Integrate Typeform Leads to Apollo CRM Using Pabbly Connect

Learn how to integrate Typeform leads into Apollo CRM effortlessly using Pabbly Connect. Follow this step-by-step tutorial for seamless automation. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Understanding Typeform and Apollo CRM with Pabbly Connect

In this section, we will explore how Pabbly Connect facilitates the integration of Typeform and Apollo CRM. Typeform is a powerful form-building application, while Apollo CRM serves as a customer relationship management tool. By integrating these two applications using Pabbly Connect, businesses can automate the process of adding leads captured through Typeform directly into Apollo CRM.

When a customer fills out a Typeform, their details can be seamlessly transferred to Apollo CRM. This integration helps in managing customer data effectively and allows for better communication regarding offers and promotions. The automation process eliminates manual entry errors and saves time.

2. Setting Up Pabbly Connect for Integration

To start the integration process, visit Pabbly Connect by typing ‘Pabbly.com’ in your browser. Navigate to the products section and select Pabbly Connect. If you are a new user, click on the ‘Sign Up for Free’ option to create an account. Existing users can simply sign in.

• Click on the ‘+’ icon to create a new workflow.
• Name your workflow, such as ‘Add Typeform Leads to Apollo CRM’.
• Select Typeform as the trigger application and choose ‘New Entry’ as the trigger event.

After setting up the trigger, you will need to connect your Typeform account to Pabbly Connect. Make sure you are logged into your Typeform account to authorize the connection. Once connected, select the form you want to use for capturing leads.

3. Capturing Lead Data from Typeform

Once you have selected your Typeform, it’s time to test the integration. Fill out the Typeform with a sample lead’s details. For example, enter the first name as ‘Adam’, last name as ‘Smith’, email as ‘[email protected]’, mobile number, and company name as ‘Pabbly’.

After submitting the form, return to Pabbly Connect and click on ‘Save and Send Test Request’. This action will capture the lead data from the Typeform submission. You should see the details like first name, last name, email, and company name in the response section of Pabbly Connect.

4. Creating a Contact in Apollo CRM via Pabbly Connect

Next, you need to create a contact in Apollo CRM using the captured lead data. In Pabbly Connect, select Apollo CRM as the action application and choose ‘Create Contact’ as the action event. Click on ‘Connect’ to link your Apollo CRM account.

• Obtain your Apollo API key from the settings tab under integrations.
• Paste the API key into Pabbly Connect to establish the connection.
• Map the fields from Typeform to Apollo CRM, including first name, last name, email, and company name.

After mapping the fields, click on ‘Save and Send Test Request’. This will create a new contact in Apollo CRM with the details captured from Typeform.

5. Verifying Integration Success with Pabbly Connect

To verify that the integration is successful, navigate to your Apollo CRM account and check the contacts section. You should see the newly created contact, such as ‘Adam Smith’, along with the associated details. This confirms that Pabbly Connect has successfully transferred the lead data from Typeform to Apollo CRM.

To further test the integration, fill out the Typeform again with different lead details and check Apollo CRM for the new contact. For example, enter a new lead named ‘Kuldip Jain’ and verify that this contact appears in Apollo CRM after submission.

Conclusion

In conclusion, integrating Typeform leads into Apollo CRM using Pabbly Connect streamlines the process of managing customer data. This automation eliminates manual data entry, ensuring that leads are captured accurately and efficiently. By following the steps outlined in this tutorial, businesses can enhance their customer relationship management effortlessly.