Learn how to automate Brevo contact creation from Gravity Forms submissions using Pabbly Connect in this detailed step-by-step tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To begin the process of creating a Brevo contact on Gravity Forms submission, you need to access Pabbly Connect. This platform serves as the central hub for automating your workflow.
After navigating to the Pabbly Connect website, sign in to your account. If you are a new user, you can sign up for free and receive 100 free tasks every month. Once logged in, you will see the dashboard where you can select the Pabbly Connect application by clicking on the ‘Access Now’ button.
2. Creating a Workflow in Pabbly Connect
After accessing Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard. A dialog box will appear, prompting you to name your workflow.
- Name your workflow as ‘Create Brevo Contact on Gravity Form Submission’.
- Select a folder where you want to save this workflow, such as ‘Gravity Forms Automations’.
Once you have named your workflow and selected the appropriate folder, click on the ‘Create’ button. This will set up your workflow, and you will see two windows: one for Trigger and another for Action. The trigger will capture the Gravity Forms submission while the action will create a contact in Brevo.
3. Setting Up the Trigger in Pabbly Connect
The first step in your workflow is to set up the trigger. For this integration, select ‘Gravity Forms’ as the trigger application. Then choose the event as ‘New Response’. This event will capture any new submissions made through your Gravity Forms.
After selecting the trigger application and event, Pabbly Connect will provide you with a unique webhook URL. Copy this URL as you will need it to connect your Gravity Forms with Pabbly Connect.
- Log in to your Gravity Forms account and open the form you want to connect.
- Go to Settings > Webhooks and click on ‘Add New’.
- Paste the webhook URL into the URL field and select POST as the request method.
- Save the settings to complete the webhook setup.
Now your Gravity Forms are connected to Pabbly Connect, and it will wait for a response from the form submission.
4. Setting Up the Action in Pabbly Connect
Once the trigger is set up, it’s time to configure the action step. For this, select ‘Brevo’ as the action application and choose the action event as ‘Create or Update Contact’. Click on the ‘Connect’ button to establish a connection.
A window will pop up asking for your Brevo domain and API key. You can find your API key in your Brevo account under SMTP & API settings. Generate a new API key if you haven’t done so already and paste it into the provided field in Pabbly Connect.
Select the list where you want your new contacts to be added, such as ‘New Leads’. Map the fields from the Gravity Forms submission to the corresponding fields in Brevo. Click on ‘Save and Send Test Request’ to verify the connection.
Once the test is successful, you will see the new contact added in your Brevo account, confirming that your workflow is functioning correctly through Pabbly Connect.
5. Testing the Integration of Gravity Forms and Brevo
To ensure everything is set up correctly, you can perform a test submission using your Gravity Forms. Click on the ‘Preview Form’ button to fill out the form with test data.
After submitting the form, return to your Pabbly Connect dashboard to check if the response has been captured. If everything is connected properly, you should see the new lead’s details reflected in your Brevo account.
Submit the form with test data, such as name, email, and phone number. Check your Brevo account to see if the new contact appears in the selected list.
This testing process confirms that your integration is successful and that Pabbly Connect has effectively automated the contact creation process.
Conclusion
In this tutorial, we explored how to automate the creation of Brevo contacts from Gravity Forms submissions using Pabbly Connect. By following these steps, you can streamline your lead management process and enhance your email marketing efforts seamlessly.
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