Integrating India M Leads with V Tiger CRM Using Pabbly Connect

Learn how to automate lead management by integrating India M with V Tiger CRM using Pabbly Connect in this detailed tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the process, you need to access Pabbly Connect. Open a new tab in your browser and search for Pabbly Connect. This will direct you to the Pabbly Connect landing page.

On the landing page, you will see options to sign in or sign up. If you are new to Pabbly Connect, click on the ‘Sign Up for Free’ button. This process takes only two minutes, and you will receive 100 free tasks every month. If you already have an account, simply sign in.

2. Creating a Workflow in Pabbly Connect

After signing in, you will be redirected to the Pabbly Connect dashboard. Here, click on the ‘Create Workflow’ button to initiate a new workflow. You will be prompted to name your workflow, so enter a suitable name like ‘Create India M Leads as V Tiger Contact’. using Pabbly Connect

• Click on the folder selection tab to choose where to save your workflow.
• Select the appropriate folder, for example, the ‘India M’ folder.
• After selecting the folder, click on the ‘Create’ button.

This action will take you to the workflow setup window, where you will see two main sections: Trigger and Action. The Trigger is the event that starts the workflow, and the Action is what happens as a result.

3. Setting Up Trigger for India M Leads

To set up the Trigger, you need to search for your trigger application, which in this case is Pabbly Connect integrated with India M. Select India M from the list of applications.

Next, you will need to choose a Trigger Event. In this scenario, select ‘New Leads’ as your Trigger Event. This will notify Pabbly Connect whenever a new lead is generated from India M.

• Copy the Webhook URL provided by Pabbly Connect.
• Log into your India M account and navigate to the Lead Manager.
• Access the Import/Export Lead option and select Push API for integration.

By following these steps, you will create a connection between India M and Pabbly Connect, allowing for seamless data transfer.

4. Action Setup with V Tiger CRM

After setting up the Trigger, you will now configure the Action by selecting V Tiger CRM as your action application in Pabbly Connect. Click on the action event dropdown and choose ‘Create Contact’. This step is crucial for adding new leads as contacts in your CRM.

To connect V Tiger CRM with Pabbly Connect, you will need to input your username, access key, and domain. To get your domain, log into V Tiger and navigate to the path URL, copying it without the protocol and trailing slash.

In V Tiger, go to the Admin icon and select Preferences to find your username and access key. Paste the username and access key into the corresponding fields in Pabbly Connect. Click on ‘Save’ to finalize the connection.

After saving, you can start mapping the lead details received from India M to create a new contact in V Tiger CRM.

5. Mapping Lead Details to Create Contacts

With the connection established, the next step is to map the lead details from India M to create a new contact in V Tiger. In Pabbly Connect, you can retrieve data from the previous steps using a technique called mapping.

Begin by selecting the fields in V Tiger where you want to map the lead information. For example, map the first name, last name, email address, and mobile number of the lead. This ensures that every time a new lead comes in, the corresponding details are automatically filled in.

Select the contact type as ‘Lead’ in V Tiger. Map the necessary fields like name, email, and phone number to the corresponding lead data from India M. Once all fields are mapped, click on ‘Save and Send Test’ to verify the setup.

If the mapping is successful, you will receive a positive response indicating that a new contact has been created in V Tiger CRM. This automation allows for efficient lead management without manual intervention.

Conclusion

Using Pabbly Connect to integrate India M with V Tiger CRM simplifies lead management by automating the process of creating contacts from new leads. This setup enhances efficiency and ensures that no leads are missed, allowing your sales team to focus on follow-ups effectively.