Integrate Typeform with LeadSquared Using Pabbly Connect: A Step-by-Step Guide

Learn how to create a LeadSquared lead on Typeform submission using Pabbly Connect. This detailed tutorial covers every step of the integration process. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Typeform with LeadSquared using Pabbly Connect, visit the Pabbly Connect homepage by typing ‘Pabbly.com/connect’ in your browser. This platform allows you to automate your tasks without any coding skills.

Once on the homepage, you will see options to sign in or sign up for free. If you are a new user, click on ‘Sign Up for Free’ to create an account. As an existing user, click ‘Sign In’ to access your dashboard. Pabbly Connect provides 100 free tasks every month for new users, allowing you to explore the software’s capabilities.

2. Creating a New Workflow in Pabbly Connect

After signing in, navigate to the dashboard of Pabbly Connect. To create a new workflow, click on the ‘Create Workflow’ option. A dialog box will appear where you need to name your workflow, such as ‘Create LeadSquared Lead on Typeform Submission’.

Select the appropriate folder for your workflow, such as ‘Automations for Lead Management’, and click ‘Create’. This action will open a new screen displaying two important sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result.

• Select Typeform as the Trigger Application.
• Choose ‘New Entry’ as the Trigger Event.
• Click on ‘Connect’ to establish the connection.

By completing these steps, you will have set up the initial part of your automation using Pabbly Connect.

3. Connecting Typeform to Pabbly Connect

To build the connection between Typeform and Pabbly Connect, click on the ‘Add New Connection’ option. You will be prompted to log into your Typeform account if you haven’t already done so. Once logged in, click on ‘Connect with Typeform’.

Pabbly Connect will request permission to access your Typeform account. Click ‘Accept’ to authorize the connection. After successful authorization, select the specific form you want to connect. For example, choose the ‘Real Estate Lead Form’ and click ‘Save and Send Test Request’. This action initiates a test submission to capture the response.

• Copy the form link from Typeform and submit it with dummy details.
• Ensure that all fields are filled out correctly for the test submission.
• Check Pabbly Connect for the captured response.

Once the response is captured, you can see all the details entered in the form. This confirms that the connection between Typeform and Pabbly Connect is successful.

4. Creating a Lead in LeadSquared

Next, you will set up the action step to create a lead in LeadSquared using Pabbly Connect. Select LeadSquared as the Action Application and choose ‘Create or Update Lead’ as the Action Event. Click ‘Connect’ to establish this connection.

To build the connection, you will need to enter the API Host, Access Key, and Secret Key from your LeadSquared account. Navigate to your LeadSquared account settings, find the API and Webhooks section, and copy the required credentials. Paste these into the respective fields in Pabbly Connect.

Access your LeadSquared account settings. Copy the API Host, Access Key, and Secret Key. Paste the credentials into Pabbly Connect.

After entering the credentials, map the fields such as Name, Email, and Phone Number from the Typeform response to LeadSquared fields. Click ‘Save and Send Test Request’ to complete the setup. This ensures that every new Typeform submission will create a lead in LeadSquared automatically.

5. Testing the Automation

To ensure that your automation is functioning correctly, submit another entry through the Typeform. Use different dummy details to test the process. Once submitted, navigate to your LeadSquared account and check the leads section.

If the setup is correct, you will see the new lead appear in LeadSquared with all the details filled out as per your Typeform submission. This confirms that the automation created with Pabbly Connect is working seamlessly.

Each time a new form submission occurs, the lead will be added automatically to your LeadSquared account without any manual effort, showcasing the efficiency of using Pabbly Connect for integrations.

Conclusion

In this tutorial, we explored how to create a LeadSquared lead on Typeform submission using Pabbly Connect. By following the steps outlined, you can automate your lead generation process effectively. This integration saves time and ensures that every lead is captured accurately.