Integrate Typeform Leads into Flowlu CRM Using Pabbly Connect

Learn how to automate adding Typeform leads to Flowlu CRM using Pabbly Connect in this detailed step-by-step tutorial. 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. Accessing Pabbly Connect for Integration

To integrate Typeform leads into Flowlu CRM, the first step is to access Pabbly Connect. You can create a free account on Pabbly Connect, which provides 100 free automation tasks every month. After signing up, log in to your Pabbly Connect dashboard.

On the dashboard, click on the ‘Create Workflow’ button to begin setting up your automation. Name your workflow, such as ‘Add Leads from Typeform into Flowlu CRM Automatically’, and click on the ‘Create’ button to proceed.

2. Setting Up the Trigger with Typeform

In the workflow setup, the next step involves setting up the trigger. Select Pabbly Connect as the integration platform and choose Typeform as your trigger application. In the trigger event, select the ‘New Entry’ option.

After connecting to Typeform, you will need to authorize the connection by logging in and granting permission. Once connected, select the specific Typeform you want to use for collecting leads. After saving, test the connection by sending a test request.

• Log in to your Typeform account and authorize Pabbly Connect.
• Select the form from which you want to capture leads.
• Submit a test entry to generate data for mapping.

After submitting a test entry, you will see the response data reflected in Pabbly Connect, confirming that the trigger is set up correctly.

3. Connecting Flowlu CRM as Action

With the Typeform trigger established, the next step is to connect Flowlu CRM as the action application in Pabbly Connect. Search for Flowlu and select it. Choose the action event as ‘Create CRM Account’ to add new contacts automatically.

To connect to Flowlu, you will need to provide your API key and account URL. Retrieve the API key from your Flowlu account by navigating to ‘System Settings’ and then ‘API Settings’. Create a new API key if necessary, copy it, and paste it into Pabbly Connect.

• Navigate to your Flowlu dashboard and access API Settings.
• Copy the API key and paste it into the Pabbly Connect setup.
• Enter your Flowlu account URL in the specified field.

Once connected, map the fields from Typeform to Flowlu, ensuring that all necessary details like first name, last name, and email are correctly aligned.

4. Testing the Integration

After setting up the action in Pabbly Connect, it’s essential to test the integration. Click on ‘Save and Send Test Request’ to send the data to Flowlu. If everything is configured correctly, a new contact will be created in your Flowlu CRM.

Check your Flowlu CRM contacts list to verify that the new lead from Typeform has been added successfully. This step confirms that your automation is functioning as intended, allowing for seamless lead management.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the integration of Typeform leads into Flowlu CRM. By following these steps, you can streamline your lead management process, saving time and effort while ensuring that no lead goes untracked.

With Pabbly Connect, you can easily set up this automation without any coding knowledge, enhancing your business efficiency. Start automating your workflows today with Pabbly Connect!