Automatically Send CRM Contacts into Business Proposals Application Using Pabbly Connect

Learn how to automatically send CRM contacts into a Business Proposals application using Pabbly Connect. Follow this detailed tutorial for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automatically send CRM contacts into a Business Proposals application, you need to start by accessing Pabbly Connect. Visit the website at Pabbly.com/connect and create your free account, which takes just two minutes.

Once logged in, navigate to the dashboard and click on the ‘Access Now’ button for Pabbly Connect. This will take you to the workflow creation area where you can set up your automation.

2. Creating a New Workflow in Pabbly Connect

In this step, you will create a workflow that connects your CRM to the Business Proposals application using Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow, such as ‘CRM to Business Proposals’.

• Click on the ‘Create’ button to proceed.
• You will then see options for setting up a trigger and an action.

Set the trigger to be the addition of a contact in your CRM. This will initiate the workflow whenever a new contact is added. Ensure you select the correct CRM application, such as Deskera CRM, from the list in Pabbly Connect.

3. Setting Up the Trigger in Pabbly Connect

Now you will configure the trigger by selecting Deskera as your CRM application in Pabbly Connect. Choose the trigger event as ‘New Contact Added’. This means that every time a new contact is added in Deskera, it will trigger the workflow.

Next, click on ‘Connect’ to establish a connection. You will need to enter your Deskera CRM credentials, including your username and password. After entering the details, click on ‘Save’ to connect.

• Once connected, click on ‘Save and Send Test Request’.
• Create a test contact in Deskera to capture the response.

After creating the test contact, check back in Pabbly Connect to see if the data for the new contact was captured successfully.

4. Setting Up the Action Step in Business Proposals Application

Once the trigger is set up, it’s time to configure the action step in Pabbly Connect. Search for the Business Proposals application and select it. The action event should be set to ‘Create Client’.

Click on ‘Connect’ and then choose to add a new connection. You will need the API key from the Business Proposals application. Find this in the integrations section of your Business Proposals dashboard.

Copy the API key and paste it into the corresponding field in Pabbly Connect. Map the required fields such as first name, last name, and email address from the test data.

Make sure to save and test the connection to verify that the client is added successfully in the Business Proposals application.

5. Finalizing the Integration in Pabbly Connect

In this final step, you will finalize the integration setup in Pabbly Connect. Ensure all required fields are mapped correctly. Use the data captured from the test contact to populate the client’s information in the Business Proposals application.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to check if the client is correctly added in the Business Proposals application. Refresh the application to see if the new client appears.

If successful, your automation is now complete! You can now automatically send CRM contacts into the Business Proposals application with ease.

Once set up, this workflow will run automatically whenever a new contact is added to your CRM, saving you significant time and effort.

Conclusion

In conclusion, using Pabbly Connect to automatically send CRM contacts into a Business Proposals application streamlines your workflow significantly. This integration allows you to save time and improve productivity by eliminating manual data entry.

By following the steps outlined in this tutorial, you can set up your automation quickly and efficiently, ensuring that every new CRM contact is seamlessly integrated into your Business Proposals application.