Automate Flowlu Contact Creation on Typeform Submission with Pabbly Connect

Learn how to automate the creation of Flowlu contacts from Typeform submissions using Pabbly Connect in this step-by-step tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, first, access Pabbly Connect by visiting the official website. After logging into your account, you’ll find all Pabbly applications displayed on your dashboard. Click on the ‘Access’ button for Pabbly Connect to proceed.

Once you are in Pabbly Connect, you will need to create a new workflow for the integration. To do this, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. In the dialog box that appears, enter a name for your workflow, such as ‘Create Flowlu Contact on Typeform Submission,’ and select a folder to save it in.

2. Setting Up Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. For this integration, select ‘Typeform’ as the trigger application. The trigger event you need to choose is ‘New Entry,’ which captures new submissions from your Typeform.

• Select Typeform as the trigger application.
• Choose ‘New Entry’ as the trigger event.
• Connect your Typeform account by clicking on ‘Connect’ and authorize access.

After setting up the trigger, you will be prompted to select the specific form you want to capture responses from. Choose the form you created in Typeform, such as ‘Contact Us Form,’ and click on the ‘Save and Send Test Request’ button to check if everything is working correctly.

3. Testing the Typeform Connection

To ensure that the connection between Typeform and Pabbly Connect is functioning, perform a test submission using the form you selected. Copy the form link from your Typeform account and open it in a new tab. Fill out the test submission with the required fields, including name, email, and address, then submit the form.

Once the test submission is complete, return to Pabbly Connect to check if the response has been captured. You should see the details of the form submission reflected in the trigger section, confirming that Typeform is successfully connected to Pabbly Connect.

4. Setting Up Action to Create Flowlu Contact

The next step is to set up the action in Pabbly Connect. For this, select ‘Flowlu’ as the action application. Choose the action event as ‘Create CRM Contact’ to create a new contact in your Flowlu account based on the Typeform submission.

• Select Flowlu as the action application.
• Choose ‘Create CRM Contact’ as the action event.
• Connect your Flowlu account by entering the API key and account URL.

After establishing the connection, map the fields from the Typeform submission to the corresponding fields in Flowlu. This includes first name, last name, email address, and other relevant details. Once all fields are mapped correctly, click on the ‘Save and Send Test Request’ button to create the contact.

5. Verifying Contact Creation in Flowlu

After completing the action setup in Pabbly Connect, it’s time to verify if the contact has been successfully created in your Flowlu account. Open your Flowlu dashboard and check for the new contact that corresponds to the test submission made through Typeform.

You should see the newly created contact with all the details filled in from the Typeform submission. This confirms that the integration between Typeform and Flowlu through Pabbly Connect is working as intended, automating the process of lead management.

Conclusion

In this tutorial, we demonstrated how to automate the creation of Flowlu contacts from Typeform submissions using Pabbly Connect. This integration streamlines the lead management process, ensuring that every submission is captured efficiently. By following these steps, you can enhance your business operations significantly.