Automatically Add Contacts from Elementor Forms to FreshBooks Using Pabbly Connect

Learn how to automatically add contacts from Elementor Forms submissions to FreshBooks 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. Understanding the Applications: Elementor Forms and FreshBooks

In this section, we will explore how Pabbly Connect integrates Elementor Forms with FreshBooks. Elementor Forms is a powerful form-building tool used within WordPress, while FreshBooks serves as a comprehensive accounting solution.

Using Pabbly Connect, you can automate the process of adding new contacts in FreshBooks whenever someone submits an Elementor form. This integration eliminates the need for manual entry, saving time and reducing errors.

2. Creating Your Pabbly Connect Account

To begin, you need to create an account on Pabbly Connect. Simply visit the Pabbly website and navigate to the Pabbly Connect product page. Click on the ‘Sign Up for Free’ option to create your account.

• Fill in your details to register.
• You will receive 100 free tasks each month after signing up.

Once your account is set up, log in to access the Pabbly Connect dashboard. This is where you will create workflows to connect your applications seamlessly.

3. Setting Up the Integration Between Elementor Forms and FreshBooks

After logging into Pabbly Connect, click on the plus sign to create a new workflow. Name it ‘Elementor Forms to FreshBooks Integration’. This workflow will serve as the bridge between your Elementor Forms and FreshBooks.

In the trigger section, select Elementor Forms and choose the trigger event as ‘New Form Submission’. Copy the provided webhook URL to link it to your Elementor form. This URL allows Pabbly Connect to receive data whenever a form is submitted.

• Go to your WordPress dashboard and edit the page with your Elementor form.
• In the form settings, find the ‘Actions After Submit’ section and add a Webhook.
• Paste the webhook URL and update the form.

Once this is set, Pabbly Connect will be ready to capture the submissions from Elementor Forms.

4. Testing the Integration to Ensure It Works

To test the integration, fill out the Elementor form with a sample customer’s information. For example, use the name ‘Adam Smith’ and provide a valid email address. Submit the form to trigger the webhook.

Return to Pabbly Connect to check if the submission data was captured successfully. You should see the details such as first name, last name, and email address listed in the response.

Make sure to check the response for accuracy. If the data appears correctly, proceed to the next step.

This successful capture indicates that Pabbly Connect is functioning properly, and the next step is to create a client in FreshBooks.

5. Creating a Client in FreshBooks Using Pabbly Connect

Now that Pabbly Connect has captured the form submission, it’s time to create a client in FreshBooks. In the action section of your workflow, select FreshBooks and choose the action event ‘Create Client’.

Connect your FreshBooks account by allowing Pabbly Connect access. Once connected, you will need to map the fields from the Elementor form submission to FreshBooks. This includes the email, first name, and last name of the customer.

Ensure you select the correct account ID for your FreshBooks account. Click on ‘Save and Send Test Request’ to create the client.

If successful, you will see a confirmation that a new client has been created in your FreshBooks account. This process showcases how Pabbly Connect streamlines the integration between Elementor Forms and FreshBooks.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically add contacts from Elementor Forms submissions to FreshBooks. By following the steps outlined, you can seamlessly integrate these applications and enhance your business operations. This automation not only saves time but also improves accuracy in managing client information.