Automate Lead Management: Create Flowlu Contacts from Gravity Forms with Pabbly Connect

Learn how to automate lead management by creating Flowlu contacts from Gravity Forms submissions using Pabbly Connect. Follow this detailed tutorial for seamless integration. 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 Automation

To start automating the creation of Flowlu contacts from Gravity Forms submissions, you need to access Pabbly Connect. First, visit the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and receive 100 tasks every month.

Once signed in, you will see various Pabbly applications. Click on the ‘Access Now’ button under Pabbly Connect to enter the dashboard. This is where you will create your workflow to connect Gravity Forms and Flowlu.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is essential for automation. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear, prompting you to name your workflow.

• Name your workflow: ‘Create Flowlu Contact on Gravity Form Submission’.
• Select a folder where you want to save this workflow.

After entering the workflow name and selecting the folder, click the ‘Create’ button. You will now see two windows: one for the trigger and one for the action.

3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. Click on the trigger application and select ‘Gravity Forms’ as your trigger application. Choose ‘New Response’ as the trigger event. This setup will ensure that every time a new form submission is made, it triggers the workflow.

After selecting the trigger application and event, Pabbly Connect will provide a unique webhook URL. Copy this URL as it will be used to connect Gravity Forms to Pabbly Connect.

• Log in to your Gravity Forms account and open the form you created.
• Go to the form settings and select ‘Webhooks’ from the dropdown menu.

Click on the ‘Add New’ button to create a new webhook. Name it ‘New Form Submission’ and paste the webhook URL you copied from Pabbly Connect. Set the request method to POST and the format to JSON, then save the settings.

4. Testing the Connection Between Gravity Forms and Pabbly Connect

After setting up the webhook in Gravity Forms, it’s crucial to test the connection to ensure everything is working correctly. To do this, go back to your form and submit a test entry. Fill in the required fields such as first name, last name, address, and ZIP code.

Once submitted, return to Pabbly Connect to check if the response from the test submission has been captured. You should see the details of the form submission reflected in the trigger section of your workflow.

Verify that the mobile number, email, and other details are displayed correctly. Confirm that the status is active and all relevant data is captured.

If the details appear correctly, your Gravity Forms is successfully connected to Pabbly Connect.

5. Setting Up the Action to Create Flowlu Contacts

Now, it’s time to set up the action in Pabbly Connect. Select ‘Flowlu’ as your action application and choose ‘Create CRM Account Contact’ as the action event. Click the ‘Connect’ button to establish a connection.

You will need to provide your Flowlu API key and account URL. To obtain these, log into your Flowlu account, navigate to the profile section, and find the API settings. Create a new key, name it appropriately, and copy it into the Pabbly Connect interface.

Map the fields from the Gravity Forms submission to the corresponding fields in Flowlu. Make sure to toggle off any required fields that are not necessary.

After mapping all necessary fields, click on the ‘Save and Send Test Request’ button. If successful, a new contact will be created in your Flowlu account, confirming the automation is complete.

Conclusion

This tutorial demonstrated how to automate the creation of Flowlu contacts from Gravity Forms submissions using Pabbly Connect. By following these steps, you can streamline your lead management process, ensuring that every submission is captured and organized efficiently. Utilize Pabbly Connect to enhance your workflow and improve client interactions seamlessly.