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Instantly Send Website Leads to HubSpot CRM Without Manual Entry

Watch Step By Step Video Tutorial Below

1. Setting Up Pabi Connect for CRM Integration

To begin integrating CRM with Pabi Connect, first, navigate to the Pabi website. After visiting pabyt.com, sign in to your Pabi account. This step is crucial for accessing the necessary features for your integration.

Once signed in, locate the option for Pabi Connect on the dashboard. Click on it, and you will be directed to the workflow section where you can create new workflows. This is where the integration magic begins!

2. Creating a New Workflow in Pabi Connect

Next, you will create a new workflow specifically for integrating your website form with HubSpot CRM. Click on the “Create Workflow” button and name your workflow appropriately, such as “Instantly Send Website Leads to HubSpot CRM”.

Select a folder for your workflow, like “Task Forms Automation”.
Confirm the creation of your workflow.

After naming and selecting the folder, you will be prompted to add a trigger application. Here, you will select “Webhook by Pabi” as your trigger. This is essential for activating your workflow whenever there is a new form submission.

3. Configuring the Trigger for New Form Submissions

The next step involves configuring the trigger to capture new form submissions. Select the “Attach Webhook” option and click on connect. This will generate a Webhook URL, which you will need to integrate with your website form.

Copy the Webhook URL and paste it into your website form’s code. Make sure to replace any existing Webhook URL with this new one. This connection allows Pabi Connect to receive data from your website form.

4. Testing the Integration with Dummy Data

To ensure everything is working correctly, you will need to perform a test submission. Refresh your website form page and submit dummy details, such as a name, email, and phone number. This step is crucial for capturing the response in Pabi Connect.

Enter a name: Good User
Provide an email: [email protected]
Include a phone number.

After submitting the form, check your Pabi Connect workflow to see if the response has been captured successfully. If you see the details reflected, your trigger setup is functioning correctly!

5. Adding HubSpot CRM as an Action Application

Now that the trigger is set up, you need to add HubSpot CRM as the action application. Click on “Add New Action Step” and search for HubSpot CRM. Select “Create a Contact” as the action event and click connect.

Once connected, map the fields from your form submission to the corresponding fields in HubSpot CRM. For example, map the email address, first name, and phone number. This mapping ensures that the data flows correctly from your website form to HubSpot CRM.

After mapping all necessary fields, save and send a test request to confirm that a new contact is created in HubSpot CRM. Check your HubSpot account to verify that the contact has been added successfully.

Conclusion

Integrating CRM with Pabi allows you to automate lead capture seamlessly. By following this tutorial, you can efficiently connect your website form to HubSpot CRM using Pabi Connect. This setup enhances productivity and ensures that no leads are missed.