Automate Formstack Leads to ConvertKit with Pabbly Connect

Learn how to automatically send Formstack leads to ConvertKit using Pabbly Connect. Follow this step-by-step guide for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To start sending Formstack leads to ConvertKit automatically, you first need to access Pabbly Connect. Open your web browser and navigate to Pabbly.com/connect. If you already have an account, click on ‘Sign In’; otherwise, you can create a new account for free.

Once logged in, you will be redirected to your dashboard. Here, you can see your existing workflows or create a new one. Click on ‘Create Workflow’ to begin setting up the integration between Formstack and ConvertKit.

2. Creating a Workflow in Pabbly Connect

After clicking ‘Create Workflow’, give your workflow a name, such as ‘Formstack to ConvertKit’. This name helps you identify the workflow later. The interface will show two sections: Trigger and Action. The Trigger section is where the event starts, and the Action section is where the outcome occurs. using Pabbly Connect

• Select ‘Formstack’ in the Trigger section.
• Choose ‘New Form Submission’ as the trigger event.
• Click on ‘Connect’ to link your Formstack account with Pabbly Connect.

After connecting, you need to select the specific form you want to use. Choose the correct form from your Formstack account, and then you can proceed to test the connection to ensure everything is set up correctly.

3. Handling Form Submission Responses

Once the connection is established, it’s time to test the form submission. Fill in the form you selected in Formstack and click on ‘Submit Form’. Before doing this, make sure to click on ‘Save and Send Test Request’ in Pabbly Connect to capture the response from the form submission. using Pabbly Connect

After submitting the form, you should see a response in Pabbly Connect, which confirms that the data has been received. This data includes the fields you set in your Formstack form, such as name and email address. This is crucial for mapping the data to ConvertKit.

4. Adding Subscriber to ConvertKit via Pabbly Connect

Now that you have the form submission data in Pabbly Connect, you can set up the action to add a subscriber to ConvertKit. In the Action section, select ‘ConvertKit’ and then choose ‘Add Subscriber’ as the action event. using Pabbly Connect

• Connect to your ConvertKit account by providing the API key and secret key.
• Select the form you want to add subscribers to.
• Map the fields from Formstack to ConvertKit, such as email and name.

Once you have mapped the fields, click on ‘Save and Send Test Request’ to test the integration. This will send the subscriber information to ConvertKit, where they will receive a confirmation email to authenticate their subscription.

5. Conclusion: Automating Your Workflow

In this tutorial, we demonstrated how to automate sending Formstack leads to ConvertKit using Pabbly Connect. By setting up this integration, every time a form is submitted on Formstack, a new subscriber is automatically added to your ConvertKit account.

This automation not only saves time but also ensures that your leads are efficiently managed. With Pabbly Connect, you can streamline your workflow and focus on growing your business without worrying about manual data entry.

In conclusion, using Pabbly Connect to connect Formstack and ConvertKit helps you manage your leads effectively. This process allows for seamless data transfer and subscriber management, enhancing your marketing efforts significantly.