Automate Incoming Leads from Gmail to LeadSquared CRM Using Pabbly Connect

Learn how to automate the process of adding incoming leads from Gmail to LeadSquared CRM using Pabbly Connect. Follow our step-by-step tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Gmail and LeadSquared CRM

To begin automating incoming leads from Gmail to LeadSquared CRM, first access Pabbly Connect by visiting Pabbly.com/connect. Create a free account to get started, which includes 100 free tasks to use for your automation needs.

Once logged in, navigate to the dashboard and click on the blue button labeled ‘Create Workflow’. Name your workflow, for example, ‘Gmail to LeadSquared CRM’ and click on ‘Create’. This will allow you to set up the trigger and action to automate the lead generation process.

2. Configuring Email Parser with Pabbly Connect

In this step, you will configure the Email Parser to collect data from incoming emails in Gmail. Select the Email Parser as the trigger app in Pabbly Connect. You will be provided with a unique email address that will be used to forward emails from your Gmail account.

• Copy the provided email address from Pabbly Connect.
• Go to your Gmail settings, and under ‘Forwarding and POP/IMAP’, add the copied email address as a forwarding address.
• You will receive a confirmation code in Pabbly Connect; use it to verify the forwarding setup in your Gmail account.

After verifying, your Gmail account will automatically forward incoming emails to the Email Parser in Pabbly Connect, allowing you to capture leads seamlessly.

3. Filtering Leads for LeadSquared CRM

Now that your Email Parser is set up, you need to filter the incoming emails to ensure only relevant leads are processed. In Pabbly Connect, add a filter step to specify conditions that incoming emails must meet to be added to LeadSquared CRM.

• Set the filter to check if the subject line contains specific keywords such as ‘issue’, ‘workflow’, or ‘feedback’.
• If any of these conditions are met, the workflow will proceed to the next step.

This filtering process ensures that only pertinent inquiries are sent to LeadSquared CRM, optimizing your lead management.

4. Adding Leads to LeadSquared CRM

With the filtering in place, the next step is to add the filtered leads to LeadSquared CRM. In Pabbly Connect, select LeadSquared CRM as the action app and choose the action event as ‘Create or Update a Lead’.

You will then be required to connect your LeadSquared CRM account by entering your Access Key, Secret Key, and API Host, which can be found in the API settings of your LeadSquared account. Once connected, map the fields from the Email Parser response to the corresponding fields in LeadSquared CRM.

5. Automating Your Lead Management with Pabbly Connect

Once you have completed the setup, your workflow will automatically add incoming leads from Gmail to LeadSquared CRM whenever an email meets the specified criteria. This automation through Pabbly Connect not only saves time but also ensures that no potential customer query goes unanswered.

By following this tutorial, you have successfully integrated Gmail with LeadSquared CRM using Pabbly Connect, making your lead management process efficient and streamlined.

Conclusion

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

To summarize, Pabbly Connect facilitates the automation of adding incoming leads from Gmail to LeadSquared CRM, ensuring that your business can respond to customer inquiries promptly and effectively.