Introduction
You can connect Privyr to other lead sources or platforms via Pabbly Connect to receive new leads in your Privyr account. This gives you instant new lead alerts and automatically creates the leads in your client list so you can immediately contact them.
The Privyr integration in Pabbly Connect lets you connect over a thousand different lead sources to Privyr, including 99Acres, IndiaMART, MagicBricks, JustDial, Instamojo, Google My Business, and many other platforms.
Setting Up Pabbly Connect
Automated connections on Pabbly Connect, also known as workflows, can be set up directly from your Pabbly Connect account in just a few minutes. Each workflow has a Trigger and an Action.
To connect your lead source(s) to Privyr via Pabbly Connect, create a workflow with the lead source as the Trigger, and Privyr as the Action.
- Log in to your Pabbly Connect account, and click on Create Workflow
- Configure your lead source app as the Trigger (When this happens…)
- The Trigger Event should be related to receiving a new lead, new contact, new form submissions, or similar
- Configure Privyr as the Action (Do this…)
- Choose App: Select Privyr
- Action Event: Select Create Client and click Connect
- Choose Account: Sign in to Privyr and enter your Privyr Authentication Token, which can be found on the Pabbly Connect integration page in your Privyr Account.
- Customise Client: Map the data from your lead source to the fields of a client in Privyr, such as the Name, Lead Source, Email, Phone Number, and Additional Client Details.
- Once done, you can test your workflow and activate it. That’s it!
For a detailed walkthrough of configuring Privyr as the action, connecting your account, customising your client, and testing your workflow, view Setting up Privyr as a Pabbly Connect Action.
Please refer to the following walkthroughs for detailed instructions on configuring various platforms as the Trigger of a workflow:
Pabbly Connect Pricing
Privyr subscriptions include unlimited lead source integrations, lead notifications, and client management, so connecting to Pabbly Connect does not cost anything extra from your Privyr account.
However, connecting your lead source(s) via Pabbly Connect may require a paid Pabbly Connect subscription depending on the type and number of apps you wish to connect, and the volume of leads you receive.
Refer to Pabbly Connect’s pricing page for more information.
Connecting to IndiaMART
- Log in to your Pabbly Connect account, and click on Create Workflow
- Choose App & Trigger Event:
- Choose App: Select IndiaMART
- Choose Trigger Event: Select New Leads
- Click on Connect
- Log in to your IndiaMART account.
- Click on your profile on the top right and click My Dashboard
- Click Settings from the left panel and click Privacy Settings
- Click Generate Key and copy to clipboard
- Paste this key into the CRM Key field on Pabbly Connect and click Save
- Configure Privyr as the Action (Do this…)
- Choose App: Select Privyr
- Action Event: Select Create Client and click Connect
- Choose Account: Sign in to Privyr and enter your Privyr Authentication Token, which can be found on the Pabbly Connect integration page in your Privyr Account.
- Customize Client: Map the data from your lead source to the fields of a client in Privyr, such as the Name, Lead Source, Email, Phone Number, and Additional Client Details.
- Once done, you can Save and Send a Test Request. That’s it!
For a detailed walkthrough of configuring Privyr as the action, connecting your account, customising your client, and testing your workflow, view Setting up Privyr as a Pabbly Connect Action.
Connecting to Other Systems
You can connect any lead source or platform that supports Pabbly Connect to your Privyr account by creating a workflow with the lead source as the Trigger, and Privyr as the Action.
- Log in to your Pabbly Connect account, and click on Create Workflow
- Configure your lead source as the Trigger (When this happens…)
- The Trigger Event should be related to receiving a new lead, new contact, new form submissions, or similar
- Configure Privyr as the Action (Do this…)
- Choose App: Select Privyr
- Action Event: Select Create Client and click Connect
- Choose Account: Sign in to Privyr and enter your Privyr Authentication Token, which can be found on the Pabbly Connect integration page in your Privyr Account.
- Customize Client: Map the data from your lead source to the fields of a client in Privyr, such as the Name, Lead Source, Email Address, Phone Number, and Additional Client Details.
- Once done, you can Save and Send a Test Request. That’s it!
For a detailed walkthrough of configuring Privyr as the action, connecting your account, customising your client, and testing your workflow, view Setting up Privyr as Pabbly Connect Action.
Setting up Privyr as a Pabbly Connect Action
Once you’ve created a workflow with your lead source as the Trigger (When this happens…), you can configure Privyr as the Action via the following steps.
1. Set Privyr as the the Action (Do this…)
- A) Click on the Action (Do this…)
- B) Choose App: Select Privyr
- C) Choose Action Event: Select Create Client
- D) Click on Connect
2. Connect your Privyr account
- E) Click on Add New Connection (or Select Existing Connection if you’ve created a connection with Privyr previously)
- F) Go to the Pabbly Connect integration page in Privyr and copy your Privyr Authentication Token
- G) Paste your Privyr Authentication Token into the Pabbly Connect access prompt
- H) Click on Save
3. Map the data from your Lead Source to the fields of a Client in Privyr
- Name: The name of the lead (required)
- Lead Source: Name the source of the lead, so you know where it came from. This will be visible on your new lead alerts, as well as when viewing the lead in Privyr (optional)
- Email: The email address of the lead (optional)
- Phone: The phone number of the lead (optional)
- Keys: Add any other data points that you’d like to save for a lead, such as your custom questions and answers. This information will be displayed when viewing the lead in Privyr
- I) Once done, click on Save & Send Test Request. You should receive a test lead in your Privyr account with the data mapped correctly.
That’s it! You’re all set!
New Lead Alerts
Once you connect your lead source(s) to Privyr through Pabbly Connect, any new leads submitted via those platforms will send you a new lead alert via the Privyr app and email. You can configure these alerts via your Account Notification Settings.
Tap the alert to view the lead with all the captured information displayed on their notes field. You can immediately contact them or send an auto-personalised Quick Response.
You can also enable additional alerts if you haven’t acted on a new lead within 15 minutes and 60 minutes, in case you missed the first notification. You can enable these extra alerts via your Account Notification Settings.
All new leads will be displayed with a NEW LEAD label on their client details and on the client list until you act on them. They’ll also appear in your New Leads group.
Depending on your New Lead Settings, the NEW LEAD label may be automatically removed when you view the lead, click their contact buttons, send them content, and/or set a follow up date. You can also manually mark or unmark a new lead via the options menu when viewing the lead.
Distribute Pabbly Connect Leads to other Recipients
You can share leads from Pabbly Connect with other recipients via email, even if they don’t have a Privyr account. This is useful if you’d like to distribute leads to your clients or colleagues, and can be configured to forward all leads to all recipients, or distribute leads equally in a Round Robin fashion.
Recipients will receive new lead details instantly via email, with attribution ‘This lead was sent to you by @name at @company‘ (where @name and @company are replaced with the Name and Company from your User Profile, respectively).
You can set up Lead Distribution for your Pabbly Connect leads via the following steps:
- Go to your Lead Distribution Dashboard by clicking on Integrations > Lead Distribution banner on the Privyr desktop site.
- . Click on +Add New Rule.
- Select your Rule Criteria for your Pabbly Connect leads.
- If you do not see Pabbly Connect as an option here, please send yourself a test lead from Pabbly Connect first before trying again.
- Under Distribution Settings, add in the email addresses of the recipients you wish to send leads to. To remove a recipient, simply click on the X icon next to their email address.
- By default, every lead will be sent to all recipients in a Broadcast mode.
- Click on Advanced Settings to change this to Round Robin Distribution instead. Note that at least 2 recipients are required to enable Round Robin distribution.
- You can also change the LEADS/ROUND column to change how many leads each recipient should receive per round (up to 5 leads per round).
- You can edit a recipient’s order in receiving a lead by tapping on ‘…’ on the right of their email address to move them up or down the list.
- By default, all distributed leads will still be saved to your Privyr account. However, you can change this by toggling under My Account Settings.
- Click Create Rule once you’re done.
