Author: Nitin Maheshwari

Learn how to automate lead management by integrating Formstack with GoHighLevel using Pabbly Connect. Follow our step-by-step tutorial for seamless automation. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect for Formstack and GoHighLevel Integration

In this tutorial, we will explore how to use Pabbly Connect to automate the process of adding leads from Formstack to GoHighLevel. Pabbly Connect serves as the central integration platform that allows seamless communication between these two applications.

Formstack is an online form builder, while GoHighLevel is a CRM tool designed for managing leads and customer interactions. By using Pabbly Connect, you can efficiently manage your leads without manual input, saving time and reducing errors.

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2. Getting Started with Pabbly Connect

To begin the integration process, first, navigate to the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser. If you don’t have an account, you can sign up for free and get 100 free tasks every month to practice your workflows.

Once logged in, you will be directed to your dashboard where you can create a new workflow. Follow these steps to set up your integration:

• Click on ‘Create Workflow’ to start a new integration.
• Name your workflow (e.g., ‘Formstack to GoHighLevel’).

After naming your workflow, you will see options to set up the trigger and action events. The trigger event will be a new form submission from Formstack, and the action event will be creating a new contact in GoHighLevel using Pabbly Connect.

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3. Setting Up the Trigger with Formstack

In this step, you will configure the trigger event in Pabbly Connect. Select Formstack as your trigger application and choose the event ‘New Form Submission’. Click on ‘Connect’ to link your Formstack account with Pabbly Connect.

You will be prompted to authorize the connection. Click on ‘Add New Connection’ and follow the authorization process. Once connected, select the specific form you want to use for this integration, such as the ‘Contact Form’. After this, click on ‘Save and Send Test Request’ to verify the connection.

• Enter the details in your Formstack form (name, email, organization).
• Submit the form to generate a test response.

Once the form is submitted, you will receive a response in Pabbly Connect. This confirms that the trigger setup is successful, and you are ready to proceed with the action event setup to create a new contact in GoHighLevel.

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4. Configuring the Action Event in GoHighLevel

Now that you have set up the trigger, it’s time to configure the action event in Pabbly Connect. Select GoHighLevel as your action application and choose the ‘Create Contact’ event. Click on ‘Connect’ to establish a connection with your GoHighLevel account.

You will need to input your API key from GoHighLevel. To find this, navigate to your GoHighLevel account, go to ‘Agency Settings’, and then ‘API Keys’. Copy the relevant API key and paste it into Pabbly Connect. After saving the connection, you will see fields to map the Formstack data to GoHighLevel.

Map the first name, last name, and email fields from the Formstack submission. Click on ‘Save and Send Test Request’ to create a new contact in GoHighLevel.

After successfully mapping the fields and sending the test request, you should see a confirmation of the new contact created in GoHighLevel. This completes the action event setup using Pabbly Connect.

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5. Testing the Integration and Conclusion

To ensure everything is functioning correctly, go back to your GoHighLevel account and check the contacts list. You should see the newly created contact from your Formstack submission, confirming that the integration is successful.

For further testing, you can submit additional entries through the Formstack form. Each submission should automatically create a new contact in GoHighLevel, showcasing the power of automation with Pabbly Connect.

This integration allows you to manage leads efficiently and enhances your workflow by automating the lead capture process. By using Pabbly Connect, you can streamline your lead management and focus on growing your business.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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In conclusion, integrating Formstack with GoHighLevel using Pabbly Connect automates your lead management process, ensuring that every lead is captured and organized without manual effort. This tutorial has provided clear steps to set up the integration, allowing you to leverage automation for better efficiency.

Learn how to seamlessly integrate Formstack with Apollo CRM automatically using Pabbly Connect. Follow this detailed tutorial for step-by-step instructions. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Formstack with Apollo CRM automatically, the first step is to access Pabbly Connect. Open your web browser and type ‘Pabbly.com’ to navigate to the Pabbly website.

Once there, go to the ‘Products’ section and select Pabbly Connect. If you are a first-time user, click on ‘Sign Up for Free’ to create an account. For existing users, simply click ‘Sign In’ to access your dashboard.

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2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, you will see your dashboard. Click on the ‘+’ icon to create a new workflow. Name your workflow something like ‘Add Leads from Formstack to Apollo CRM’ to keep it relevant.

In the workflow setup, you will see two sections: ‘Trigger’ and ‘Action’. This is where you define what happens when a form is submitted in Formstack. Let’s proceed to set up the trigger.

• Click on the trigger window and choose Formstack as your application.
• Select ‘New Form Submission’ as the trigger event.
• Click on ‘Connect’ to establish a connection with Formstack.

After setting up the trigger, you will need to authorize Pabbly Connect to access your Formstack account. Make sure you are logged in to Formstack before proceeding to authorize the connection.

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3. Configuring Formstack for Data Capture

In this step, you will configure the Formstack connection to capture data. Select the specific form you want to use from Formstack. For example, choose the ‘Contact Form’ where you have fields for name, email, and organization.

Once the form is selected, click on ‘Save and Send Test Request’. This action will prepare Pabbly Connect to receive data from the form submissions. You will need to perform a test submission to capture the response.

• Fill out the test form with the customer details.
• Submit the form to generate a response.
• Return to Pabbly Connect to check if the response has been captured.

This step is crucial as it ensures that Pabbly Connect is correctly receiving data from Formstack.

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4. Setting Up Apollo CRM in Pabbly Connect

Now that you have configured Formstack, it’s time to set up Apollo CRM. In the action window of Pabbly Connect, find Apollo CRM and select it as your application.

Choose the action event ‘Create Contact’. Click on ‘Connect’ and you will be prompted to enter your API key from Apollo CRM. To find this, navigate to your Apollo CRM settings and locate the API settings to copy the key.

Paste the API key into Pabbly Connect. Map the fields from Formstack to Apollo CRM, such as first name, last name, and email. Click on ‘Save and Send Test Request’ to create a contact in Apollo CRM.

This step ensures that every new lead from Formstack is automatically added to Apollo CRM using Pabbly Connect.

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5. Testing the Integration

To confirm that the integration works, fill out the Formstack form again with new customer details. After submission, check your Apollo CRM account to see if the new contact appears.

Refresh the contact list in Apollo CRM, and you should see the newly created contact with the details you submitted. This confirms that Pabbly Connect is successfully automating the lead addition from Formstack to Apollo CRM.

In summary, the entire process includes setting up the trigger in Pabbly Connect, configuring Formstack, connecting Apollo CRM, and testing the integration to ensure functionality.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Formstack with Apollo CRM automatically. By following these steps, you can streamline your lead management process effectively.

Learn how to integrate Paperform with Airtable using Pabbly Connect to automate data submissions effortlessly. Follow this detailed tutorial for step-by-step guidance. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Paperform and Airtable Integration

To start integrating Paperform submissions data to Airtable, you need to access Pabbly Connect. This platform allows you to automate workflows without any coding skills. Begin by navigating to the Pabbly website and selecting Pabbly Connect from the products section.

Once on the Pabbly Connect dashboard, you can create a new workflow. Click on the plus sign and select ‘Create Workflow.’ Name your workflow appropriately, such as ‘Send Paperform Submissions Data to Airtable,’ and click on ‘Create’ to proceed.

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2. Configuring the Trigger in Pabbly Connect

The next step involves setting up the trigger for your workflow within Pabbly Connect. In the trigger window, choose the application ‘Paperform’ and select the event ‘New Form Submission.’ This setup will ensure that every time a form is submitted, it triggers the integration process.

• Select ‘Paperform’ as the trigger application.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the provided webhook URL for later use.

After configuring the trigger, you will receive a webhook URL. This URL needs to be added to your Paperform account to capture the form submissions effectively. Navigate to your Paperform dashboard, edit the desired form, and paste the webhook URL in the integrations section under the ‘After Submission’ option.

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3. Sending Test Data to Pabbly Connect

To ensure that the integration is working, you need to send a test submission from Paperform. Open your form in a new tab and fill in the required fields. For example, enter a first name, last name, email, and phone number, then submit the form.

Once the form is submitted, return to Pabbly Connect to see if the data has been captured. You should see the details of the submission reflected in the dashboard, confirming that the trigger has successfully captured the data.

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4. Setting Up the Action to Create Records in Airtable

After testing the trigger, the next step is to set up the action in Pabbly Connect that will send the captured data to Airtable. In the action window, select ‘Airtable’ as the application and choose the action event ‘Create Record.’ This will allow you to create new records in your Airtable base automatically.

• Choose ‘Airtable’ as the action application.
• Select ‘Create Record’ as the action event.
• Connect your Airtable account by pasting the API key.

To connect your Airtable account, you will need to retrieve your API key from the Airtable account settings. Once connected, select the base and table where you want the data to be recorded. Map the fields from the Paperform submission to the corresponding fields in Airtable, such as first name, last name, email, and phone number.

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5. Testing and Saving the Integration

With the action set up, it’s time to test the integration. Click on ‘Save and Send Test Request’ in Pabbly Connect. This will send the test data to Airtable and create a new record. Check your Airtable base to confirm that the new record has been added successfully with the correct details.

Once you verify that the integration works as intended, click on ‘Save’ to finalize your workflow. You can now automate the process of sending Paperform submissions data to Airtable seamlessly. Whenever a new submission is made, the details will automatically populate in your Airtable base, streamlining your data management.

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Conclusion

By following this tutorial, you have successfully learned how to use Pabbly Connect to automate the integration of Paperform submissions data with Airtable. This powerful workflow allows you to manage customer data efficiently and ensures that every submission is recorded accurately in your Airtable base.

Learn how to integrate Paperform submissions with Google Sheets using Pabbly Connect. Step-by-step guide for seamless data transfer. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To send Paperform submissions data to Google Sheets, you need to access Pabbly Connect. Start by visiting the Pabbly website and navigate to the Pabbly Connect section. If you are a first-time user, click on the ‘Sign Up for Free’ option to create an account.

Once you have an account, sign in and access the Pabbly Connect dashboard. Here, you can create a new workflow to automate the process of sending submissions from Paperform to Google Sheets. To create a workflow, click on the plus sign and select ‘Create Workflow’.

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2. Creating a Workflow in Pabbly Connect

In this step, you will set up a workflow named ‘Send Paperform Submissions Data to Google Sheets’. This name can be customized as per your requirement. After naming your workflow, click on ‘Create’. Now, you will see a trigger window and an action window.

• Choose Paperform as the application in the trigger window.
• Select ‘New Form Submission’ as the trigger event.
• Copy the provided webhook URL for use in Paperform.

After completing these steps, you will be ready to link Paperform with Pabbly Connect. This connection will allow you to capture form submissions automatically.

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3. Setting Up Paperform for Integration

Now, head over to your Paperform account. Locate the form you want to connect and click on ‘Edit’. In the form settings, find the ‘After Submission’ option and select ‘Webhooks’. Here, paste the webhook URL you copied from Pabbly Connect.

Click on ‘Add Webhook’ to complete the setup. This step ensures that every time a form is submitted, the data will be sent to Pabbly Connect. To test this integration, you will need to submit a test entry through your Paperform.

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4. Testing the Integration with Pabbly Connect

To test the integration, fill out the Paperform with a sample submission. For example, input the first name as ‘Adam’, last name as ‘Smith’, email as ‘[email protected]’, and a phone number. After submitting the form, return to Pabbly Connect to see if the data has been captured successfully.

In the Pabbly Connect dashboard, you should see the details of your submission appear in the response section. This indicates that the connection between Paperform and Google Sheets is functioning correctly. Next, you will set up the action to send this data to Google Sheets.

• Choose Google Sheets as the application in the action window.
• Select ‘Add New Row’ as the action event.
• Connect your Google Sheets account to Pabbly Connect.

Once connected, you can map the fields from the Paperform submission to the corresponding columns in your Google Sheets.

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5. Finalizing the Integration with Google Sheets

After mapping the fields, click on ‘Save and Send Test Request’. This action will send the data from Paperform to your specified Google Sheets document. Check your Google Sheets to confirm that the new row has been added with the details from the form submission.

To ensure everything is working seamlessly, conduct additional test submissions through Paperform. Each submission should automatically populate a new row in your Google Sheets, confirming that the integration via Pabbly Connect is functioning correctly.

Once you confirm that the integration works as intended, save your workflow in Pabbly Connect to keep your automation active.

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Conclusion

In this tutorial, we explored how to send Paperform submissions data to Google Sheets using Pabbly Connect. By following the outlined steps, you can automate the process of capturing form submissions and storing them in Google Sheets efficiently. This integration allows for seamless data management and enhances productivity for your business.

Learn how to integrate Paperform with Telegram using Pabbly Connect to automate your customer service requests easily. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Paperform and Telegram Integration

To begin integrating Paperform with Telegram, first, access Pabbly Connect. This platform allows you to create automated workflows without any coding skills. Start by logging into your Pabbly Connect account and navigate to the dashboard.

Once on the dashboard, click on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Send Paperform Responses to Telegram’. After naming, click the ‘Create’ button to initiate the workflow setup.

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2. Setting Up the Trigger with Paperform

The next step involves configuring the trigger application, which in this case is Paperform. In the ‘Choose App’ field, select Paperform and then choose the trigger event as ‘New Form Submission’. This event will activate the workflow whenever a new form submission occurs. using Pabbly Connect

• Select Paperform as the trigger application.
• Choose the trigger event ‘New Form Submission’.
• Copy the provided webhook URL to connect with Paperform.

After copying the webhook URL, go to your Paperform dashboard, edit the form you want to connect, and navigate to the ‘After Submissions’ tab. Under integrations, select ‘Webhooks’ and paste the copied URL. Click ‘Add Webhook’ to finalize the connection.

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3. Testing the Submission and Receiving Data

With the webhook set up, it’s time to test the integration. Perform a test submission on your Paperform to ensure data is correctly sent to Pabbly Connect. Fill in the form with demo data and submit it.

Once submitted, return to Pabbly Connect to verify that the data has been received. You should see the details of the submission in the ‘Response Received’ section, confirming the integration is functioning correctly.

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4. Setting Up the Action to Send Messages on Telegram

After successfully testing the submission, it’s time to set up the action application, which is Telegram. In the action step, select ‘Telegram Bot’ and choose the action event as ‘Send Text Message’. Click on ‘Connect’ to establish a connection.

• Select Telegram Bot as the action application.
• Choose the action event ‘Send Text Message’.
• Create a new bot using BotFather in Telegram to get your token.

To create a bot, search for ‘BotFather’ in Telegram, send the command ‘/newbot’, and follow the prompts to name your bot and generate a username. Copy the token provided and paste it into your Pabbly Connect action setup.

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5. Finalizing the Integration and Testing

Now that the bot is created and the token is set, add the bot to your Telegram group where you want to send messages. You will also need to obtain the chat ID of your group. Open the group in Telegram and copy the string of numbers that appears after the hashtag in the search bar.

In the Pabbly Connect action setup, paste the chat ID and customize your message. You can include dynamic data from the Paperform submission in the message. For example, use placeholders to insert the customer’s name and service requested.

Once everything is set, click on ‘Save and Send Test Request’ to ensure the message is sent to your Telegram group. If successful, you will see the confirmation message in Telegram. This completes the integration process, allowing you to receive real-time notifications of Paperform submissions in Telegram.

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Conclusion

Integrating Paperform with Telegram using Pabbly Connect streamlines your customer service management by automating notifications for new service requests. This setup enhances communication and ensures your team is always informed.

Learn to automate employee resignation requests and send confirmations using Pabbly Connect, Google Sheets, and Gmail with this step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Employee Resignation Automation

To automate the employee resignation request process, start by logging into your Pabbly Connect account. This powerful integration platform enables seamless automation between Google Sheets and Gmail.

Once logged in, navigate to the dashboard of Pabbly Connect. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Auto Send Resignation Replies to Employees from Google Sheets’ to clarify its purpose.

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2. Trigger Setup with Google Sheets

The next step involves setting up the trigger using Google Sheets. In Pabbly Connect, select Google Sheets as your trigger application. Choose the trigger event as ‘New or Updated Spreadsheet Row’ to initiate the workflow whenever a row is updated.

• Select Google Sheets as the trigger app.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Copy the generated webhook URL for later use.

After selecting the trigger, follow the instructions to connect your Google Sheets. Open your spreadsheet, click on ‘Extensions’, then ‘Add-ons’, and choose ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it. Refresh the spreadsheet to activate the add-on.

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3. Configuring the Webhook URL in Google Sheets

With the Pabbly Connect Webhooks add-on installed, it’s time to configure the webhook URL. Click on ‘Extensions’, navigate to ‘Pabbly Connect Webhooks’, and select ‘Initial Setup’. Paste the copied webhook URL into the designated field. using Pabbly Connect

Next, specify the trigger column that will activate the workflow. For instance, if your final data entry column is ‘E’, enter ‘E’ in the trigger column field. Click on ‘Send Test’ to verify the connection. If successful, you will see a confirmation message indicating that the data has been sent.

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4. Sending Email Confirmation via Gmail

Now that the trigger is set up, the next step is to configure the action to send an email via Gmail. In Pabbly Connect, select Gmail as the action application and choose the action event as ‘Send Email’.

• Connect your Gmail account to Pabbly Connect.
• Map the recipient’s email address from the Google Sheets data.
• Customize the email subject and body based on the resignation status.

Fill in the email content, including the recipient’s name and the resignation status. You can personalize the message to reflect whether the resignation is accepted or rejected. Finally, click on ‘Save and Send Test Request’ to test the email functionality.

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5. Finalizing the Automation Process

After testing the email functionality, ensure everything is working as intended. You can check the employee’s Gmail account to confirm they received the email notification. This automation will significantly reduce manual efforts for HR managers, allowing them to focus on more important tasks.

Once the setup is complete, you only need to maintain the Google Sheets. Whenever you change the approval status to ‘Accept’ or ‘Reject’, the corresponding email will be sent automatically through Pabbly Connect.

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Conclusion

This tutorial demonstrated how to automate the employee resignation request process using Pabbly Connect, Google Sheets, and Gmail. By following these steps, you can streamline HR processes and enhance efficiency in handling resignations.

Learn how to automatically send Formstack leads to Mailgun using Pabbly Connect with this step-by-step tutorial. No coding needed! 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

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1. Setting Up Pabbly Connect for Formstack and Mailgun Integration

To start the integration process, you first need to access Pabbly Connect. Begin by logging into your Pabbly Connect account. If you don’t have an account yet, you can create one quickly through the link in the description. Pabbly Connect offers 100 free automation tasks every month, which is perfect for testing this integration.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow something descriptive like ‘Add Members in a List in Mailgun from Formstack Forms’ and click the create button. This is where you will set up the trigger and action for your automation.

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2. Creating Trigger in Pabbly Connect with Formstack

In this step, you will set up the trigger for your workflow using Pabbly Connect. The trigger event will be a new form submission from Formstack. Start by selecting Formstack as your trigger application.

• Select ‘New Form Submission’ as the trigger event.
• Click on ‘Connect’ and then select ‘Add New Connection’.
• Authorize Pabbly Connect to access your Formstack account.

After connecting, choose the specific form you want to use for capturing leads. For example, select the ‘Contact Form’ you created in Formstack. Once selected, click on ‘Save and Send Test Request’ to capture the form submission data.

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3. Setting Up Action in Pabbly Connect with Mailgun

Now that you have the trigger set up, it’s time to configure the action using Pabbly Connect. The action will be to add a new mailing list member in Mailgun. Search for Mailgun in the action application field and select it.

• Choose the action event as ‘Add New Mailing List Member’.
• Click on ‘Connect’ and then select ‘Add New Connection’.
• Input your Mailgun API key, host region, and domain name.

To obtain these details, navigate to your Mailgun dashboard. Copy the private API key from the security section and set the region based on where your domain is hosted. After entering these details, click on ‘Save’ to complete the connection.

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4. Mapping Data from Formstack to Mailgun in Pabbly Connect

With the action configured, it’s time to map the data from the Formstack submission to the Mailgun member details using Pabbly Connect. You will need to select the mailing list you want to add subscribers to. For example, choose the ‘Formstack List’ you created in Mailgun.

Next, you will map the email address and member name fields. Click on the respective fields to pull in data from the Formstack response. Set the option to update the member if present to ‘Yes’ to avoid errors in case of duplicate submissions. Once everything is mapped correctly, click on ‘Save and Send Test Request’ to verify the integration.

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5. Testing the Integration and Finalizing Setup in Pabbly Connect

After setting up the mapping, it’s crucial to test the integration using Pabbly Connect. Fill out the Formstack form as a demo lead and submit it. Upon submission, check the response section in Pabbly Connect to ensure you received the data correctly.

Finally, check your Mailgun mailing list to see if the new member has been added. Refresh the list to confirm that the demo lead appears as a subscriber. This process effectively automates the addition of Formstack leads to your Mailgun mailing list, saving you time and effort.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the integration of Formstack leads into Mailgun. By following these steps, you can streamline your lead management process without any coding skills. With Pabbly Connect, you can enhance productivity and efficiency in your email marketing efforts.

Learn how to integrate Paperform leads into Pabbly Connect effortlessly using Pabbly Connect. Follow our detailed step-by-step tutorial for seamless automation. 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

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1. Accessing Pabbly Connect for Integration

To start integrating Paperform leads with Pabbly Email Marketing, you must first access Pabbly Connect. Open your browser and type in ‘Pabbly.com’. Navigate to the products section and select Pabbly Connect.

If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users can simply click on ‘Sign In’. Once logged in, go to the Pabbly Connect dashboard to create a new workflow.

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2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the plus sign to create a new workflow. Name your workflow something descriptive, such as ‘Add Paperform Leads to Pabbly Email Marketing’. This will help you identify the workflow later. using Pabbly Connect

• Click on the ‘Create’ button to proceed.
• You will see a trigger window and an action window.
• Set up the trigger event as ‘New Form Submission’ from Paperform.

This process ensures that every time a form is submitted on Paperform, Pabbly Connect will capture the details and prepare them for addition to Pabbly Email Marketing.

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3. Setting Up the Paperform Trigger in Pabbly Connect

After selecting the trigger event, you will be provided with a webhook URL. Copy this URL as you will need to paste it into your Paperform account. This URL acts as a bridge between Paperform and Pabbly Connect.

Log in to your Paperform account, edit the form you want to connect, and navigate to the ‘After Submission’ section. Click on ‘Integrations’ and select ‘Webhooks’. Here, paste the webhook URL you copied from Pabbly Connect and click on ‘Add Webhook’.

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4. Testing the Integration with Pabbly Connect

To ensure that the integration is working correctly, you need to test it. Fill out the Paperform registration form with sample data, such as a name and email address. Once submitted, return to Pabbly Connect to check if the response has been captured.

• Look for the first name, last name, email, and phone number in the captured response.
• Ensure that all details are accurately reflected in the response.

If everything appears correct, you can proceed to set up the action step in Pabbly Connect to add the subscriber to Pabbly Email Marketing.

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5. Adding Subscriber to Pabbly Email Marketing

In the action window of Pabbly Connect, choose Pabbly Email Marketing as the application. Select the action event as ‘Add Subscriber’. Click on ‘Connect’ and enter your bearer token from the Pabbly Email Marketing account. using Pabbly Connect

Once connected, select the subscriber list you want to add the leads to. Map the fields from the Paperform submission (like email address and name) to the corresponding fields in Pabbly Email Marketing. Finally, click on ‘Save and Send Test Request’ to complete the integration.

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Conclusion

This tutorial demonstrated how to seamlessly integrate Paperform leads into Pabbly Email Marketing using Pabbly Connect. By following these steps, you can automate your lead capture process and enhance your email marketing efforts.

Learn how to collect leads from Paperform and add them as contacts in GoHighLevel using Pabbly Connect. Step-by-step tutorial included! Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin the integration process using Pabbly Connect, first, navigate to the Pabbly website. Type Pabbly.com in your browser and select the Products tab. Click on Pabbly Connect to access the integration platform.

If you are a new user, sign up for free by clicking on the Sign Up Free button. You can create your account in just a few minutes. Existing users can simply click on Sign In to access their dashboard. Once logged in, locate the Pabbly Connect application and click on Access Now.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you will see your dashboard. To create a new workflow, click on the plus sign and select Create Workflow. Name your workflow, for instance, Collect Leads from Paperform and Add to GoHighLevel, then click on Create.

• Name your workflow according to your requirement.
• Understand the trigger-action mechanism in Pabbly Connect.

In this integration, the trigger will be the submission of a Paperform form, and the action will be the creation of a new contact in GoHighLevel. This setup allows seamless data transfer between the applications.

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3. Setting Up Paperform as a Trigger in Pabbly Connect

To set up Paperform as the trigger in Pabbly Connect, open the trigger window and select Paperform from the application list. In the trigger event, choose New Form Submission. This setup ensures that every time a form is submitted, it will trigger an action in GoHighLevel.

Next, you will be provided with a webhook URL. Copy this URL and navigate to your Paperform account. Edit the form you wish to connect and go to the After Submission option. Under Integrations, select Webhooks and paste the copied URL. Click on Add Webhook to finalize the integration.

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4. Configuring GoHighLevel as Action in Pabbly Connect

With Paperform set as the trigger, the next step is to configure GoHighLevel as the action. In the action window of Pabbly Connect, select GoHighLevel from the application list and choose Create Contact as the action event. Click on Connect and then Add New Connection to link your GoHighLevel account.

To connect, you will need the API key from your GoHighLevel account. Navigate to the settings in your GoHighLevel account, find the API keys section, and copy the relevant API key. Paste this key into Pabbly Connect and click Save to establish the connection. This will allow Pabbly Connect to create new contacts in GoHighLevel using the data from Paperform.

• Ensure you are logged into your GoHighLevel account before creating the connection.
• Map the fields from Paperform to GoHighLevel for accurate data transfer.

Once the connection is established, you can map the form fields such as first name, last name, email, and phone number to the corresponding fields in GoHighLevel. This ensures that every new submission is accurately captured as a new contact.

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5. Testing the Integration Between Paperform and GoHighLevel

To test the integration, go back to your Paperform and submit a test entry. Fill in the form with the required details like first name, last name, email, and phone number, then click Submit. This submission will trigger the webhook and send the data to Pabbly Connect.

Return to Pabbly Connect to check if the data has been captured successfully. You should see the details of the form submission displayed. If everything is set up correctly, you will then proceed to test the action by sending a test request to create the contact in GoHighLevel.

After executing the test, log into your GoHighLevel account and navigate to the contacts section. You should see the new contact created with the details provided in the form submission. This confirms that the integration is functioning as intended, allowing you to collect leads from Paperform and add them to GoHighLevel seamlessly.

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Conclusion

In conclusion, using Pabbly Connect allows you to efficiently collect leads from Paperform and automatically add them as contacts in GoHighLevel. This integration streamlines your workflow, ensuring no lead is missed. Follow the steps outlined to set up your integration today!

Learn how to collect leads from Paperform and automatically add them to Flowlu CRM using Pabbly Connect. Step-by-step tutorial with detailed instructions. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect for Integrating Paperform and Flowlu CRM

Pabbly Connect is a powerful automation tool that allows you to integrate various applications seamlessly. In this tutorial, we will focus on how to use Pabbly Connect to collect leads from Paperform and automatically add them to your Flowlu CRM account. This integration simplifies the process of managing customer data without requiring any coding skills.

To get started, you will need accounts for both Paperform and Flowlu CRM. Pabbly Connect will act as the intermediary, ensuring that every submission on your Paperform is captured and transferred directly to Flowlu CRM. This automated workflow saves time and ensures accuracy in your customer database.

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2. Setting Up Pabbly Connect for Paperform and Flowlu Integration

To set up the integration, navigate to the Pabbly Connect website and sign up for an account if you haven’t already. Once logged in, you will access the dashboard where you can create a new workflow. Click on the plus sign to create a workflow and name it, for instance, ‘Collect Leads from Paperform and Add to Flowlu CRM’. using Pabbly Connect

• Visit the Pabbly Connect website and log in.
• Create a new workflow and name it appropriately.
• Set up the trigger event using Paperform.

After naming your workflow, you will see a trigger window and an action window. In the trigger window, select Paperform as your application and choose the trigger event as ‘New Form Submission’. This action will allow Pabbly Connect to capture every new submission made on your Paperform.

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3. Configuring Paperform for Lead Collection

Next, you need to configure your Paperform to send submissions to Pabbly Connect. Log into your Paperform account and edit the form you want to use for lead collection. Under the ‘After Submission’ section, find the integrations and webhooks option.

Copy the webhook URL provided by Pabbly Connect and paste it into the Paperform webhook section. This allows Paperform to send the lead data to Pabbly Connect whenever someone submits the form. Make sure to save your changes in Paperform before proceeding.

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4. Setting Up Flowlu CRM to Receive Leads

Now that your Paperform is configured, it’s time to set up Flowlu CRM to receive the leads. Go back to your Pabbly Connect dashboard and in the action window, select Flowlu CRM as the application. Choose the action event as ‘Create CRM Account Contact’. This step is crucial as it defines what happens to the data captured from Paperform. using Pabbly Connect

To connect Flowlu CRM, you will need your API key and account URL. Log into your Flowlu account, navigate to the system settings, and locate the API settings to generate a new API key. Copy this key and your account URL, then paste them into Pabbly Connect to establish the connection.

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5. Testing the Integration between Paperform and Flowlu CRM

With everything set up, it’s essential to test the integration to ensure it works correctly. Fill out your Paperform with test data and submit it. Pabbly Connect will capture this submission and automatically create a new contact in your Flowlu CRM. using Pabbly Connect

Once the test submission is successful, check your Flowlu CRM to verify that the new contact appears with all the correct details. This confirms that your integration is functioning as intended and that Pabbly Connect is successfully linking Paperform submissions to Flowlu CRM.

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Conclusion

Using Pabbly Connect, you can efficiently automate the process of collecting leads from Paperform and adding them to Flowlu CRM. This integration not only saves time but also enhances your data management capabilities, allowing for better customer relationship management. With just a few steps, you can set up a workflow that keeps your leads organized and accessible.