By integrating your online form with Movermate via Pabbly Connect, you can automate the creation of leads or jobs in your CRM—eliminating manual data entry and streamlining your workflow. Follow the steps below to set up your automation.
Prerequisites
Online Form: A live form on your website (using WPForms, Gravity Forms, Typeform, etc.) that collects essential details (e.g., Name, Email, Phone, Locations, Moving Date).
MoverMate CRM Account: Ensure you have integration features enabled.
Pabbly Connect Account: To build and manage your automation workflow.
MoverMate API Token: Generated from the MoverMate Apps Integration settings.
Generate Your MoverMate API Token
Log In to MoverMate: Sign in to your CRM account.
Access Integration Settings: Navigate to Settings → Apps Integration.
Generate Token: Follow the prompts to generate your API token and copy it.
Keep your token secure for future use.
Set Up the Trigger in Pabbly Connect
Create a New Workflow: Log in to Pabbly Connect and click Create Workflow.
Name Your Workflow: For example, “Form to MoverMate Lead.”
Select Your Form App as Trigger:
Choose your form builder (e.g., WPForms, Gravity Forms, Typeform, etc.) as the trigger app.
Select the trigger event (e.g., “New Form Submission”).
Connect and Test:
Authenticate your form builder.
Run a test submission to ensure Pabbly Connect successfully captures the form data.
Configure the MoverMate Action in Pabbly Connect
Add an Action Step: Click the + button in your workflow and select MoverMate as the action app.
Select Action Event:
Choose Create Lead if you want to automatically add a new lead.
Choose Create Job if you prefer to create a job directly.
Connect MoverMate:
Paste your MoverMate API token when prompted.
Test the connection to verify successful authentication.
Map Form Fields to MoverMate
Field Mapping:
Map each field from your form submission (e.g., Name, Email, Phone, Pickup/Drop-off Location) to the corresponding field in MoverMate.
Data Formatting (Optional):
Use Pabbly’s built-in formatter if you need to split names, reformat dates, or otherwise transform data to match MoverMate’s requirements.
Set Default Values:
Optionally, assign a static value (e.g., “Lead Source: Website Form”) for consistent tracking.
Test and Activate Your Workflow
Send a Test Submission: Trigger the workflow using sample form data.
Verify in MoverMate: Log into your CRM to confirm that a new lead or job is created with accurate details.
Activate the Workflow: Once testing is successful, turn on your workflow in Pabbly Connect.