Integrating Convert Box with Active Campaign and Pipe Drive Using Pabbly Connect

Learn how to integrate Convert Box with Active Campaign and Pipe Drive using Pabbly Connect in this detailed tutorial. Step-by-step guide included. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing into your account. If you are a new user, you can sign up for free, which includes 100 free tasks each month.

Once signed in, you will see the Pabbly Connect dashboard. Here, you can create a new workflow for your integration. Click on the ‘Create Workflow’ button in the top right corner to initiate this process.

2. Creating a Workflow in Pabbly Connect

In this step, you will set up a workflow that connects Convert Box, Active Campaign, and Pipe Drive using Pabbly Connect. After clicking on ‘Create Workflow’, a dialog box will appear asking for a workflow name. Enter a descriptive name like ‘Create Active Campaign Contact and Pipe Drive Person from Convert Box Form Submission’.

• Enter a descriptive name for your workflow.
• Select a folder to save your workflow.
• Click on ‘Create’ to finalize your workflow setup.

After creating the workflow, you will see two sections labeled ‘Trigger’ and ‘Action’. The trigger initiates the workflow, while actions are the responses to that trigger. You will first set up the trigger step.

3. Setting Up the Trigger with Convert Box

To set the trigger, click on the dropdown arrow in the trigger section and select Convert Box as your trigger application. Choose the trigger event as ‘New Lead Submission’. Pabbly Connect will generate a unique webhook URL for this integration.

Copy the webhook URL provided by Pabbly Connect. Now, navigate to your Convert Box account. Open the form you created and go to the form settings. Under actions, select ‘Go to Next Step’ and then click on ‘Integrations’. Add a new integration and select ‘Webhook’ as the type.

• Paste the copied webhook URL into the integration settings.
• Click on ‘Add Integration’ to finalize the connection.
• Save the settings and finish the process.

Once saved, go back to your Pabbly Connect workflow dashboard. It should indicate that it is waiting for a webhook response.

4. Testing the Form Submission

Now, it’s time to test the integration between Convert Box and Pabbly Connect. Fill out the form you created in Convert Box with dummy data, including first name, last name, email, phone number, street address, postal code, city, and state.

After filling in the details, click on the submit button. This action will trigger the webhook and send the data to Pabbly Connect. You can then check the workflow to see if the response has been captured successfully. Ensure that all the details match the submitted data.

5. Setting Up Actions in Active Campaign and Pipe Drive

After confirming that the trigger is working, you will now set up actions in Active Campaign and Pipe Drive. Start by selecting Active Campaign as the action application and choose ‘Create a Contact’ as the action event. Connect your Active Campaign account by providing the API key and URL from your Active Campaign settings. using Pabbly Connect

Once connected, map the fields from the Convert Box submission to the corresponding fields in Active Campaign. This includes first name, last name, email, and phone number. After mapping, click on ‘Save and Send Test Request’ to check if the contact is created successfully in Active Campaign.

Next, add another action step by selecting Pipe Drive and choosing ‘Create a Person’ as the action event. Connect to Pipe Drive using the API token from your Pipe Drive account. Map the relevant fields similarly, ensuring that all information is correctly transferred. Finally, test this connection to confirm that a new person is created in Pipe Drive.

Conclusion

In this tutorial, we demonstrated how to integrate Convert Box with Active Campaign and Pipe Drive using Pabbly Connect. By following these steps, you can automate the process of creating contacts and persons from form submissions efficiently. This integration simplifies the data management process for your business.