How to Create Elastic Email Contact on ConvertBox Form Submission Using Pabbly Connect

Learn how to integrate ConvertBox Form Submission with Elastic Email using Pabbly Connect in this step-by-step tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create an Elastic Email contact on ConvertBox form submission, you first need to access Pabbly Connect. Begin by visiting the Pabbly Connect homepage and signing in to your account. If you are a new user, click on ‘Sign Up Free’ to get started with 100 free tasks every month.

After logging in, you will see the dashboard where all Pabbly applications are listed. Here, you will select Pabbly Connect to start creating your workflow for the integration process. Click on the ‘Create Workflow’ button located at the top right corner to begin.

2. Creating a Workflow in Pabbly Connect

In this step, you will name your workflow and select a folder for better organization. Name your workflow as ‘Create Elastic Email Contact on ConvertBox Form Submission’ and choose a folder named ‘Automations’. This helps in managing multiple workflows efficiently. using Pabbly Connect

• Name your workflow appropriately for easy identification.
• Select a folder to keep your workflows organized.

After setting up the name and folder, click on the ‘Create’ button. You will now see a trigger and action setup screen. The trigger will be ConvertBox and the action will be Elastic Email.

3. Setting Up the Trigger for ConvertBox

To set up the trigger, select Pabbly Connect as your trigger application and choose ‘New Lead Submission’ as the trigger event. This means that whenever a new lead is submitted through ConvertBox, it will trigger the workflow to create a contact in Elastic Email.

Once you select the trigger event, Pabbly Connect will provide you with a webhook URL. This URL is essential for connecting ConvertBox with Pabbly Connect. You will need to copy this URL and go to your ConvertBox account.

• Select ConvertBox as the trigger application.
• Choose ‘New Lead Submission’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Now, navigate to your ConvertBox account, select your form, and go to the settings to add this webhook URL under integrations. This will ensure that every form submission is sent to Pabbly Connect.

4. Configuring the Action to Create Elastic Email Contact

After setting up the trigger in ConvertBox, it’s time to configure the action in Pabbly Connect. Select Elastic Email as your action application and choose the ‘Create Contact’ action event. This will create a contact in your Elastic Email account whenever a new lead is submitted.

Now, you will need to connect your Elastic Email account with Pabbly Connect. If you haven’t connected it yet, click on ‘Add New Connection’. You will be prompted to enter your API key from your Elastic Email account. You can find this key in the settings of your Elastic Email account.

Select Elastic Email as the action application. Choose ‘Create Contact’ as the action event. Enter your Elastic Email API key to connect.

Once connected, map the fields from the ConvertBox submission to the corresponding fields in Elastic Email. This will ensure that the data is correctly transferred from ConvertBox to Elastic Email.

5. Testing the Integration and Finalizing

Now that the integration is set up, it’s time to test it. Go back to your ConvertBox form and submit a test entry. Fill in the required fields and click on submit. After doing this, return to Pabbly Connect and check the webhook response to see if the data was received correctly.

If the test is successful, you should see the submitted data in the response. You can then check your Elastic Email account to confirm that the new contact has been created. This verifies that the integration between ConvertBox and Elastic Email via Pabbly Connect is working smoothly.

Submit a test entry in your ConvertBox form. Check the webhook response in Pabbly Connect. Verify the new contact in Elastic Email.

With successful testing, you can now enable the workflow. This completes the integration process using Pabbly Connect to create Elastic Email contacts from ConvertBox form submissions.

Conclusion

In this tutorial, we explored how to create Elastic Email contacts on ConvertBox form submission using Pabbly Connect. This integration allows for seamless data transfer and automation between the two platforms, enhancing your email marketing efforts.