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Turn Website Form Submissions into Privyr Leads Automatically

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Click forms with your CRM, first, you need to access Pabbly Connect. Visit the Pabbly website by typing pabyt.com in your browser. Once there, sign in to your existing account or sign up for free to get started.

After logging in, you will see the dashboard with various Pabbly applications. Click on Pabbly Connect to enter the app’s interface, where you can create workflows that automate tasks between different applications.

2. Creating a Workflow in Pabbly Connect

Next, you will create a workflow to automate the process of adding new leads from Click forms to your CRM. In Pabbly Connect, click on the option to create a new workflow. Name it something relevant, like “Turn Website Form Submission into CRM Leads” and select the appropriate folder for organization.

Name your workflow clearly for easy identification.
Choose a suitable folder to keep your workflows organized.

Once your workflow is named and saved, you will be prompted to set a trigger. This trigger will initiate the workflow whenever a new form submission occurs on your website.

3. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow. Select “Webhook by Pabbly” as your trigger application and choose the event “Catch Webhook”. Click on the connect button to generate a unique webhook URL.

This webhook URL acts as a bridge between your Click forms and Pabbly Connect. To complete the setup, copy this URL and paste it into the code of your website form. Ensure that the URL is correctly placed to capture the form submissions.

4. Testing the Connection with a Form Submission

After setting up the webhook, it’s time to test the connection. Submit a test entry through your Click form to see if Pabbly Connect captures the data. Refresh the Pabbly Connect dashboard to check for the webhook response.

Once the test submission is successful, you will see the captured data in Pabbly Connect. This confirms that the integration is functioning properly and ready to automate the process of adding leads to your CRM.

5. Adding the Action to Create a Client in CRM

Now that your trigger is set up and tested, the final step is to add the action that will create a client in your CRM. Select your CRM application in Pabbly Connect and choose the action event “Create Client”. Connect your CRM account using the provided token.

Make sure to enter the token correctly to establish the connection.
Map the fields from the webhook data to your CRM fields accurately.

After mapping the necessary fields, save and send a test request. If successful, your new lead will be created in your CRM, thus completing the integration process through Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to integrate Click forms with your CRM using Pabbly Connect. This process automates lead capture and enhances your workflow efficiency. By following these steps, you can streamline your business operations effortlessly.