Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect to Start Integration

To begin integrating Over and Flawdesk, first, you need to access Pabbly Connect. This platform allows you to automate workflows and capture leads effectively.

Visit the Pabbly website by typing pabbly.com in your browser. Once there, sign in to your account using the “Sign In” option available at the top right corner. If you are new, you can sign up for free to explore the features.

2. Creating a Workflow in Pabbly Connect

After signing in, navigate to the Pabbly Connect dashboard. Here, you will create a new workflow that connects your website form to Flawdesk.

Click on the “Create Workflow” button and name your workflow, for example, “Automatically Send Website Leads to Flawdesk”. Select an appropriate folder for organization, such as “Forms Automation”. This sets up the initial framework for your automation.

  • Click on the “Create” button to finalize your workflow.
  • You will see a box prompting you to enter your trigger application.
  • Select “Webhook by Pabbly” as your trigger application.

Now, you are ready to set up the trigger event that will initiate the workflow whenever a new form submission occurs.

3. Setting the Trigger in Pabbly Connect

In the trigger event section, select “Catch Webhook” and click on “Connect”. This will generate a unique webhook URL for you to use.

Copy this webhook URL and paste it into the code of your website form. This connection will allow Pabbly Connect to capture form submissions automatically.

  • Open the code of your form in a text editor.
  • Replace the existing webhook URL with the one you copied from Pabbly Connect.
  • Save the changes and submit a test form to ensure the connection works.

Once you submit the form, check your Pabbly Connect dashboard to confirm if the webhook response is captured correctly.

4. Adding Action Step in Pabbly Connect

Now that your trigger is set, it’s time to add the action step. Click on “Add New Action Step” and search for Flawdesk in the action application section.

Select “Create/Update Subscriber” as your action event and click on “Connect”. If you already have a connection, you can save it; otherwise, create a new connection by logging into your Flawdesk account.

  • Grant permission for Pabbly Connect to access your Flawdesk account.
  • Map the fields from your form submission to the Flawdesk fields.
  • Ensure that you map the email, name, and phone number correctly.

This setup ensures that every new form submission is automatically added as a subscriber in Flawdesk, streamlining your lead management process.

5. Testing the Integration in Pabbly Connect

After completing the mapping, it’s crucial to test the integration. Click on “Save and Send Test Request” to see if the subscriber is created in Flawdesk.

Check your Flawdesk account to verify that the new subscriber appears with the correct details. Refresh the page to see the updates in real-time.

  • If the test is successful, you will see the subscriber listed with their email and other details.
  • If not, revisit the mapping and ensure all fields are correctly set.
  • Make necessary adjustments and retest until successful.

Once confirmed, your automation workflow is complete, and you can now capture leads seamlessly using Pabbly Connect.

Conclusion

In this tutorial, we covered how to use Pabbly Connect to integrate Over and Flawdesk for automated lead management. With these steps, you can streamline your workflows and enhance your productivity.

Utilizing Pabbly Connect allows for efficient lead capturing and subscriber management, making it easier to grow your business. Start automating today for better results!