Automate Lead Management: Integrating Formstack with Flowlu Using Pabbly Connect

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.