How to Convert Elementor Form Responses as Leads in Teamleader CRM Using Pabbly Connect

Learn how to automate the conversion of Elementor form responses into leads in Teamleader CRM using Pabbly Connect. Step-by-step guide included. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To begin automating the conversion of Elementor form responses into leads in Teamleader CRM, first, access Pabbly Connect. Create a free account if you haven’t done so already, which allows you to utilize 100 free automation tasks each month.

Once logged in, navigate to the dashboard of Pabbly Connect. Here, you will create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something like ‘Add Elementor Form Leads as New Contacts in Teamleader’ and click on the ‘Create’ button to proceed.

2. Configuring the Trigger with Elementor

In this section, you will set up the trigger for your automation using Pabbly Connect. Select Elementor as your trigger application and choose the event ‘New Form Submission’. This action will initiate the workflow whenever a form is submitted.

• Choose Elementor as the trigger application.
• Select ‘New Form Submission’ as the trigger event.
• Copy the provided webhook URL for integration.

After copying the webhook URL, go to your Elementor form settings. In the ‘Actions After Submit’ section, add a new action for Webhook and paste the copied URL. Click on the ‘Update’ button to save these changes. This will allow Pabbly Connect to receive data from your Elementor form submissions.

3. Testing the Form Submission

With the webhook set up, it’s time to test the integration. Fill out your Elementor form with test data and submit it. This step is crucial as it allows Pabbly Connect to fetch the data from the form submission.

• Open the form on your website.
• Fill in the required fields (name, email, phone, etc.).
• Click on ‘Send’ to submit the form.

Once submitted, return to Pabbly Connect to check if the response has been received. You should see the details of the form submission displayed on your dashboard, indicating that the data is successfully captured.

4. Adding Contacts to Teamleader CRM

Next, you will set up the action to add the form submitter as a contact in Teamleader CRM. In Pabbly Connect, search for Teamleader and select it as your action application. Choose the action event ‘Create Contact with Primary Address’ to proceed.

Connect your Teamleader account by clicking on ‘Connect with Teamleader’. Once connected, you will need to map the fields from your Elementor form submission to the required fields in Teamleader. This includes mapping the first name, last name, email, and phone number.

5. Finalizing Your Automation

After mapping all necessary fields, test the connection by clicking on ‘Save and Send Test Request’. If successful, you should see the new contact appear in your Teamleader CRM.

To ensure everything works smoothly, refresh your Teamleader contacts list. You should see the newly added contact based on your test submission. This confirms that Pabbly Connect has successfully integrated Elementor form responses into Teamleader CRM.

Now that the automation is set up, you only need to configure it once. Future submissions will automatically create new contacts in Teamleader, saving you time and manual effort.

Conclusion

Using Pabbly Connect, you can seamlessly convert Elementor form responses into leads in Teamleader CRM. This automation not only saves time but also enhances your workflow efficiency. Set up your integration today and streamline your lead management process!