Automatically Add New Leads from Elementor Form in LeadSquared CRM Using Pabbly Connect

Learn how to automate adding new leads from Elementor Form to LeadSquared CRM using Pabbly Connect with this detailed step-by-step tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating the process of adding new leads from Elementor Form to LeadSquared CRM, you need to access Pabbly Connect. Open your browser and go to Pabbly Connect’s website. If you don’t have an account, click on ‘Sign Up Free’ to create one in just two minutes.

Once you have created your account or signed in, you will be directed to the Pabbly Connect dashboard. Here, click on ‘Create Workflow’ to initiate a new automation. Give your workflow a relevant name, such as ‘Elementor to LeadSquared’. This will help you identify the automation easily later on.

2. Setting Up the Trigger in Pabbly Connect

In Pabbly Connect, the first step is to set up the trigger that will initiate the workflow. For this automation, select Elementor as your app in the trigger window. This is where Pabbly Connect begins to facilitate the integration between your Elementor Form and LeadSquared CRM.

• Choose the app: Elementor
• Select trigger event: New Form Submission
• Copy the generated Webhook URL provided by Pabbly Connect

After copying the Webhook URL, you will need to connect this URL to your Elementor Form. Go to the form you created in Elementor, edit it, and navigate to the ‘Actions After Submit’ section. Here, select ‘Webhooks’ and paste the Webhook URL you copied from Pabbly Connect. After updating the form, your Elementor Form is now connected to Pabbly Connect.

3. Testing the Elementor Form Submission

Now that your Elementor Form is connected to Pabbly Connect, it’s time to test the integration. Preview your Elementor Form and make a test submission. Enter a dummy name, email, and phone number, then click ‘Send’ to submit the form.

After submitting the form, return to your Pabbly Connect dashboard. You should see that the test submission data has been captured in the trigger window. This confirms that the connection between Elementor and Pabbly Connect is working, and the data is flowing correctly.

4. Adding Leads to LeadSquared CRM

With the Elementor Form submission successfully captured in Pabbly Connect, the next step is to send this data to LeadSquared CRM. In the action window, search for LeadSquared and select it as your app.

• Choose action event: Create or Update Lead
• Connect your LeadSquared account by entering your API access key and secret key
• Map the fields from Elementor Form to LeadSquared fields

After mapping the fields, click on ‘Save and Send Test Request’. If everything is set up correctly, you will receive a positive response indicating that the lead has been successfully added to your LeadSquared account.

5. Verifying Leads in LeadSquared CRM

To ensure that the integration is working properly, you can verify the newly added lead in your LeadSquared CRM. Navigate to the leads section and check if the test lead you submitted through the Elementor Form appears in the list.

With Pabbly Connect, you have successfully automated the process of adding new leads from your Elementor Form to LeadSquared CRM. This integration not only saves time but also ensures that no lead is missed during the manual entry process.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically add new leads from an Elementor Form to LeadSquared CRM. By following the steps outlined, you can streamline your lead management process effectively and efficiently.