How to Add Graphy Subscribers to LeadSquared CRM Using Pabbly Connect

Learn how to seamlessly integrate Graphy subscribers into LeadSquared CRM using Pabbly Connect with this detailed step-by-step tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, access Pabbly Connect by visiting Pabbly.com/connect. This is where you will create a seamless workflow between Graphy and LeadSquared CRM.

Once on the landing page, you can either sign in if you are an existing user or click on ‘Sign up for free’ to create a new account. Signing up takes just a couple of minutes, and you will receive 100 free tasks upon account creation.

2. Creating a Workflow in Pabbly Connect

After signing in, navigate to the dashboard and click on the ‘Create Workflow’ button. Here, you will name your workflow, such as ‘Add Graphy Subscribers to LeadSquared CRM,’ which will allow you to automate the process of adding new subscribers as leads.

• Click on ‘Create’ to proceed to the next step.
• Select Graphy as the trigger application.
• Choose ‘New Subscriber’ as the trigger event.

Once selected, you will receive a webhook URL. This URL acts as a bridge allowing Pabbly Connect to access subscriber information from Graphy.

3. Setting Up Graphy for Integration

Log in to your Graphy account and navigate to the ‘Integrations’ section. Here, you will find third-party integrations, including Pabbly Connect.

• Select ‘New Subscriber’ as the event to send.
• Paste the webhook URL from Pabbly Connect.
• Click on ‘Test’ to ensure the webhook is triggered successfully.

Once the test is successful, click on ‘Save’ to finalize the integration in Graphy. This enables Pabbly Connect to capture subscriber data when a new subscriber is added.

4. Connecting LeadSquared CRM in Pabbly Connect

Next, return to Pabbly Connect and set LeadSquared CRM as the action application. Choose the action event as ‘Create or Update Lead.’ This step is crucial as it allows you to automatically create leads in your CRM based on new subscribers from Graphy.

To connect LeadSquared CRM, click on ‘Connect’ and select ‘Add New Connection.’ You will need the API key, secret key, and API host from your LeadSquared account. Follow these steps:

Log in to your LeadSquared account and navigate to Settings. Access the API and Webhooks section to retrieve your API access key and secret key. Paste the API details into Pabbly Connect and click on ‘Save.’

This completes the connection setup and allows Pabbly Connect to send subscriber data to LeadSquared CRM.

5. Mapping Data and Testing the Integration

Now, it’s time to map the data received from Graphy to the fields in LeadSquared CRM. Use the data captured from the webhook response to fill in the necessary fields such as first name, last name, email address, and phone number.

To split the full name into first and last names, utilize the Text Formatter feature in Pabbly Connect. Set the action event to ‘Split Text’ and specify a space as the separator. This ensures that the information is accurately mapped to the CRM.

Save and send a test request to confirm that the lead is created in LeadSquared CRM. Check LeadSquared to see if the new lead appears correctly.

Once confirmed, your integration is complete, and you can now automatically add new Graphy subscribers as leads in LeadSquared CRM using Pabbly Connect.

Conclusion

Integrating Graphy subscribers into LeadSquared CRM using Pabbly Connect streamlines your workflow, ensuring that every new subscriber is automatically added as a lead. This process enhances efficiency and allows you to manage your leads effectively.

With the steps outlined in this tutorial, you can easily set up this integration and leverage the powerful capabilities of Pabbly Connect for your business needs.