Integrating Tag Mango Leads into HubSpot CRM Using Pabbly Connect

Learn how to automate adding Tag Mango leads to HubSpot CRM using Pabbly Connect with this step-by-step tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

Setting Up Pabbly Connect for Integration

To start integrating Tag Mango leads into HubSpot CRM, you first need to set up Pabbly Connect. This platform allows you to automate workflows without any coding. Begin by signing up for a free account on Pabbly Connect, which you can do in just a couple of minutes.

Once you have your account, log in to the Pabbly Connect dashboard. From here, you will create a new workflow. Click on the ‘Create Workflow’ button, name your workflow (for example, ‘Tag Mango to HubSpot’), and select the appropriate folder for your automation. After naming it, click on ‘Create’ to proceed.

Setting Up the Trigger for Tag Mango

The next step involves setting up the trigger for your workflow in Pabbly Connect. The trigger is essential as it defines when the automation will start. In the trigger window, search for ‘Tag Mango’ and select it.

For the trigger event, choose ‘New Lead Capture’ from the dropdown. Click on ‘Connect’ and then select ‘Add New Connection’. You will need to enter the API key from your Tag Mango account, which can be found under the Automation settings. Copy the API key and paste it into Pabbly Connect, then click on ‘Save’.

• Search for Tag Mango in the trigger setup.
• Select ‘New Lead Capture’ as the trigger event.
• Enter your API key from Tag Mango and save the connection.

After saving, select the specific Tag Mango landing page from which you want to capture leads. Click on ‘Save and Send Test Request’ to verify that Pabbly Connect is ready to receive new lead data.

Setting Up the Action to Add Contacts in HubSpot

Once the trigger is configured, you need to set up the action step in Pabbly Connect to send the lead data to HubSpot. In the action window, search for ‘HubSpot CRM’ and select it. Choose the action event ‘Create Contact’ from the dropdown.

Click on ‘Connect’ and select ‘Add New Connection’. Pabbly Connect will automatically detect your logged-in HubSpot account. Choose the account and proceed. Now, you will need to map the data fields from Tag Mango to HubSpot.

• Search and select HubSpot CRM in the action setup.
• Choose ‘Create Contact’ as the action event.
• Map the fields from Tag Mango to HubSpot, like name, email, and phone number.

After mapping the necessary fields, click on ‘Save and Send Test Request’ to check if the contact is created successfully in HubSpot.

Testing Your Automation Workflow

After setting up the integration between Tag Mango and HubSpot through Pabbly Connect, it’s crucial to test the workflow. To do this, go back to your Tag Mango account and submit a new lead using the form on your landing page.

Once the lead is submitted, return to Pabbly Connect to see if the lead details have been captured. You should see the lead information reflected in the Pabbly Connect workflow. If everything is set up correctly, the lead should now be present in your HubSpot CRM as a contact.

This testing phase ensures that your automation is working as intended. If the lead appears in HubSpot, your integration is successful, and you can now automate the process of adding leads without manual intervention.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the integration of Tag Mango leads into HubSpot CRM. By following the outlined steps, you can streamline your lead management process and enhance your marketing efforts.

Using Pabbly Connect for this integration allows you to efficiently manage your leads without the need for manual data entry, ensuring that your CRM is always up-to-date with new contacts.