Integrating Pipeline CRM with Swipe Pages Using Pabbly Connect

Learn how to integrate Pipeline CRM with Swipe Pages using Pabbly Connect. Follow this step-by-step tutorial for seamless automation. 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 begin integrating Pipeline CRM with Swipe Pages, you first need to access Pabbly Connect. Start by visiting the Pabbly website and logging into your account. If you are a new user, you can sign up for a free trial to explore its features.

Once logged in, navigate to the dashboard where you will find various Pabbly applications. Click on Pabbly Connect to start creating your automation workflow. This platform allows you to connect different applications seamlessly without any coding knowledge.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, create a new workflow by clicking on the ‘Create Workflow’ button. You will be prompted to name your workflow; enter a descriptive name such as ‘Create Pipeline CRM Person on Swipe Pages Form Submission’. Select the folder where you want to save this workflow.

• Click on ‘Create’ to proceed.
• In the workflow window, you will see options for setting a trigger and action.
• Select ‘Swipe Pages’ as your trigger application.

This setup is crucial as it defines how Pabbly Connect will respond to new form submissions from Swipe Pages. By establishing this connection, you ensure that leads are automatically added to your Pipeline CRM.

3. Setting Up the Trigger for Swipe Pages

In the workflow setup, after selecting Swipe Pages as the trigger, choose the event as ‘New Form Submission’. You will then receive a webhook URL from Pabbly Connect which you will use to link your Swipe Pages account.

Next, log into your Swipe Pages account and navigate to the form you want to automate. Click on the three dots to access the integration settings. Here, you will set up a new integration using the webhook URL provided by Pabbly Connect. This step is essential for ensuring that every new submission triggers the workflow.

4. Mapping Data to Pipeline CRM

Once your trigger is set, the next step involves mapping the data from Swipe Pages to Pipeline CRM using Pabbly Connect. Select Pipeline CRM as your action application and choose the event ‘Create Person’. Connect your Pipeline CRM account by providing the necessary API key and app key.

• Map the fields such as first name, last name, email, and phone number from the submission data.
• Ensure that you split the full name into first and last names using the Text Formatter by Pabbly.
• After mapping, test the workflow to verify that the data is correctly sent to Pipeline CRM.

This mapping ensures that every new lead captured through your Swipe Pages form is automatically created as a person in your Pipeline CRM, streamlining your lead management process.

5. Testing the Workflow Integration

Once your workflow is fully set up, it’s time to test it. Submit a test entry through your Swipe Pages form. After submission, check Pabbly Connect for the captured response. This will confirm that the data flow from Swipe Pages to Pipeline CRM is functioning correctly.

If successful, you should see the new person created in your Pipeline CRM with the details entered in the form. This automation not only saves time but also ensures that no leads are missed, allowing your sales team to follow up efficiently.

Conclusion

In this tutorial, we explored how to integrate Pipeline CRM with Swipe Pages using Pabbly Connect. This process enables seamless lead management by automating the addition of new leads to your CRM. By following these steps, you can enhance your business’s efficiency and response time to potential customers.