Integrate Pabbly Form Builder Leads to Apollo with Pabbly Connect

Learn how to automate adding Pabbly Connect leads to Apollo using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect and Its Integration Capabilities

Pabbly Connect is an automation platform that enables seamless integration between various applications. In this tutorial, we will learn how to add leads from Pabbly Form Builder to Apollo CRM using Pabbly Connect.

This integration allows businesses to automatically create contacts in Apollo CRM whenever a form is submitted through Pabbly Form Builder. This process enhances lead management and streamlines customer data handling.

2. Setting Up Your Pabbly Connect Account

To begin, navigate to the Pabbly website and access Pabbly Connect. If you are a first-time user, you will need to sign up for a free account. Click on the ‘Sign Up Free’ option on the homepage.

• Visit Pabbly Connect and click on ‘Sign Up Free’.
• Fill in the required details to create your account.
• Log in to your account after registration.

Once logged in, you will be directed to the Pabbly Connect dashboard where you can create a new workflow for the integration.

3. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘+’ icon to create a new workflow. Name your workflow, such as ‘Pabbly Form Builder to Apollo Integration’. This name will help you identify the workflow later. using Pabbly Connect

Next, you will see a trigger window and an action window. The trigger is the event that starts the workflow, and the action is what happens as a result. For this integration, select ‘Pabbly Form Builder’ as the application and ‘New Form Submission’ as the trigger event.

• Select ‘Pabbly Form Builder’ from the application list.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the generated webhook URL for later use.

This webhook URL is essential for connecting your Pabbly Form Builder to Pabbly Connect, allowing it to receive data from form submissions.

4. Configuring Pabbly Form Builder for Integration

Now, head over to your Pabbly Form Builder account. Open the form that you want to connect with Apollo CRM. Click on the ‘Edit’ button to modify the form settings. using Pabbly Connect

In the form settings, navigate to the ‘Integrations’ tab and click on ‘Create Webhook’. Paste the webhook URL you copied from Pabbly Connect and save the changes. This step ensures that every time the form is submitted, the data will be sent to Pabbly Connect.

Edit your form in Pabbly Form Builder. Go to the ‘Integrations’ tab and select ‘Create Webhook’. Paste the webhook URL and save the settings.

After saving, return to Pabbly Connect and click on the ‘Capture Webhook Response’ button to receive the data from the form submission.

5. Connecting Apollo CRM to Pabbly Connect

Once you have captured the webhook response, it’s time to connect Apollo CRM. In the action window of your workflow, select ‘Apollo CRM’ as the application and ‘Create Contact’ as the action event. using Pabbly Connect

You will need to provide your Apollo API key for authentication. You can find this key in your Apollo CRM account settings under the API section. After entering the API key, map the fields from the Pabbly Form Builder to Apollo CRM, ensuring that the customer details are accurately transferred.

Select ‘Apollo CRM’ from the application list. Choose ‘Create Contact’ as the action event. Map the fields from the form submission to the Apollo contact fields.

After mapping the fields, save the workflow. Your integration is now set up, and any new form submissions will automatically create contacts in your Apollo CRM.

Conclusion

In this tutorial, we learned how to integrate Pabbly Form Builder leads into Apollo CRM using Pabbly Connect. This integration streamlines your lead management process, allowing you to automatically create contacts in Apollo whenever a form is submitted. By following these steps, you can enhance your business operations with minimal effort.