Learn how to integrate Paperform with Flowlu using Pabbly Connect for automatic contact creation on form submissions. Step-by-step guide included. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To begin integrating Paperform with Flowlu, start by accessing Pabbly Connect. This platform is essential for automating the process of creating Flowlu contacts from Paperform submissions.
Open your browser and search for ‘Pabbly Connect’. You will see options to either sign in or sign up. If you are a new user, click on ‘Sign up for free’ to get started with 100 free tasks each month. Existing users can simply sign in to access their dashboard.
2. Creating a New Workflow in Pabbly Connect
Once logged in, click on the ‘Create Workflow’ button to initiate the process. Here, you will be prompted to name your workflow. It’s recommended to name it something descriptive, like ‘Create Flowlu Contact on Paperform Submission’. This will help you identify it easily later. using Pabbly Connect
- Click on ‘Create’ to proceed.
- You will be taken to the workflow window where you can set up triggers and actions.
In this window, you will set the trigger application as Paperform, which will activate whenever a new form submission is received. This is crucial for the automation to function properly.
3. Setting Up the Trigger with Paperform
To set up your trigger, search for and select ‘Paperform’ as the application. Next, choose the trigger event as ‘New Form Submission’. This tells Pabbly Connect to initiate the workflow every time a form submission is made.
After selecting the trigger event, you will receive a webhook URL. Copy this URL as you will need it to connect your Paperform account with Pabbly Connect.
- Log into your Paperform account.
- Edit the desired form and navigate to the ‘After Submission’ tab.
- Click on the ‘Integration’ and ‘Webhook’ tab, then select ‘Add Webhook’.
Paste the copied webhook URL into the appropriate field and set it to trigger on ‘New Submission’. Click ‘Create’ to finalize the connection.
4. Performing a Test Submission
To ensure the integration works correctly, perform a test submission on your Paperform. Fill out the form with sample data and click ‘Submit’. This action will send the data to Pabbly Connect, allowing you to test if the webhook is capturing the submission successfully.
After submitting, return to your Pabbly Connect workflow and check for a webhook response. If successful, you will see the details from your test submission captured in the workflow.
Verify that the first name, last name, email, and other details are correctly displayed. This confirms that your Paperform is properly linked to Pabbly Connect.
Once you confirm the data is received, you can proceed to set up the action that will create a new contact in Flowlu.
5. Creating a Contact in Flowlu
Next, you will set up the action application as Flowlu within Pabbly Connect. Search for Flowlu and select it as the action application. Choose ‘Create CRM Contact’ as the action event to create a new contact based on the received Paperform submission data.
To connect your Flowlu account, you will need to provide the API key and account URL. Retrieve these from your Flowlu account settings under API settings. Input the API key and account URL into the respective fields in Pabbly Connect.
Map the fields from your Paperform submission to Flowlu fields. Ensure that the first name, last name, email, and phone number are correctly mapped.
After mapping the fields, click on ‘Save and Send Test Request’. If successful, you will see a confirmation that a new contact has been created in your Flowlu account.
Conclusion
In this tutorial, we demonstrated how to integrate Paperform with Flowlu using Pabbly Connect. By following these steps, you can automate the creation of contacts in Flowlu from Paperform submissions, saving time and enhancing your CRM efficiency. This integration allows for seamless data transfer and helps maintain updated client information effortlessly.
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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