Automatically Send Website Leads to Airtable | Organise Every Lead Instantly

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating your website form with Airtable, first access Pabbly Connect by visiting the official Pabbly website. Simply type pabbly.com in your browser and navigate to the Pabbly Connect section.

Once on the site, sign in to your account. If you are a new user, click on the ‘Sign up for free’ option. This allows you to explore the features of Pabbly Connect without any initial investment.

2. Creating a Workflow in Pabbly Connect

After signing in, locate the option to create a new workflow in Pabbly Connect. Click on ‘Create Workflow’ and name it appropriately, such as “Automatically Send Website Leads to Airtable.” Select the relevant folder to keep your workflows organized.

Once your workflow is created, you will set up a trigger. In this case, the trigger will be a new form submission from your website. Choose “Webhook by Pabbly” as your trigger application and select “Catch Webhook” as the trigger event. Click on connect to proceed.

3. Setting Up the Webhook URL

After connecting, Pabbly Connect will provide you with a unique webhook URL. This URL acts as a bridge between your website form and Pabbly Connect. Copy this URL and insert it into the code of your website form.

Make sure to save the changes in your form code. Once you have done this, return to your Pabbly Connect workflow, where it will show that it is waiting for a webhook response. To test this, submit a dummy entry through your website form.

• Enter a name, email, and phone number in the form.
• Click the submit button.

After submission, you should see the captured response in your Pabbly Connect workflow, confirming that the webhook is working correctly.

4. Connecting Airtable to Pabbly Connect

With the webhook successfully set up, the next step is to connect Pabbly Connect to Airtable. In your workflow, select Airtable as your action application and choose “Create Record” as the action event. Click on connect.

If you already have an Airtable connection, you can save it. If not, you will need to log in and authorize Pabbly Connect to access your Airtable account. After authorization, select the base where you want to store your leads.

5. Mapping Fields for Data Transfer

Once your Airtable base is selected, you will see fields such as first name, last name, email, and phone number. Instead of manually entering these details, you can map them directly from the webhook response captured earlier in Pabbly Connect.

To do this, use the mapping tool to assign the corresponding fields from the webhook response to Airtable. This ensures that every new lead captured from your website form is added correctly to your Airtable database.

• Map the email and phone number from the webhook response.
• For the full name, use a text formatter to split it into first and last names.

After mapping all necessary fields, save your action step. You can then check your Airtable database to confirm that the new lead details have been added successfully.

Conclusion

This tutorial has shown you how to integrate your website form with Airtable using Pabbly Connect. By following these steps, you can automate lead management effectively, ensuring that no lead details are missed. Pabbly Connect simplifies the integration process, allowing for seamless data transfer between applications.