Learn how to automate GoToTraining registrants from Typeform submissions using Pabbly Connect in this step-by-step tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To automate the process of adding GoToTraining registrants from Typeform submissions, the first step is to access Pabbly Connect. Simply visit the Pabbly Connect website by typing the URL in your browser. Once there, you will see options to sign in or sign up for free.
If you are an existing user, click on ‘Sign In’ to access your account. If you are new, click on ‘Sign Up for Free’ to create an account. Upon signing up, you will receive 100 free tasks every month to explore the automation features of Pabbly Connect.
2. Creating a New Workflow in Pabbly Connect
After logging into Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button. A dialog box will prompt you to name your workflow; enter ‘Create GoToTraining Registrant on Typeform Submission’ and select the appropriate folder for your workflow.
- Name your workflow appropriately.
- Select a relevant folder for organization.
- Click ‘Create’ to proceed.
This opens a new screen with two crucial sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result. In this case, the Trigger will be a Typeform submission, and the Action will be creating a registrant in GoToTraining.
3. Setting Up the Trigger with Typeform
To set up the Trigger, select Typeform as your trigger application in Pabbly Connect. Next, choose the trigger event as ‘New Entry’ which captures the response whenever a new form is submitted. This ensures that every Typeform submission initiates the workflow.
To build the connection, click on ‘Connect’ and select ‘Add New Connection’. Since you are already logged into Typeform, Pabbly Connect will detect your account. Grant permission to access your Typeform account by clicking ‘Accept’. After successful authorization, select the specific registration form you want to connect.
4. Mapping Fields for GoToTraining Registrant
Once the connection is established, it’s time to map the fields from Typeform to GoToTraining. In Pabbly Connect, select GoToTraining as your action application. Choose the action event ‘Create Registrant’ to add a new registrant based on the Typeform submission.
- Select the training name from your GoToTraining account.
- Map the email address, first name, and last name from the Typeform response.
- Ensure all fields are mapped dynamically for future submissions.
Click on ‘Save and Send Test Request’ to test the setup. If successful, you will see a confirmation indicating that the registrant has been created in GoToTraining. This confirms that your automation is functioning correctly through Pabbly Connect.
5. Testing Your Automation Workflow
After setting everything up, it’s crucial to test your workflow to ensure it works as intended. Go back to your Typeform registration form and submit a test entry with dummy details. This will trigger the automation process through Pabbly Connect.
After submitting the form, check your GoToTraining account to see if the new registrant appears. Refresh the registrants section, and you should see the newly added registrant with the details you submitted. This confirms that every new Typeform submission is automatically creating a registrant in GoToTraining.
Conclusion
In this tutorial, we demonstrated how to automate the process of adding GoToTraining registrants from Typeform submissions using Pabbly Connect. By following these steps, you can streamline your registration process without any coding skills, making it easier to manage your training sessions efficiently.
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