Watch Step By Step Video Tutorial Below






1. Setting Up Pabi and Not for Lead Collection

To begin with, Pabi is essential for integrating your website form with Google Contacts. This setup will allow you to collect leads from your website and automatically create contacts in Google Contacts.

First, navigate to the Pabi website by typing Pabyt in your browser. After signing in, access the Pab Connect dashboard where you can create a new workflow. This workflow will be responsible for connecting your website form to Google Contacts.


2. Creating a Workflow in Pabi Connect

Creating a workflow in Pab Connect is straightforward. Click on the ‘Create Workflow’ button. Name your workflow, for example, “Capture Website Leads and Save to Google Contacts.” Choose a folder for your workflow and click on ‘Create’.

  • Click on ‘Create Workflow’ to start.
  • Name your workflow appropriately.
  • Select a folder to organize your workflow.

Once your workflow is created, you will need to set a trigger. This trigger will be the event that starts your automation. In this case, you will use a webhook from Pabi which will capture submissions from your website form.


3. Connecting the Webhook from Pabi

The next step involves connecting the webhook. In your workflow, select the trigger application as ‘Webhook by Pabi‘. Choose the event ‘Catch Webhook’ and click on ‘Connect’. This will provide you with a webhook URL.

Copy the webhook URL and insert it into the code of your website form. This code modification allows the form to send data to Pabi whenever a new lead is submitted.


4. Testing the Connection and Submitting a Form

After inserting the webhook URL, it’s crucial to test the connection. Go back to your website form and submit a test lead with dummy details. This action will help confirm whether the webhook is functioning correctly.

  • Enter dummy details like name, email, and phone number.
  • Submit the form to trigger the webhook.
  • Check the Pabi workflow for a response.

Upon successful submission, you should see the lead information captured in the Pab Connect workflow. This indicates that the connection between your website form and Pabi is working correctly.


5. Creating a Google Contact from the Lead

Now that the webhook is set up and tested, the next step is to create a contact in Google Contacts. In your workflow, select Google Contacts as the action application and choose the event ‘Create Contact’. Click on ‘Connect’ to link your Google account.

Map the lead details you captured from the webhook to the corresponding fields in Google Contacts. This includes the first name, last name, email address, and phone number. Make sure to use dynamic mapping to ensure that every new lead is added correctly.


Conclusion

This tutorial on integrating Pabi with Not and Google Contacts outlines the essential steps to automate lead collection. By following these steps, you can streamline your workflow and ensure that every lead is captured effectively.