How to Automatically Add Grist Records to ActiveCampaign CRM with Pabbly Connect

Learn how to use Pabbly Connect to automatically add Grist records to ActiveCampaign CRM as contacts with this step-by-step tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start this process, access Pabbly Connect by visiting the official website. You can do this by typing ‘Pabbly.com/connect’ in your browser. Once there, create your free account using the blue button provided.

After creating your account, click on ‘Access Now’ to reach the dashboard of Pabbly Connect. You will see options to create a workflow, which is essential for automating the integration between Grist and ActiveCampaign.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the blue button labeled ‘Create Workflow’. You can give a random name to your workflow; for example, ‘Grist to ActiveCampaign Automation’. Click on ‘Create’ to proceed.

You’ll notice two boxes labeled ‘Trigger’ and ‘Action’. This automation will work based on these principles: when a new record is added in Grist, it should create the same record in ActiveCampaign. Therefore, select Grist as your first application and choose the trigger event as ‘New Record’.

• Select Grist as the application.
• Choose ‘New Record’ as the trigger event.

Click on ‘Connect’, then select ‘Add New Connection’. You will need to provide the API token from your Grist account. Navigate to Grist, access your profile settings, and copy the API key. Return to Pabbly Connect and paste the key, then click on ‘Save’.

3. Setting Up Your Grist Document

Next, you will need to set up your Grist document that will capture the records. Create a new document and name it, for instance, ‘All Business Leads’. Inside this document, create a table named ‘Users Data’ with columns for Name, Email, Phone Number, and a column labeled Ready.

Make sure to set the formula for the Ready column. Use the formula function to combine the values from the Name, Email, and Phone Number columns. This setup is crucial as it ensures that all necessary data is captured correctly in Pabbly Connect.

• Create the document and table in Grist.
• Set the columns: Name, Email, Phone Number, and Ready.

After setting up the document, go back to Pabbly Connect, refresh the data, and select the created document and table. Click ‘Save and Send Test Request’ to capture the data from Grist.

4. Connecting to ActiveCampaign in Pabbly Connect

Now that you have connected Grist, the next step is to connect ActiveCampaign. Select ActiveCampaign as your second application and choose ‘Create Contact’ as the action event. Click ‘Connect’ and then ‘Add New Connection’. You will need to input the API URL and API Key from your ActiveCampaign account.

To find these credentials, go to your ActiveCampaign settings and navigate to the Developer section. Copy the API URL and API Key, then paste them into Pabbly Connect. Be sure to remove any unnecessary parts of the URL as indicated in the instructions. Click ‘Save’ to establish the connection.

Select ActiveCampaign as the application. Choose ‘Create Contact’ as the action event.

Once the connection is established, you will need to map the fields from Grist to ActiveCampaign. This mapping ensures that when a new record is added in Grist, the corresponding contact is created in ActiveCampaign.

5. Testing the Integration

With the setup complete, it’s time to test the integration. Go back to your Grist document and add a new record, filling in the Name, Email, and Phone Number fields. After entering the details, return to Pabbly Connect and click ‘Save and Send Test Request’ to see if the data is captured correctly.

After the test submission, check your ActiveCampaign account under the Contacts section to verify if the new contact has been created. You should see the details of the new record displayed correctly. If everything works as expected, your integration is successful!

This process allows you to automate the addition of contacts from Grist to ActiveCampaign seamlessly using Pabbly Connect. You can now close Pabbly Connect, and the integration will continue to work in the background.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically add Grist records to ActiveCampaign CRM as contacts. By following the exact steps outlined, you can streamline your workflow and ensure your contacts are always up to date.