Integrating Typeform with Apollo.io CRM Using Pabbly Connect

Learn how to create Apollo.io CRM contacts from Typeform submissions using Pabbly Connect in this detailed tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create Apollo.io CRM contacts from Typeform submissions, the first step is to access Pabbly Connect. This platform allows you to automate workflows seamlessly between different applications.

To get started, visit the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and receive 100 free tasks every month. After logging in, you will see the dashboard where you can begin creating your workflow.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a new workflow in Pabbly Connect to connect Typeform and Apollo.io. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard.

• Enter a name for your workflow, such as ‘Create Apollo.io CRM Contact on Typeform Submission’.
• Select a folder for your workflow, like ‘Typeform Automations’.
• Click the ‘Create’ button to finalize your workflow setup.

This will prepare your workflow for the trigger and action steps, which are essential for the automation process.

3. Setting Up the Trigger in Pabbly Connect

Next, we will set up the trigger in Pabbly Connect. For this automation, select Typeform as the trigger application. The trigger event should be set to ‘New Entry’ to capture form submissions.

To connect Typeform to Pabbly Connect, click the ‘Connect’ button. A window will prompt you to add a new connection or select an existing one. Choose to connect with Typeform and click the ‘Accept’ button to authorize access.

• After connecting, select the specific Typeform you created for lead data collection.
• Click on ‘Save and Send Test Request’ to verify the connection.

Once the test submission is complete, you will see that Pabbly Connect has captured the response, confirming that the trigger is set up correctly.

4. Setting Up the Action in Pabbly Connect

Now, we will set up the action step in Pabbly Connect to create a contact in Apollo.io. Select Apollo.io as the action application and choose ‘Create Contact’ as the action event.

Click the ‘Connect’ button to add a new connection. You will need to provide your Apollo.io API key. To generate this key, navigate to the API key section in your Apollo.io account and create a new key.

Name the API key, such as ‘New Contact Created’. Select the API permissions required for contact creation. Copy the API key and paste it into Pabbly Connect.

After saving the API key, you will need to map the contact details from the Typeform submission to the required fields in Apollo.io, ensuring that the data is dynamic for future submissions.

5. Testing the Integration in Pabbly Connect

The final step is to test the integration between Typeform and Apollo.io using Pabbly Connect. After mapping the necessary fields, click on the ‘Save and Send Test Request’ button. This will create a new contact in your Apollo.io account based on the data collected from the Typeform submission.

To confirm the successful creation of the contact, log into your Apollo.io account and refresh the page. You should see the new contact listed with the details you provided in the Typeform submission.

This integration allows for seamless lead management and saves you significant time by automating the process of adding new leads to your CRM. By using Pabbly Connect, you can focus more on nurturing your leads and converting them into clients.

Conclusion

In this tutorial, we demonstrated how to create Apollo.io CRM contacts from Typeform submissions using Pabbly Connect. This automation streamlines your workflow, ensuring that all lead data is captured efficiently and accurately in your CRM.