captured. This response will include all necessary details such as sender’s name, email, and other relevant information.

It’s essential to verify that the data received matches your expectations. If successful, you will see a confirmation message in Pabbly Connect, indicating that the workflow is functioning correctly.

5. Finalizing the Automation to Add Subscribers

The final step involves setting up the action to add subscribers to your CRM. In Pabbly Connect, select ‘ConvertKit’ as your action application and choose the event ‘Add Subscriber to a Form’. This will ensure that every new lead from Indi M is added automatically as a subscriber. using Pabbly Connect

To connect ConvertKit, you need to enter your API key and secret. These can be found in your ConvertKit account under the ‘Developer’ settings. After entering these details, click ‘Save’ to establish the connection.

Select the form you want to add subscribers to. Map the lead details to the corresponding fields in ConvertKit. Click ‘Save and Send Test Request’ to finalize the setup.

After successfully creating a subscriber, you can check your ConvertKit account to ensure the new lead appears as expected. This completes the integration process, allowing for efficient lead management.

Conclusion

Integrating URL with Indi M and CRM systems like ConvertKit streamlines the lead management process. By following these steps, you can automate the addition of new leads, ensuring timely engagement and improved customer relationships.