How to Sync Stackby Data to Encharge & Flowlu CRM Automatically Using Pabbly Connect

Learn how to automatically sync Stackby data to Encharge and Flowlu CRM using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To begin syncing Stackby data to Encharge and Flowlu CRM, you need to set up Pabbly Connect. First, visit the Pabbly website and navigate to the Pabbly Connect product page. Sign up for a free account if you are a first-time user. This account provides you with 100 tasks free every month, allowing you to automate processes seamlessly.

Once logged in, access the dashboard of Pabbly Connect. Here, you will create a new workflow by clicking on the plus sign and selecting ‘Create Workflow’. Name your workflow appropriately, such as ‘Sync Stackby to Encharge and Flowlu’, and click on ‘Create’ to proceed with the integration setup.

2. Creating the Trigger in Pabbly Connect

The next step involves setting up a trigger in Pabbly Connect to initiate the workflow whenever a new row is added to Stackby. In the trigger window, select Stackby from the application list and choose ‘New Row’ as the trigger event. Click on ‘Connect’ to establish a connection between Stackby and Pabbly Connect.

• Click on ‘Add New Connection’ and input your API key from your Stackby account.
• Select the workspace and stack you want to monitor for new entries.
• Choose the table name where the customer details are stored.

After configuring the trigger, ensure that you save your settings in Pabbly Connect. This step is crucial for capturing the customer data automatically whenever a new entry is created in Stackby.

3. Adding Encharge Integration in Pabbly Connect

Now that the trigger is set up, it’s time to add the action for Encharge in your Pabbly Connect workflow. In the action window, select Encharge as the application and choose ‘Add or Update Person’ as the action event. Click on ‘Connect’ to link your Encharge account with Pabbly Connect.

Authorize Pabbly Connect to access your Encharge account by clicking on ‘Allow’. Once connected, you will map the fields from Stackby to Encharge, including first name, last name, email address, and phone number. This mapping ensures that the correct data is transferred from Stackby to Encharge.

• Map the email address, first name, and last name fields from Stackby.
• Click on ‘Save and Send Test Request’ to verify the integration.

Once the test is successful, you will see the new contact added in your Encharge account. This confirms that Pabbly Connect is effectively syncing data between Stackby and Encharge.

4. Integrating Flowlu CRM Using Pabbly Connect

After successfully integrating Encharge, the next step is to connect Flowlu CRM through Pabbly Connect. Add another action step in your workflow and select Flowlu CRM as the application. Choose ‘Create CRM Account Contact’ as the action event and click on ‘Connect’.

Similar to the previous steps, authorize Pabbly Connect to access your Flowlu account. You will need to enter your Flowlu API key and account URL. This information is crucial for establishing a successful connection and allowing Pabbly Connect to send data to Flowlu CRM.

Map the first name, last name, email address, and phone number from Stackby to Flowlu CRM. Click on ‘Save and Send Test Request’ to ensure the data is captured correctly.

Once the test request is successful, you will see the new contact added to your Flowlu CRM. This integration showcases how Pabbly Connect streamlines the process of syncing data across multiple platforms.

5. Verifying the Integrations in Real-Time

To ensure everything is working correctly, you can test the integration in real-time. Go back to your Stackby account and create a new customer record. After entering the details, check both your Encharge and Flowlu accounts to verify that the new contact appears in both platforms.

Remember, the trigger in Pabbly Connect is polling-based, which means it may take a few moments for the data to sync. If you do not see the new contact immediately, wait for a short period and refresh both accounts. This real-time verification confirms that the integration is functioning as intended.

In summary, using Pabbly Connect, you have successfully set up an integration that automatically syncs Stackby data to Encharge and Flowlu CRM. This powerful automation not only saves time but also enhances your customer management process.

Conclusion

In this tutorial, you learned how to utilize Pabbly Connect to sync Stackby data with Encharge and Flowlu CRM automatically. This integration streamlines your workflow, allowing for efficient customer management and communication.