How to Save Chatbot Contact Email to Airtable Using Pabbly Connect

Learn how to save chatbot contact emails to Airtable using Pabbly Connect. This step-by-step tutorial covers the integration process with Joonbot. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Start Integration

To begin the integration process, you need to access Pabbly Connect. Start by navigating to the URL Pabbly.com/connect. This will take you to the landing page of Pabbly Connect, where you have options to sign in or sign up.

If you are a new user, click on the ‘Sign Up’ tab to create an account and receive 100 free tasks. Existing users can simply sign in. Once logged in, you will reach the all applications page, where you can click on ‘Access Now’ to proceed to the dashboard of Pabbly Connect.

2. Create a New Workflow in Pabbly Connect

After accessing the dashboard, you will see an option to create a workflow. Click on ‘Create Workflow’ to open a dialog box where you can name your workflow. For this integration, name it as ‘Joonbot to Airtable Integration’.

Once you click on ‘Create’, you will be directed to a new window with two main events: Trigger and Action. The trigger application will be Joonbot, which initiates the workflow, and the action application will be Airtable, which responds to the trigger.

• Name your workflow appropriately.
• Select Joonbot as the trigger application.
• Choose the trigger event as ‘Configure Webhooks’.

Following these steps will set the groundwork for integrating Joonbot with Airtable using Pabbly Connect.

3. Set Up Webhook in Joonbot

Now that you have configured the trigger in Pabbly Connect, the next step is to set up the webhook in your Joonbot account. Log in to your Joonbot account and select the bot for which you want to set up the webhook.

In your Joonbot dashboard, scroll down to find the option to trigger a webhook. Click on ‘Edit My Webhooks’ and then select ‘Create Webhook’. Name your webhook (e.g., ‘Joonbot New Webhook’) and set the method to POST. Paste the webhook URL you copied from Pabbly Connect into the designated field.

• Select the correct bot in Joonbot.
• Set the method to POST for the webhook.
• Paste the webhook URL from Pabbly Connect.

Once you create the webhook, return to Pabbly Connect and click on ‘Capture Webhook Response’ to test the setup.

4. Test the Webhook to Capture Data

To ensure that the webhook is functioning as expected, you need to perform a test submission. Go back to your Joonbot account and click on ‘Trigger a Webhook’. Select the webhook you created and save the settings.

Now, initiate the chatbot and fill in the required fields, including the name and email address. Once you submit the information, Pabbly Connect will capture the webhook response, which will include the name and email you provided.

Select the webhook to trigger in Joonbot. Fill in the name and email fields in the chatbot. Submit the information to capture the response.

After submission, return to Pabbly Connect to verify that the captured data is correctly displayed in the webhook response.

5. Connect Airtable to Pabbly Connect

With the webhook successfully capturing data, the final step is to connect Airtable as the action application in Pabbly Connect. Click on the action application option and select Airtable.

Choose the action event as ‘Create a New Record’ and then click on ‘Connect’. You will need to authenticate your Airtable account by providing the API key, which you can find in your Airtable account settings.

Select Airtable as the action application. Choose ‘Create a New Record’ as the action event. Authenticate with your Airtable API key.

Once connected, select your base and table, then map the data fields from the webhook response to the corresponding fields in Airtable. Finally, test the action to ensure that the data is correctly sent to Airtable, completing the integration process with Pabbly Connect.

Conclusion

In this tutorial, we explored how to save chatbot contact emails to Airtable using Pabbly Connect. By following the steps outlined, you can successfully integrate Joonbot with Airtable, automating the process of saving contact information efficiently.

Utilizing Pabbly Connect not only simplifies the integration process but also enhances your workflow automation. Start using this powerful tool today to streamline your data management tasks.