How to Add Leads to Vtiger CRM Automatically

Learn how to automatically add leads to Vtiger CRM using Pabbly Connect. This detailed tutorial covers all the steps for seamless integration. 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. Access Pabbly Connect to Start Automation

To automatically add leads to Vtiger CRM, you first need to access Pabbly Connect. Start by logging into your Pabbly Connect account. If you are new, visit Pabbly.com/connect and click on ‘Sign up for free’ to create an account.

Once logged in, you will see the dashboard. Click on the ‘Create Workflow’ button. You can choose to create from scratch or select from existing templates. For this tutorial, we will start from scratch to set up our automation.

2. Setting Up Your Workflow in Pabbly Connect

In your new workflow, you will need to set a trigger. Click on the ‘Add Trigger’ button and search for ‘Google Ads’. Select ‘New Lead Form Entry’ as the event. This will allow Pabbly Connect to capture leads from your Google Ads campaigns automatically. using Pabbly Connect

• Click on ‘Connect’ to get the webhook URL.
• Copy this URL and paste it in your Google Ads lead form settings under lead delivery.
• Send a test lead to ensure Pabbly Connect captures the data correctly.

After sending the test data, Pabbly Connect will automatically capture the response. You can choose to continue using this test lead or wait for a real lead.

3. Integrating Vtiger CRM with Pabbly Connect

Next, you need to add an action step to send the lead information to Vtiger CRM. Click on ‘Add New Action Step’ and search for ‘Vtiger CRM’. Select ‘Create Contact’ as the action event. This setup will ensure that every new lead from Google Ads is added to your Vtiger CRM. using Pabbly Connect

If you have already set up a connection with Vtiger CRM, you can select it. Otherwise, click on ‘Add New Connection’ and provide your Vtiger username, access key, and domain. To find these, go to your Vtiger account and navigate to ‘My Preferences’.

• Copy your email address as the username.
• Get the access key from the same preferences page.
• For the domain, copy the URL up to ‘/view’.

Once connected, you can map the lead details from Google Ads to the fields in Vtiger CRM.

4. Mapping Lead Details to Vtiger CRM

With the connection established, it’s time to map the lead details. In the Vtiger CRM action step, select the contact type as ‘Lead’. For the first name, last name, email, and phone number, use the mapping feature in Pabbly Connect to pull data from the previous step.

Mapping allows you to dynamically insert data from the lead form into Vtiger CRM. After mapping the necessary fields, click on ‘Send Test Request’ to ensure the data is sent correctly. If successful, you will see a confirmation message.

Once the test is successful, you can refresh your Vtiger CRM contact list, and the new lead will appear there automatically. This confirms that your automation is working as intended, allowing you to add leads to Vtiger CRM automatically.

5. Conclusion: Automate Your Lead Management with Pabbly Connect

In conclusion, using Pabbly Connect to integrate Google Ads with Vtiger CRM streamlines your lead management process. This automation saves you time and reduces manual entry errors.

By following the steps outlined above, you can easily set up your own automation to add leads to Vtiger CRM automatically. Take advantage of the free trial offered by Pabbly Connect to explore its features and enhance your business operations.