How to Integrate Trigger and Select for New Leads Automation

Learn how to automate the import of verified leads from Trigger to Select using Pabbly Connect. Step-by-step guide with detailed instructions. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Trigger Integration for New Leads

To begin the integration with Trigger, you must establish a connection that allows for the automatic import of new leads. This process starts by accessing the Pabbly Connect dashboard where you can create a new workflow. In this workflow, the trigger application is crucial.

After creating the workflow, select Trigger as your application and choose the event as ‘New or Updated Record’. This event will initiate the workflow whenever a new lead is verified in your system.

2. Connecting to the Select Application

Once the trigger is set, the next step involves connecting to the Select application. This connection enables the data flow from Trigger to Select. You will need to click on the connect button and grant access to your Select application.

• Click on ‘Add New Connection’ to link Select.
• Choose the relevant folder where you want to save your workflow.
• Select your base that contains the new leads data.

After granting access, ensure that your Select application is correctly linked to receive data from the Trigger application. This step is essential for the automation process.

3. Mapping Lead Data Between Trigger and Select

Mapping the lead data is a critical step in the integration process. This involves setting up the fields that will transfer information from Trigger to Select. You will need to create fields in your Select application that correspond to the data fields from Trigger.

To achieve this, you must specify the field names such as ‘Name’, ‘Email’, ‘Phone Number’, and ‘Address’. Make sure to use the same field names as in your Trigger application to avoid any discrepancies during data transfer.

• Add a field for ‘Verification Status’ to filter leads.
• Ensure the ‘Modified On’ field is set to capture changes.
• Use the formula for last modified time in your mapping.

Once the fields are mapped, you can test the connection to verify that the data flows correctly between Trigger and Select. This step ensures that only verified leads are imported into your Select application.

4. Filtering Verified Leads for Import

To ensure that only verified leads are imported into Select, you need to set up a filter in your workflow. This filter will check the verification status of each lead. By using the filter option in Pabbly Connect, you can specify that only leads marked as ‘Done’ or ‘Verified’ should be processed.

Set up the filter by selecting the verification status from the Trigger response. This will allow you to automate the process of importing only those leads that meet the criteria specified in your filter.

Select the filter type as ‘Equal To’ for verification status. Enter ‘Done’ as the value to filter verified leads. Test the filter to ensure it works correctly.

By implementing this filter, you ensure that your Select application only receives leads that are genuinely interested or verified, enhancing the efficiency of your lead management process.

5. Importing Verified Leads into Select

After filtering the verified leads, the final step is to import these leads into Select. This involves creating a new record in your Select application based on the filtered data from Trigger. You will need to select the action event as ‘Create Record’ in your workflow.

During this process, ensure that you map all the necessary fields from the Trigger response to the corresponding fields in Select. This will ensure that all lead information is accurately transferred.

Confirm the record creation by testing the action. Check the Select application for the newly imported lead. Ensure all fields have been populated correctly.

Once the records are successfully imported into Select, your automation is complete. You can now manage your leads more efficiently, focusing on verified and interested prospects.

Conclusion

This guide demonstrates how to integrate Trigger and Select for automating the import of new leads. By following these steps, you can streamline your lead management process and ensure that only verified leads are processed efficiently.