Learn how to seamlessly integrate URL with Lev, Commander, Web, and Box to automate your lead capture process effectively. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Understanding URL and Lev Integration

The integration of URL with Lev is crucial for real estate businesses. This process allows for the seamless transfer of lead data from URL to Lev, enhancing lead management efficiency.

By automating this workflow, you can ensure that all new leads from URL are instantly added to your Lev account. This integration saves time and minimizes errors in data entry, which is essential for effective lead nurturing.

2. Setting Up Your Workflow with Commander

To begin the integration, you will need to set up a workflow using Commander. This step is essential as it serves as the command center for triggering actions based on incoming data from URL.

Follow these steps to set up your workflow:

  • Open the Pabbly Connect dashboard.
  • Click on ‘Create Workflow’ to initiate a new project.
  • Name your workflow and choose a designated folder.

Once your workflow is created, you can select URL as your trigger application. This will allow you to capture leads as they come in.

3. Configuring URL as the Trigger Application

In this step, you will configure URL as the trigger application within your workflow. This means that every time a new lead is generated in URL, it will automatically trigger an action in Lev. using Pabbly Connect

To set this up, you will need to:

  • Select URL from the list of available applications.
  • Choose the trigger event that corresponds to new lead creation.
  • Copy the generated webhook URL provided by Pabbly Connect.

This webhook URL will be used to establish a connection with your URL account. Make sure to share this URL with your account manager at URL for activation.

4. Connecting Lev with Commander for Lead Management

Now that URL is set as your trigger, the next step is to connect Lev as the action application. This connection allows you to automatically create or update contacts in Lev based on the incoming lead data from URL.

To connect Lev, follow these steps:

Select ‘Lead Connector V2’ as your action application. Choose the action event as ‘Create or Update Contact.’ Connect your Lev account by selecting the appropriate sub-account.

After establishing the connection, you will map the lead details from URL to the corresponding fields in Lev. This ensures that every new lead is accurately represented in your Lev account.

5. Testing Your Integration with Web and Box

Once everything is set up, it’s important to test your integration. This ensures that the data flows correctly from URL to Lev without any issues. Testing is crucial for confirming that your leads are being captured as intended. using Pabbly Connect

To conduct your test, follow these steps:

Use the ‘Save and Send Test Request’ option to simulate a lead capture. Check your Lev account to confirm that the new contact appears.

By successfully testing your integration, you can confidently rely on the automated process to manage your leads efficiently. This integration not only saves time but also enhances your overall lead management strategy.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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In conclusion, integrating URL with Lev, Commander, Web, and Box streamlines your lead management process. By automating the capture of leads, you can improve response times and conversion rates effectively.