Learn how to collect and track landing page leads in Airtable using Pabbly Connect. Follow this step-by-step guide to automate your lead management process. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To collect and track landing page leads in Airtable, the first step is to access Pabbly Connect. Start by opening your web browser and navigating to the Pabbly Connect landing page at pabby.com/connect. This platform will serve as the central hub for integrating your landing page form with Airtable.
Once on the Pabbly Connect page, you will see options to sign in or sign up. If you are a new user, click on the ‘Sign up for free’ button to create your account, which provides you with 100 free tasks every month. Existing users should click ‘Sign in’ to access their dashboard. After signing in, locate the ‘Access Now’ button to enter your Pabbly Connect account.
2. Creating a Workflow in Pabbly Connect
After accessing your Pabbly Connect account, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to choose between the new and classic workflow builders. For a modern experience, select the new workflow builder. Enter the workflow name as ‘Collect and Track Landing Page Leads in Airtable’ and choose a folder to save it.
- Click on the ‘Create’ button to proceed.
- You will see the workflow window where triggers and actions are defined.
- Triggers initiate the workflow, while actions are the results of those triggers.
Now, click on the ‘Add Trigger’ button to set up your trigger application. Since you are using Elementor for your landing page form, select Elementor as the trigger application. For the app event, choose ‘New Form Submission’ and click on ‘Connect’. This will generate a webhook URL necessary for connecting Elementor to Pabbly Connect.
3. Configuring Elementor with Pabbly Connect
To connect Elementor with Pabbly Connect, copy the generated webhook URL. Then, return to your Elementor form and click on the ‘Edit with Elementor’ button. This will open the form settings where you can configure the actions after submission.
- Scroll to the ‘Actions After Submit’ section.
- Select ‘Webhook’ from the actions list and paste the copied URL.
- Click ‘Publish’ to save your changes.
After publishing the form, you need to test the webhook connection. Fill out the form with test data, including first name, last name, email, mobile number, and city. Click on ‘Submit’ to send the data. Once submitted, switch back to your Pabbly Connect workflow to capture the webhook response and confirm that the data was received correctly.
4. Integrating Airtable with Pabbly Connect
With the webhook successfully set up, the next step is to integrate Airtable into your workflow using Pabbly Connect. Click on ‘Add New Action Step’ in your workflow and search for Airtable. Select Airtable as the action application and choose ‘Create Record’ as the action event.
You will be prompted to connect to Airtable. Click on ‘Add a New Connection’ and grant permission for Pabbly Connect to access your Airtable account. You can either allow access to all bases or select a specific base. For this example, search for the base named ‘New Leads’ and grant access.
5. Mapping Data and Testing the Workflow
After connecting Airtable, you need to map the data fields from the previous step. In the Airtable action step, select your table (e.g., ‘Table 1’) and map the fields accordingly. Mapping allows you to dynamically insert data from the form submissions into Airtable. For instance, map the first name, last name, email, and other details directly from the webhook response. using Pabbly Connect
Enable type casting if necessary, then click ‘Save and Send Test Request’. Check Airtable to confirm that the test submission data appears correctly. Repeat the form submission to ensure real-time data capture.
Now that your workflow is set up, every new form submission will automatically create a record in Airtable without manual intervention. This automation streamlines your lead management process significantly.
Conclusion
By following this tutorial, you can effectively collect and track landing page leads in Airtable using Pabbly Connect. This integration automates the process, ensuring that every lead is captured seamlessly, enhancing your business efficiency.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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