Articles on: Automate Sales

How to integrate Lead Forms with Automated CRM App through Pabbly ?

SOLUTION

Click on the setting tab on the left-hand side > Integration > API section.

Generate an API key there and copy it.

Create a Google Form for the required question in PabblyFlow.

Fill out the Google form and capture the data in a Google Sheet.

Now go to Pabbly and create a workflow. In the first step of Pabbly workflow, select google sheet and select event as "new or updated spreadsheet row."

Then copy the webhook URL and go to Google Sheets. Click on extension > pabbly webhook > initial setup.

In the initial setup, paste that URL, and in the trigger column, you have to mention the last column in which you have data.

Click on send test. It will capture data successfully in the Pabbly workflow.

Now go to extensions again, click on Pabbly webhook > send on event. After that, you can see that a tick icon will appear on the send on event option.

Now to go to Pabbly workflow again, and in the second step, choose "Automate Sales CRM.".

Select "new lead" in the event and click on connect. Select a new connection and paste the API key that we generated in the 3rd step. After that, click on save.

Now map all the details in each column and click on save and test at the last.

Now you can see that all your data will start coming in your CRM app.

Here is the video tutorial:

Updated on: 25/10/2024

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