Integrating Typeform Leads with Encharge CRM Using Pabbly Connect

Learn how to integrate Typeform leads with Encharge CRM seamlessly using Pabbly Connect. Follow this detailed tutorial for step-by-step guidance. 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

1. Accessing Pabbly Connect for Integration

To start integrating Typeform with Encharge CRM, you need to access Pabbly Connect. First, create a free account on Pabbly Connect to get started with your automation tasks.

Log in to your Pabbly Connect account to reach the dashboard. Here, you will create a new workflow that connects Typeform to Encharge, enabling seamless lead management.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, click on the ‘Create Workflow’ button. In the name field, input a descriptive name for your workflow, such as ‘Add Leads from Typeform to Encharge CRM’.

• Click ‘Create’ to initialize your workflow.
• Set up the trigger and action for your automation.

The trigger for this workflow will be a new submission received from Typeform, while the action will be to add this person to the Encharge application. Setting these correctly is crucial for the integration to work as intended.

3. Setting Up the Trigger with Typeform

In the trigger section of Pabbly Connect, select Typeform as your application. Choose the trigger event as ‘New Entry’ to activate your workflow upon receiving a new form submission.

Next, click on ‘Connect’ and select ‘Add New Connection’. If prompted, log in to your Typeform account and accept the necessary permissions. After connecting, select the specific form you want to use for lead generation.

• Choose the form from the dropdown menu.
• Click ‘Save and Send Test Request’ to proceed.

This step will test the connection and prepare to receive data from your Typeform submissions.

4. Adding Leads to Encharge CRM

After setting up the trigger, it’s time to configure the action in Pabbly Connect. Search for Encharge and select the action event as ‘Add or Update Person’. This action will create a new person in Encharge based on the Typeform submission.

Click ‘Connect’ and establish a new connection with Encharge by allowing necessary permissions. Once connected, you will see fields to fill for creating a new person in Encharge.

Map the fields from Typeform to Encharge, including email, first name, and last name. Ensure all required fields are correctly filled to avoid errors.

After mapping the necessary fields, click ‘Save and Send Test Request’ to verify that the integration is working correctly. You should see the new lead appear in your Encharge account.

5. Real-Time Integration with Pabbly Connect

With the workflow set up, Pabbly Connect will automatically add new leads from Typeform to Encharge CRM in real-time. This eliminates manual entry and enhances efficiency in lead management.

To test this, fill out the Typeform again with new data. After submission, refresh your Encharge dashboard to see the new lead added instantly. This demonstrates the effectiveness of using Pabbly Connect for automation.

By using this integration, you ensure that every lead captured through Typeform is automatically added to your Encharge CRM, streamlining your marketing efforts.

Conclusion

Integrating Typeform leads with Encharge CRM using Pabbly Connect significantly improves lead management by automating data transfer. This tutorial provides a step-by-step guide to setting up your integration efficiently.