Automatically Add New LeadSquared Leads to Exotel as Contact Using Pabbly Connect

Learn how to automatically add new leads from LeadSquared to Exotel as contacts using Pabbly Connect in this step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To start integrating LeadSquared with Exotel, you need to set up Pabbly Connect. Begin by visiting the Pabbly Connect dashboard by navigating to Pabbly.com/connect. From here, create a free account to get started with 100 free automation tasks each month.

Once logged in, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this integration, you might name it ‘LeadSquared to Exotel Automation’. After naming, click the ‘Create’ button to proceed to the workflow page.

2. Configuring the Trigger in Pabbly Connect

In this step, you will configure the trigger for your workflow using Pabbly Connect. The trigger will be set to detect any new lead in LeadSquared. Select LeadSquared as your trigger application and choose the trigger event as ‘New Lead’.

• Choose LeadSquared from the application list.
• Select ‘New Lead’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, navigate to your LeadSquared account. Access the settings and find the API and Webhooks section. Here, create a new webhook, select the event for lead creation, and paste the copied URL. Save the settings to establish the connection.

3. Capturing Lead Data from LeadSquared

With the webhook set up, the next step in Pabbly Connect is to capture the lead data. Click on the ‘Recapture Webhook Response’ button to prepare for testing the connection. This step ensures that the data from LeadSquared is correctly captured.

To test the webhook, create a new lead in LeadSquared. Fill in the necessary details such as name, email, and phone number, then save the lead. Once saved, return to Pabbly Connect and check if the lead data has been captured successfully. You should see the lead’s details like first name, last name, and contact information in the response section.

4. Formatting Phone Number for Exotel

Before adding the lead as a contact in Exotel, you need to format the phone number correctly. Use the Text Formatter feature in Pabbly Connect to split the phone number and remove any unwanted characters.

• Select the Text Formatter app in Pabbly Connect.
• Choose the action event as ‘Split Text’ and map the phone number.
• Use the dash as a separator to split the country code and phone number.

After formatting, you will have the country code and phone number ready for integration with Exotel. This ensures that the contact can be created without errors in formatting.

5. Creating a Contact in Exotel

The final step in this integration process using Pabbly Connect is to create a contact in Exotel. Select Exotel as the action application and choose ‘Create Contact’ as the action event. Connect your Exotel account by entering the required API credentials.

Map the lead data captured earlier to the appropriate fields in Exotel, such as first name, last name, phone number, and email. Ensure the phone number is formatted correctly using the results from the Text Formatter step. After mapping all fields, click on ‘Save and Send Test Request’ to create the test contact.

Check your Exotel account to confirm that the new contact has been created successfully. This integration allows you to automate lead management effectively, ensuring that every new lead in LeadSquared is instantly available in Exotel.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically add new leads from LeadSquared to Exotel as contacts. By following these steps, you can streamline your lead management process and improve communication efficiency.