Learn how to automate LeadSquared lead creation from Wix Forms submissions using Pabbly Connect. Step-by-step guide with exact details. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below


1. Access Pabbly Connect for Integration

To start integrating Wix Forms with LeadSquared, access Pabbly Connect. This platform enables seamless automation between different applications without any coding skills. First, navigate to the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser.

Once on the site, sign in to your Pabbly account. If you don’t have an account, you can sign up for free. After signing in, you will be directed to the dashboard where you can create and manage your automation workflows.


2. Create a New Workflow in Pabbly Connect

In this step, you will create a new automation workflow in Pabbly Connect to link Wix Forms and LeadSquared. Click on the ‘Create New Workflow’ button on your dashboard. This will prompt you to name your workflow.

  • Name your workflow, e.g., ‘Wix Forms to LeadSquared’.
  • Choose a trigger event, which will be the Wix Forms submission.
  • Select the appropriate Wix Forms trigger from the list.

After naming your workflow, click on the ‘Create’ button to proceed. Your workflow will now be set to trigger whenever a new form submission occurs in Wix.


3. Configure the Wix Forms Trigger

Next, you need to configure the Wix Forms trigger within Pabbly Connect. Select the specific form from which you want to capture submissions. This is crucial to ensure that only the relevant submissions trigger the automation.

  • Choose the form you are using for lead generation.
  • Set the trigger to activate on every new submission.
  • Test the trigger to ensure it captures the data correctly.

Once the trigger is set, proceed to test it by submitting a sample form entry. This will help confirm that Pabbly Connect is correctly receiving the data from Wix Forms.


4. Set Up the Action to Create a Lead in LeadSquared

After configuring the trigger, it’s time to set up the action in Pabbly Connect that will create a lead in LeadSquared. Select LeadSquared as the action application and choose the action event ‘Create Lead’.

Next, you will need to fill out the required fields for creating a lead. For this, use the data captured from the Wix Forms submission. Map the fields from Wix to LeadSquared accurately, ensuring that all necessary information is transferred.


5. Test the Integration and Finalize

Finally, test the entire integration process to ensure everything is functioning as expected. Submit another form entry in Wix and check if a new lead is created in LeadSquared through Pabbly Connect.

If the test is successful, activate your workflow. This means that every new submission in Wix Forms will automatically create a lead in LeadSquared, streamlining your lead generation process.

With this setup, you can now efficiently manage leads without manual data entry, saving time and reducing errors.


Conclusion

Integrating Wix Forms with LeadSquared using Pabbly Connect automates the lead creation process. This tutorial provided a step-by-step guide to streamline your lead generation efforts effectively.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.