How to Collect Leads from Paperform & Add to Flowlu CRM Automatically Using Pabbly Connect

Learn how to collect leads from Paperform and automatically add them to Flowlu CRM using Pabbly Connect. Step-by-step tutorial with detailed instructions. 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. Introduction to Pabbly Connect for Integrating Paperform and Flowlu CRM

Pabbly Connect is a powerful automation tool that allows you to integrate various applications seamlessly. In this tutorial, we will focus on how to use Pabbly Connect to collect leads from Paperform and automatically add them to your Flowlu CRM account. This integration simplifies the process of managing customer data without requiring any coding skills.

To get started, you will need accounts for both Paperform and Flowlu CRM. Pabbly Connect will act as the intermediary, ensuring that every submission on your Paperform is captured and transferred directly to Flowlu CRM. This automated workflow saves time and ensures accuracy in your customer database.

2. Setting Up Pabbly Connect for Paperform and Flowlu Integration

To set up the integration, navigate to the Pabbly Connect website and sign up for an account if you haven’t already. Once logged in, you will access the dashboard where you can create a new workflow. Click on the plus sign to create a workflow and name it, for instance, ‘Collect Leads from Paperform and Add to Flowlu CRM’. using Pabbly Connect

• Visit the Pabbly Connect website and log in.
• Create a new workflow and name it appropriately.
• Set up the trigger event using Paperform.

After naming your workflow, you will see a trigger window and an action window. In the trigger window, select Paperform as your application and choose the trigger event as ‘New Form Submission’. This action will allow Pabbly Connect to capture every new submission made on your Paperform.

3. Configuring Paperform for Lead Collection

Next, you need to configure your Paperform to send submissions to Pabbly Connect. Log into your Paperform account and edit the form you want to use for lead collection. Under the ‘After Submission’ section, find the integrations and webhooks option.

Copy the webhook URL provided by Pabbly Connect and paste it into the Paperform webhook section. This allows Paperform to send the lead data to Pabbly Connect whenever someone submits the form. Make sure to save your changes in Paperform before proceeding.

4. Setting Up Flowlu CRM to Receive Leads

Now that your Paperform is configured, it’s time to set up Flowlu CRM to receive the leads. Go back to your Pabbly Connect dashboard and in the action window, select Flowlu CRM as the application. Choose the action event as ‘Create CRM Account Contact’. This step is crucial as it defines what happens to the data captured from Paperform. using Pabbly Connect

To connect Flowlu CRM, you will need your API key and account URL. Log into your Flowlu account, navigate to the system settings, and locate the API settings to generate a new API key. Copy this key and your account URL, then paste them into Pabbly Connect to establish the connection.

5. Testing the Integration between Paperform and Flowlu CRM

With everything set up, it’s essential to test the integration to ensure it works correctly. Fill out your Paperform with test data and submit it. Pabbly Connect will capture this submission and automatically create a new contact in your Flowlu CRM. using Pabbly Connect

Once the test submission is successful, check your Flowlu CRM to verify that the new contact appears with all the correct details. This confirms that your integration is functioning as intended and that Pabbly Connect is successfully linking Paperform submissions to Flowlu CRM.

Conclusion

Using Pabbly Connect, you can efficiently automate the process of collecting leads from Paperform and adding them to Flowlu CRM. This integration not only saves time but also enhances your data management capabilities, allowing for better customer relationship management. With just a few steps, you can set up a workflow that keeps your leads organized and accessible.