Author: Nitin Maheshwari

Learn how to integrate Pabbly Connect with Slack using Pabbly Connect for automatic notifications upon form submissions. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

---

1. Access Pabbly Connect for Integration

To start sending Pabbly Form Builder responses to Slack, you first need to access Pabbly Connect. Open your browser and type Pabbly.com. From the homepage, 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, you will be directed to the Pabbly Connect dashboard, where you can create a new workflow.

---

2. Create a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the plus sign to create a new workflow. Name your workflow, such as ‘Send Pabbly Form Builder Responses to Slack’. This naming helps in easily identifying the workflow later.

In the workflow setup, you will see a trigger window and an action window. The trigger is the event that starts the workflow, while the action is what happens as a result. Here, you want the trigger to be a new form submission from Pabbly Form Builder.

• Click on the trigger window and select Pabbly Form Builder.
• Choose the trigger event as ‘New Form Submission’.
• Copy the webhook URL provided for the next step.

Now, you will need to set up this webhook URL in your Pabbly Form Builder account to capture responses.

---

3. Set Up Webhook in Pabbly Form Builder

Navigate to your Pabbly Form Builder dashboard and click on the ‘Integrations’ option. From there, find the ‘Webhooks’ option and click on the plus sign to create a new webhook.

Paste the copied webhook URL from Pabbly Connect into the designated field and click on ‘Save’. This action links your form submissions to the workflow you created in Pabbly Connect.

• Ensure the webhook is saved successfully.
• Return to Pabbly Connect and click on ‘Capture Webhook Response’.

This allows you to capture the details of the form submission for the next steps in your workflow.

---

4. Test Form Submission and Configure Slack

To test the integration, go back to your Pabbly Form Builder and fill out the form with sample data. For example, enter a name like ‘Adam Smith’, an email, and other required fields, then submit the form.

Return to Pabbly Connect to see the captured response. This response will include all the details you submitted. Now, move to the action window and select Slack as the application to send messages.

Choose the action event as ‘Send Channel Message’. Connect your Slack account by clicking on ‘Connect’ and follow the prompts to authorize.

After connecting, select the channel where you want to send the messages, such as ‘Pabbly Team’.

---

5. Map Data and Finalize Integration

In the message field for Slack, you can customize the notification message. For instance, you might write, ‘Hello team, we have received a new application from {name}.’ Ensure you map the relevant fields from the form submission to the message.

After configuring the message, click on ‘Save and Send Test Request’. This sends a test message to your Slack channel. Check your Slack channel to verify that the message has been received correctly.

Finally, save your workflow in Pabbly Connect. This ensures that your integration is active and will automatically send notifications for future form submissions.

---

Conclusion

By using Pabbly Connect, you can effortlessly send Pabbly Form Builder responses to Slack. This integration automates notifications, ensuring your team stays updated with new submissions in real-time. Start automating your workflows today!

Learn how to automate sending Formstack leads to SendGrid using Pabbly Connect. Step-by-step tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To start the integration process of sending Formstack leads to SendGrid, you first need to access Pabbly Connect. Open your browser and type in the URL for Pabbly’s official website.

Once there, navigate to the products section and click on Pabbly Connect. If you are a new user, sign up for a free account, which allows you to complete 100 tasks monthly. Existing users can simply log in to their accounts to access the dashboard.

---

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, you will need to create a new workflow for sending Formstack leads to SendGrid. Click on the plus sign to create a new workflow and name it appropriately.

• Click on ‘Create Workflow’.
• Enter a name for your workflow, such as ‘Send Formstack Leads to SendGrid’.
• Click on the ‘Create’ button to proceed.

Next, you will see a trigger window and an action window. In the trigger window, select Formstack as your application and choose the event ‘New Form Submission’. This sets up the trigger that will initiate the workflow.

---

3. Connecting Formstack to Pabbly Connect

To connect Formstack to Pabbly Connect, click on the connect button in the trigger window. You will be prompted to authorize the connection. Make sure you are logged into your Formstack account before proceeding.

Once authorized, select the specific form you want to use for this integration. For example, if you have a lead form, select it from the list of available forms. After selecting the form, click on ‘Save’ and then send a test request to capture the response.

---

4. Setting Up the SendGrid Integration

With Formstack connected, the next step is to integrate SendGrid. In the action window of Pabbly Connect, search for SendGrid and select the action event ‘Add or Update a Contact’. Click on connect to establish the connection.

• Generate an API key in your SendGrid account under settings.
• Copy the API key and paste it into Pabbly Connect as a token.
• Select the contact list where you want to add the new leads.

After successfully connecting SendGrid, you will need to map the fields from the Formstack submission to the SendGrid contact fields, such as first name, last name, and email address. Once mapped, click on ‘Save’ and send a test request to verify the integration.

---

5. Testing the Integration

To ensure that the integration between Pabbly Connect, Formstack, and SendGrid is working correctly, perform a test submission through your Formstack form. Fill in the required fields and submit the form.

After submission, return to Pabbly Connect and check if the new contact appears in your SendGrid contact list. Refresh the list to see the newly added contact with the details you submitted in the form.

This confirms that the integration is functioning as intended, automatically adding new contacts from Formstack to SendGrid without any manual intervention.

---

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of sending Formstack leads to SendGrid. By following these steps, you can streamline your lead management and ensure that every submission is promptly added to your email marketing platform.

Utilizing Pabbly Connect for this integration not only saves time but also enhances your marketing efforts by keeping your contact lists updated automatically.

Learn how to automate lead collection from Webflow to Pipedrive using Pabbly Connect in this detailed tutorial. Follow our step-by-step guide for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To begin the integration process, first log in to your Pabbly Connect account. If you don’t have an account yet, you can quickly create one by following the link in the description. Once logged in, you will be directed to the Pabbly Connect dashboard where you can start creating your workflow.

After accessing the dashboard, click on the Create Workflow button. You can name your workflow, for instance, ‘Add Persons from Webflow Responses into Pipedrive Automatically.’ This name helps you identify the workflow later. Once named, click on the Create button to proceed.

---

2. Setting Up Webflow as the Trigger Application

In this step, you will set up Webflow as the trigger application in Pabbly Connect. Select Webflow from the list of applications and choose the trigger event as New Form Submission. This event will activate the workflow whenever a new form submission occurs on your Webflow site.

• Select Webflow as the trigger application.
• Choose the trigger event New Form Submission.
• Copy the provided webhook URL.

Next, go to your Webflow dashboard, navigate to the settings of your site, and find the Integrations tab. Here, you can add the webhook by selecting Add Webhook and pasting the copied URL into the webhook URL field. Set the trigger type to Form Submission and click Add Webhook.

---

3. Testing the Form Submission

After setting up the webhook in Webflow, it’s time to test the form submission. Fill out the form on your website as a demo lead. For example, you can enter details like name, email, and phone number. Once you submit the form, Pabbly Connect will receive the data from this submission.

To verify that the data has been captured, return to your Pabbly Connect dashboard and check the Response Received section. Here, you should see the details of the person who filled out the form, confirming that the webhook is functioning correctly.

---

4. Setting Up Pipedrive as the Action Application

Now that you have successfully captured the form submission, the next step is to set up Pipedrive as the action application in Pabbly Connect. Select Pipedrive and choose the action event as Create Person. This action will add the new lead to your Pipedrive account.

To connect Pipedrive, you will need to provide your API token. You can find this token in the Personal Preferences section of your Pipedrive account. Once you have the API token, paste it into the connection field in Pabbly Connect and click Save.

• Select Pipedrive as the action application.
• Choose Create Person as the action event.
• Input your Pipedrive API token.

After connecting, you will need to map the data from the Webflow form to the fields in Pipedrive. For example, map the name, email, and phone number fields accordingly. Once the mapping is complete, click on Save and Send Test Request to ensure that the lead is added to your Pipedrive account.

---

5. Final Setup and Conclusion

After successfully testing the connection, you will see the new lead added to your Pipedrive contacts. This confirms that your integration is working perfectly. The beauty of using Pabbly Connect is that this automation only needs to be set up once; after that, all future form submissions will automatically create leads in Pipedrive without any manual effort.

To recap, you started by creating a workflow in Pabbly Connect, set Webflow as the trigger, tested the form submission, and finally connected Pipedrive to create a new person. This seamless integration will save you time and streamline your lead collection process.

For those looking to automate their lead collection process, using Pabbly Connect with Webflow and Pipedrive is an effective solution. You can clone the workflow created in this tutorial for your own use and start automating today!

Conclusion

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

---

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Webflow and Pipedrive, making lead collection seamless. Follow the steps outlined to set up your own automation and enhance your workflow efficiency.

Learn how to create Asana tasks from Formstack form submissions using Pabbly Connect. This detailed tutorial covers every step for seamless integration. 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

---

1. Accessing Pabbly Connect for Integration

To create Asana tasks using Formstack form submissions, you first need to access Pabbly Connect. Start by navigating to the Pabbly website and entering ‘Pabbly.com/connect’ in your browser’s address bar.

Once on the Pabbly Connect page, you will have the option to sign in or sign up if you don’t already have an account. Signing up is free, and you will receive 100 free tasks per month to explore the platform’s features.

---

2. Creating a Workflow in Pabbly Connect

After logging in to Pabbly Connect, click on the ‘Create Workflow’ button. You will then need to name your workflow, such as ‘Formstack to Asana’, to clearly indicate its purpose.

Once the workflow is created, you will see two sections: the trigger and the action. The trigger is where you will specify what event starts the automation. For this integration, select Formstack as the trigger application and choose ‘New Form Submission’ as the event.

• Select Formstack as the trigger app.
• Choose ‘New Form Submission’ as the event.
• Connect your Formstack account with Pabbly Connect.

After setting up the trigger, click on ‘Save and Send Test Request’ to ensure that Pabbly Connect is properly capturing data from your Formstack form.

---

3. Filling the Formstack Form

Next, you need to fill out your Formstack form to test the integration. The form should include fields for name, email, task name, and description. For example, you might enter:- Name: John Adams- Email: [email protected] Task Name: Pabbly Connect Integration- Description: ‘Hello, I am facing an issue with integration between Google Sheets to Gmail. Please resolve it. Thank you!’

Once you have filled out the form, click on ‘Submit’. This action will trigger the webhook response in Pabbly Connect, confirming that the data has been received successfully. You will see a response with the details you entered, which indicates that the integration is working correctly.

---

4. Setting Up Asana in Pabbly Connect

Now that you have configured the trigger, it’s time to set up the action in Asana. In Pabbly Connect, select Asana as the action application and choose ‘Create Task’ as the action event.

Click on ‘Connect’ to link your Asana account. You will need to authorize Pabbly Connect to access your Asana data. After connecting, select your workspace and the project where the task will be created.

• Choose the correct workspace in Asana.
• Select the project for the new task.
• Map the task name and description from the Formstack submission.

Once you have set up the mapping, click ‘Save and Send Test Request’. This will create a new task in Asana based on the details submitted through the Formstack form.

---

5. Verifying the Integration

To verify that the integration works, return to your Asana account and check if the new task appears. For instance, you should see a task titled ‘Pabbly Connect Integration’ with the description you provided.

To ensure everything is functioning correctly, repeat the form submission with different data. For example, submit another entry with:- Name: Jenny Thomas- Email: [email protected] Task Name: Trigger Issues- Description: ‘I am facing an issue with my high-level contact trigger. Please resolve it. Thank you!’

After submitting this new form, check Asana again. You should see the new task created automatically, demonstrating that the integration between Formstack and Asana using Pabbly Connect is successful.

---

Conclusion

Integrating Asana with Formstack using Pabbly Connect allows for seamless task management based on form submissions. By following the steps outlined in this tutorial, you can automate your workflow efficiently.

This integration not only saves time but also ensures that your team stays organized and informed about new tasks. Start using Pabbly Connect today to enhance your productivity!

Learn how to automate ClickUp tasks from Formstack form submissions using Pabbly Connect with 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 ClickUp tasks using Formstack form submissions, the first step is accessing Pabbly Connect. This platform enables seamless integration between various applications, including Formstack and ClickUp.

Begin by navigating to the Pabbly Connect website. You can do this by typing ‘Pabbly.com/connect’ in your browser’s address bar. If you already have an account, simply log in. If not, you can sign up for free and enjoy 100 free tasks each month.

---

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow something relevant, like ‘Formstack to ClickUp’. This name helps you remember the purpose of the workflow.

After naming your workflow, you will see two sections: Trigger and Action. The Trigger section is where you set up the event that starts the automation, while the Action section is where you define what happens as a result. In this case, the trigger will be a new form submission from Formstack.

• Click on the Trigger section and select Formstack.
• Choose the event ‘New Form Submission’.
• Connect your Formstack account to Pabbly Connect by authorizing the integration.

After setting up the trigger, you can test it to ensure it captures data correctly from Formstack. This is crucial for making sure your automation works as intended.

---

3. Setting Up Formstack for Submissions

With the trigger configured, it’s time to set up your Formstack form. Ensure your form includes fields for the necessary data, such as name, email, task name, and description. This data will be sent to ClickUp to create a task.

Once your form is ready, submit a test entry to see how it integrates with Pabbly Connect. For instance, you might fill in your name, email, a task name like ‘Pabbly Connect Integration’, and a description detailing the task.

• Fill in the form with test data.
• Submit the form and return to Pabbly Connect.
• Click on ‘Save and Send Test Request’ to capture the data.

After submitting the form, check Pabbly Connect to ensure that it has received the data correctly. This step verifies that your Formstack setup is working properly with the Pabbly Connect integration.

---

4. Connecting ClickUp to Pabbly Connect

After successfully setting up Formstack, the next step is to connect ClickUp to Pabbly Connect. In the Action section, select ClickUp and choose the action event ‘Create Task’. This will allow you to create a new task in ClickUp based on the form submission data.

To connect ClickUp, you will need an API token. Log into your ClickUp account, click on your profile icon, navigate to the Apps section, and copy your API token. Paste this token into Pabbly Connect to establish the connection.

Select the ClickUp action event ‘Create Task’. Paste your API token from ClickUp into Pabbly Connect. Map the fields from Formstack to ClickUp.

Mapping allows you to take the data from the Formstack submission and place it into the appropriate fields in ClickUp, ensuring that all necessary information is transferred correctly.

---

5. Finalizing the Integration and Testing

With both Formstack and ClickUp connected through Pabbly Connect, it’s time to finalize your integration. Ensure all fields are correctly mapped, including the task name, description, and any additional details you want to include.

After mapping the fields, click on ‘Save and Send Test Request’ to create a test task in ClickUp. Check ClickUp to confirm that the task has been created with the correct details. This test is crucial to ensure that your automation is functioning as expected.

Once you confirm that the task appears correctly in ClickUp, your integration is complete! You can now automate the process of creating ClickUp tasks whenever there is a new Formstack form submission, streamlining your workflow significantly.

---

Conclusion

In this tutorial, we explored how to automate the creation of ClickUp tasks using Formstack form submissions through Pabbly Connect. This integration enhances productivity by ensuring that every form submission is tracked and addressed efficiently. Start using Pabbly Connect today to simplify your workflows!

Learn how to seamlessly integrate Formstack leads to Sendinblue using Pabbly Connect in this detailed tutorial. Follow step-by-step instructions for automation. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

---

1. Understanding Formstack and Sendinblue with Pabbly Connect

In this section, we will discuss how Pabbly Connect integrates Formstack and Sendinblue. Formstack is a powerful form-building software that allows you to create contact forms, while Sendinblue is an email marketing platform used to manage contacts and send marketing emails.

Using Pabbly Connect, you can automate the process of sending leads from Formstack directly to your Sendinblue account. This means that whenever a customer fills out your Formstack form, their details will be automatically added to your Sendinblue contact list.

---

2. Setting Up Pabbly Connect for Integration

To start the integration, first, navigate to the Pabbly Connect website. You will need to create an account if you are a new user. Click on the ‘Sign Up for Free’ button to get started. Existing users can simply sign in.

• Visit Pabbly Connect and click on ‘Access Now’ under the apps section.
• Click on the ‘+’ icon to create a new workflow.
• Name your workflow, e.g., ‘Send Formstack Leads to Sendinblue’.

Once your workflow is created, you will see trigger and action windows. The trigger is the event that starts the automation, and the action is what happens as a result.

---

3. Configuring the Formstack Trigger in Pabbly Connect

In the trigger window of Pabbly Connect, select Formstack as your application. For the trigger event, choose ‘New Form Submission’. This setup will allow Pabbly Connect to capture new submissions from your Formstack form.

Next, click on ‘Connect’ and then ‘Add New Connection’. You will need to authorize Pabbly Connect to access your Formstack account. Make sure you are logged into your Formstack account to facilitate this process.

• Authorize Pabbly Connect to access your Formstack account.
• Select the form you want to use for this integration.
• Click ‘Save and Send Test Request’ to capture the response.

After submitting a test entry in your Formstack form, you will see the captured details in Pabbly Connect. This confirms that the trigger is set up correctly.

---

4. Creating the Sendinblue Action in Pabbly Connect

Now, move to the action window in Pabbly Connect and select Sendinblue as your application. Choose ‘Create a Contact’ as the action event. This step will enable Pabbly Connect to create new contacts in your Sendinblue account whenever a form is submitted.

Click on ‘Connect’ and then ‘Add New Connection’. You will need to enter your Sendinblue API key, which can be found in your Sendinblue account settings under SMTP and API.

Generate a new API key in Sendinblue. Copy the API key and paste it into Pabbly Connect. Select the list where the new contacts should be added.

Map the fields from your Formstack submission to the corresponding fields in Sendinblue. This includes first name, last name, and email address. Save and send a test request to ensure everything is functioning properly.

---

5. Testing the Integration with Pabbly Connect

After setting up both the trigger and action, it’s essential to test the integration. Fill out your Formstack form again with a new set of details to simulate a real submission. Once submitted, check your Sendinblue account to verify that the new contact has been added successfully.

Refresh your Sendinblue contacts list, and you should see the new entry reflecting the details you submitted via Formstack. This confirms that Pabbly Connect is working effectively to automate the lead transfer process.

To finalize, ensure you save your workflow in Pabbly Connect to keep the integration active. This will allow your Formstack leads to be sent to Sendinblue automatically without any manual effort.

---

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the integration between Formstack and Sendinblue. By following these steps, you can ensure that every lead captured through your Formstack forms is automatically added to your Sendinblue contact list, enhancing your marketing efforts.

Learn how to automatically add leads from Formstack to Flowlu using Pabbly Connect. Follow this step-by-step guide for seamless integration. 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

---

1. Introduction to Pabbly Connect for Formstack and Flowlu Integration

In this tutorial, we will explore how to use Pabbly Connect to automate the process of adding leads from Formstack to Flowlu. This integration allows you to capture lead information efficiently without manual input. By automating this workflow, you can save time and ensure that all leads are promptly managed in your CRM.

To begin, navigate to the Pabbly Connect website. If you’re a new user, sign up for a free account. Existing users can simply log in. Pabbly Connect provides a user-friendly interface that simplifies the integration process, making it accessible even for non-technical users.

---

2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, you will need to create a new workflow for the integration. Click on the plus sign to create a new workflow. Name your workflow, for instance, ‘Add Leads from Formstack to Flowlu’ to reflect its purpose.

Next, you will see a trigger and action window. Here’s how to set it up:

• Select Formstack as the trigger application.
• Choose the trigger event as ‘New Form Submission’.
• Connect your Formstack account by authorizing Pabbly Connect.

After completing these steps, you will be ready to choose the specific form you want to use for this integration.

---

3. Configuring the Formstack Trigger in Pabbly Connect

In this section, we will configure the Formstack trigger to capture lead details. Select the specific form from your Formstack account that you want to integrate. For this tutorial, we will use the ‘Lead Form’.

After selecting the form, click on ‘Save and Send Test Request’. This action will prompt you to submit a test entry to ensure the connection is working. Go to your Formstack form and fill in the required fields like name, email, and phone number, then submit the form.

Once the test submission is made, return to Pabbly Connect. You should see the response captured, displaying the lead details. This confirms that Pabbly Connect has successfully received data from Formstack, ready for the next step.

---

4. Setting Up the Flowlu Action in Pabbly Connect

Now that we have the lead information from Formstack, it’s time to set up the action in Flowlu. In the action window, select Flowlu as the application. Choose the action event ‘Create CRM Account Contact’ to add the lead details into your Flowlu account. using Pabbly Connect

Next, connect your Flowlu account by providing the necessary API key and account URL. To find these details, log into your Flowlu account, navigate to the system settings, and retrieve your API key from the API settings section.

Once connected, map the lead details from the Formstack submission to the corresponding fields in Flowlu. This includes first name, last name, email, and phone number. After mapping, click on ‘Save and Send Test Request’ to create the contact in Flowlu. You should see a confirmation that the contact has been successfully created.

---

5. Testing the Integration Between Formstack and Flowlu

With the integration set up, it’s crucial to test its functionality. Go back to your Formstack form and submit another test entry with new lead information. This will help verify that the automation is working correctly.

After submitting the form, check your Flowlu account to confirm that the new contact appears in the CRM. Refresh the contacts section to see if the details match the submission from Formstack. If everything is set up correctly, you will see the new lead listed in your Flowlu contacts.

This successful integration demonstrates how Pabbly Connect effectively automates the process of adding leads from Formstack to Flowlu, ensuring that your lead management is seamless and efficient.

---

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the addition of leads from Formstack to Flowlu. By following these steps, you can streamline your lead management process and ensure that all leads are captured efficiently in your CRM.

Learn how to automate lead management by integrating Formstack with Encharge through Pabbly Connect. Follow our step-by-step guide for seamless integration. 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

---

1. Introduction to Pabbly Connect for Formstack and Encharge Integration

Pabbly Connect is an automation platform that simplifies the integration of various applications, including Formstack and Encharge. In this tutorial, we will explore how to automatically add leads from Formstack to your Encharge account using Pabbly Connect.

Formstack is a powerful form-building software, while Encharge is an email marketing platform. By integrating these two applications through Pabbly Connect, you can streamline your lead management process without any coding skills.

---

2. Setting Up Your Pabbly Connect Account

To start integrating Formstack with Encharge, first visit the Pabbly Connect website. If you are a new user, click on the ‘Sign up for free’ option to create your account. Returning users can simply sign in to access their dashboard.

Once signed in, navigate to the Pabbly Connect dashboard and follow these steps to create a workflow:

• Click on the plus sign to create a new workflow.
• Name your workflow, for example, ‘Add Leads from Formstack to Encharge’.
• Click on ‘Create’ to finalize your workflow setup.

Now that your workflow is set up, you’re ready to define the trigger and action needed for the integration.

---

3. Creating a Trigger in Pabbly Connect

In this section, we will set up the trigger for our integration. A trigger is an event that starts the automation process. In Pabbly Connect, select Formstack as your application and choose the trigger event as ‘New Form Submission’. This will capture any new leads submitted through your Formstack form.

Next, click on ‘Connect’ and then select ‘Add New Connection’. You will need to authorize Pabbly Connect to access your Formstack account. Ensure you are logged into Formstack before proceeding with the authorization process. Once authorized, select the specific form you want to use for this integration.

---

4. Mapping Formstack Data to Encharge

Now that we have our trigger set up, it’s time to create the action that will add the lead to Encharge. In the action window, search for Encharge and select it as your application. Choose the action event as ‘Add or Update Person’. This step is crucial as it enables Pabbly Connect to push the Formstack data into your Encharge account.

After connecting to Encharge, you will need to map the data from Formstack to the required fields in Encharge. This includes:

• Email Address
• First Name
• Last Name
• Company Name

Once you have mapped all the necessary fields, click on ‘Save and Send Test Request’ to verify that the integration works correctly. This step will show you if the data is successfully sent to Encharge.

---

5. Testing and Saving Your Integration Workflow

After mapping the data and confirming that a new lead is created in Encharge, it’s essential to test the workflow to ensure it functions as expected. Fill out the Formstack form with test data and submit it. Return to Pabbly Connect to check if the lead appears in your Encharge account.

Once you confirm that the integration is working flawlessly, save your workflow in Pabbly Connect. This will ensure that all future leads submitted through your Formstack form are automatically added to your Encharge account.

---

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Formstack with Encharge seamlessly. By following the steps outlined, you can automate the process of adding leads, saving time and effort in your lead management system. With Pabbly Connect, you can enhance your business automation and improve your workflow efficiency.

Learn how to automate student enrollment in LearnDash and add users in WordPress using Pabbly Connect and ThriveCart with this step-by-step guide. 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

---

1. Setting Up Pabbly Connect for Integration

To automate the process of enrolling students in LearnDash and adding them as WordPress users, you need to start by accessing Pabbly Connect. First, log in to your Pabbly Connect account. If you don’t have an account, you can create one using the link provided in the description.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Create User in WordPress and Student in LearnDash on ThriveCart Sale,’ and click on the ‘Create’ button. This workflow will manage the automation between ThriveCart, WordPress, and LearnDash.

---

2. Triggering Event in ThriveCart

The next step in your automation involves setting up the trigger in Pabbly Connect. Choose ThriveCart as your trigger application and select ‘Product Purchase’ as the trigger event. This means that every time a product is sold through your ThriveCart checkout page, it will trigger the workflow.

• Select ‘Add New Connection’ and enter your ThriveCart API key, which you can find in your ThriveCart account settings under API and Webhooks.
• After connecting, choose the products you want to track sales for, such as ‘PHP for Beginners’ and ‘Advanced Node.js Course’.
• Click ‘Save and Send Test Request’ to ensure the connection is working properly.

Once you receive a response, it indicates that Pabbly Connect is successfully capturing the data from ThriveCart whenever a purchase is made.

---

3. Checking User Existence in WordPress

After setting up the trigger, the next step is to check if the user already exists in your WordPress site. In this step, select WordPress as the action application and choose ‘Search User’ as the action event. This will help determine if the purchaser is already a registered user. using Pabbly Connect

Connect to your WordPress account by entering your username, password, and the base URL. Use the URL of your WordPress site, omitting any additional paths. You will map the email of the customer who purchased the course from ThriveCart to search for their user account in WordPress.

• If the user exists, the workflow will proceed to enroll them in LearnDash.
• If the user does not exist, you will create a new user in WordPress.

After executing this step, you will know whether to create a new user or enroll an existing user in LearnDash.

---

4. Routing User Actions in Pabbly Connect

With the information on whether the user exists or not, you can set up routing in Pabbly Connect. Use the router function to create two routes: one for existing users and another for new users. This allows you to handle each case appropriately based on the user’s status.

For the existing user route, select ‘Enroll into Course’ in LearnDash as the action. Connect to LearnDash using the same WordPress credentials and map the user ID from the previous step to enroll them in the respective course.

For new users, you will create a user in WordPress by mapping their details from the ThriveCart data. After creating the user, you will also enroll them in the appropriate course in LearnDash.

This structured approach ensures that all users are handled correctly based on their existing status in your WordPress site.

---

5. Sending Email Notifications

The final step in your automation process involves sending email notifications to users. Use the Gmail integration in Pabbly Connect to send a welcome email to new users. Set the action event to ‘Send Email’ and connect your Gmail account.

In the email setup, map the recipient’s email address from the ThriveCart data and include the username and password in the email body. This will provide users with the necessary credentials to log into their new accounts.

Create a subject line such as ‘Congratulations, you are now a website user!’ In the email body, thank them for their purchase and provide their login credentials.

This step ensures that all users are informed about their new accounts, enhancing their experience and engagement with your courses.

---

Conclusion

By following these steps, you can effectively automate the process of enrolling students in LearnDash and adding them as users in WordPress using Pabbly Connect. This integration not only saves time but also improves productivity by reducing manual tasks.

Learn how to automate the integration of Formstack leads into Zoho Campaigns using Pabbly Connect. Step-by-step tutorial with detailed instructions. 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

---

1. Setting Up Pabbly Connect for Automation

To begin automating the process of sending Formstack leads to Zoho Campaigns, you first need to access Pabbly Connect. This platform allows you to create workflows that integrate various applications seamlessly.

Start by logging into your Pabbly Connect account. If you don’t have an account yet, you can create one quickly. After logging in, you will be directed to the dashboard where you can create a new workflow.

---

2. Creating a Workflow in Pabbly Connect

Once you are on the dashboard of Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, name it ‘Add Formstack Leads into Zoho Campaigns Automatically’.

• Click on the ‘Create’ button.
• You will see options for ‘Trigger’ and ‘Action’.

Next, set up your trigger. Choose ‘Formstack’ as your trigger application and select the event as ‘New Form Submission’. This will initiate the workflow whenever a new lead is submitted through your Formstack form.

---

3. Connecting Formstack to Pabbly Connect

In this step, you will connect your Formstack account to Pabbly Connect. After selecting Formstack as your trigger, click on ‘Connect’. Choose ‘Add New Connection’ and authorize Pabbly Connect to access your Formstack account.

Once authorized, you will need to select the specific form you want to use for lead collection. Choose the appropriate form from your Formstack account and click on ‘Save & Send Test Request’. This will allow Pabbly Connect to capture the data from a test submission.

---

4. Adding Leads to Zoho Campaigns via Pabbly Connect

After capturing the lead data, the next step is to connect to Zoho Campaigns. In the action step of your workflow, search for ‘Zoho Campaigns’. Select it and then choose the action event as ‘Add or Update Subscriber’. This will allow you to add leads as subscribers in your Zoho Campaigns account. using Pabbly Connect

• Click on ‘Connect’ and select ‘Add New Connection’.
• Enter your Zoho account domain and authorize the connection.

Once connected, select the list in Zoho Campaigns where you want to add your leads. Map the lead details from Formstack to the corresponding fields in Zoho Campaigns, ensuring all necessary fields are filled out correctly.

---

5. Testing the Integration with Pabbly Connect

Finally, it’s important to test your integration. Click on ‘Save & Send Test Request’ after mapping the fields. This will send a test lead from Formstack to Zoho Campaigns. You should see a confirmation email sent to the lead’s email address, requiring them to confirm their subscription. using Pabbly Connect

Once the lead confirms their subscription, they will be added to your specified list in Zoho Campaigns. You can verify this by refreshing the contacts page in your Zoho Campaigns account to see the new subscriber listed.

---

Conclusion

In this tutorial, we explored how to automate the process of sending Formstack leads to Zoho Campaigns using Pabbly Connect. By following the steps outlined, you can save time and streamline your lead management process effectively.

With Pabbly Connect, integrating applications like Formstack and Zoho Campaigns becomes effortless, allowing you to focus on your business growth rather than manual data management.