Automate Lead Management: Integrate Formstack with Encharge Using Pabbly Connect

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.