Learn how to automate HubSpot contact creation from Wix Forms submissions using Pabbly Connect in this detailed step-by-step tutorial. 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. Accessing Pabbly Connect for Integration
To create a HubSpot contact on Wix Forms submission, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and either sign in or create a new account if you’re a first-time user. This platform allows you to automate workflows without needing any programming skills.
Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow that will connect Wix Forms to HubSpot CRM. This integration will ensure that every time a form is submitted, a new contact is created in HubSpot automatically.
2. Creating a Workflow in Pabbly Connect
In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You’ll be prompted to name your workflow. Use a descriptive name like ‘Create HubSpot Contact on Wix Form Submission’ to easily identify it later. Then, select the folder where you want to save this workflow. using Pabbly Connect
- Click on the ‘Create’ button to proceed.
- This will open the workflow window where you will set the trigger and action.
In this window, you will first select Wix Forms as your trigger application. This means that every time a new form submission happens, it will trigger the workflow you are creating. After selecting Wix Forms, choose the trigger event ‘New Form Submission’ to initiate the workflow.
3. Setting Up Wix Forms for Submission
After setting Wix Forms as the trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL as you will need it to connect your Wix account. Now, log into your Wix account and navigate to the Automations section in the dashboard. using Pabbly Connect
- Select ‘New Automation’ and choose ‘Start from Scratch’.
- Set the trigger to ‘Wix Forms’ and specify that the action occurs when any form is submitted.
- Then, select ‘Send via Webhook’ as the action and paste the copied webhook URL from Pabbly Connect.
Finally, activate the automation by naming it, such as ‘HubSpot Integration’, and saving the settings. This will ensure that every new form submission from Wix will send the data to Pabbly Connect.
4. Mapping Data to HubSpot CRM
With the Wix automation set up, return to your Pabbly Connect workflow. Now, select HubSpot as your action application and choose ‘Create Contact’ as the action event. You will then need to connect your HubSpot account to Pabbly Connect. using Pabbly Connect
After connecting, Pabbly Connect will prompt you to map the fields from the Wix form submission to the corresponding fields in HubSpot. This mapping process is crucial as it ensures that the correct data is sent to HubSpot whenever a form is submitted.
Map the fields like First Name, Last Name, Email, Phone Number, and City from Wix Forms to HubSpot. Make sure to save your mappings to ensure that the data flows correctly.
Once all mappings are done, send a test request to confirm that everything is working. If successful, you will receive a confirmation from HubSpot indicating that a new contact has been created.
5. Finalizing Your Automation
After successfully testing your workflow, you can finalize your automation. This means that from now on, every time a new submission is made through your Wix Forms, Pabbly Connect will automatically create a new contact in HubSpot without any manual intervention. using Pabbly Connect
This seamless integration significantly enhances your CRM efficiency by ensuring that no lead is left behind. You can now focus on following up with your leads promptly, knowing that every submission is captured in your HubSpot CRM.
To monitor your workflow, you can revisit Pabbly Connect anytime to see the logs of submissions and contacts created. This helps you maintain a clear overview of your leads and improves your overall business operations.
Conclusion
In this tutorial, we explored how to use Pabbly Connect to automate the creation of HubSpot contacts from Wix Forms submissions. By following these detailed steps, you can streamline your lead management process and enhance your CRM efficiency. This integration ensures that no lead is overlooked, allowing you to focus on growing your business.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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