Integrating Pabbly Form Builder Leads to Encharge Using Pabbly Connect

Learn how to seamlessly integrate Pabbly Connect leads to Encharge using Pabbly Connect in this detailed step-by-step tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Understanding Pabbly Form Builder and Encharge

In this section, we will explore how Pabbly Connect facilitates the integration between Pabbly Form Builder and Encharge. Pabbly Form Builder is a powerful tool for creating forms, while Encharge is an email marketing platform. The aim is to automatically send leads captured through your forms to Encharge for better management.

Using Pabbly Connect, you can ensure that every time a customer fills out a form created in Pabbly Form Builder, their details are automatically sent to Encharge. This process streamlines your marketing efforts and helps maintain organized customer data.

2. Accessing Pabbly Connect for Integration

To start the integration process, you need to access Pabbly Connect. Begin by navigating to the Pabbly website and selecting the Pabbly Connect product. If you are a first-time user, you can sign up for a free account, which allows you to utilize 100 tasks per month.

• Visit the Pabbly website.
• Click on ‘Products’ and select ‘Pabbly Connect’.
• Sign up or log in to your account.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow that will enable the integration of Pabbly Form Builder leads to Encharge.

3. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the plus sign to initiate a workflow creation. Name your workflow, for example, ‘Pabbly Form Builder to Encharge Integration,’ and click on the create button.

In the workflow, you will encounter a trigger and action setup. The trigger will be set to Pabbly Form Builder, and the action will be set to Encharge. This setup means that when a form is submitted, the details will be sent to Encharge automatically.

4. Setting Up the Trigger and Action for Integration

To establish the connection, select Pabbly Form Builder as the application for the trigger event. Choose the event as ‘New Form Submission.’ This will generate a webhook URL that you will need to integrate into your Pabbly Form Builder.

• Copy the webhook URL provided by Pabbly Connect.
• Go to your Pabbly Form Builder dashboard.
• Edit the form you want to connect and navigate to the integrations section.

In the integrations section of your form, create a webhook and paste the copied URL. Save the changes to ensure the webhook is active. After saving, return to Pabbly Connect and click on ‘Recapture Webhook Response’ to test the integration.

5. Testing the Integration and Verifying Data Transfer

Now that the webhook is set up, it’s time to test the integration. Fill out the form you created in Pabbly Form Builder with sample data. For example, enter a name like Adam Smith, an email address, and other required fields, then submit the form.

Once the form is submitted, head back to Pabbly Connect to see if the data has been captured successfully. You should see the details of the form submission displayed. After confirming the data is received, proceed to set up the action in Encharge.

Select Encharge as the application for the action event. Choose ‘Add or Update Person’ as the action event. Map the fields from the form submission to the corresponding fields in Encharge.

Finally, save and test the action to ensure that a new contact is created in your Encharge account. This confirms that the integration between Pabbly Form Builder and Encharge via Pabbly Connect is successful.

Conclusion

In this tutorial, we explored how to integrate Pabbly Form Builder leads to Encharge using Pabbly Connect. By following the steps outlined, you can automate your lead management process, ensuring that every submission is captured and utilized effectively. This integration not only saves time but also enhances your marketing efforts by keeping your customer data organized.