How to Create or Update Keap Contact on Wix Forms Submission Using Pabbly Connect

Learn how to automate the creation or updating of Keap contacts from Wix forms submissions using Pabbly Connect. Step-by-step guide included. 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. Introduction to Pabbly Connect for Wix Forms and Keap Integration

In this tutorial, we will explore how to use Pabbly Connect to automate the process of creating or updating Keap contacts whenever a new submission is made on a Wix form. This integration ensures that your CRM is always up-to-date with the latest contact information.

By utilizing Pabbly Connect, you can streamline your workflow and enhance your lead management processes. This automation saves time and reduces the risk of errors that can occur with manual data entry.

2. Accessing Pabbly Connect and Creating a Workflow

To start, you need to access Pabbly Connect by visiting the official website. Once there, you can sign in if you are an existing user or sign up for a free account to explore the features available.

After signing in, navigate to the dashboard where you will see various applications. Click on the ‘Create Workflow’ button located at the top right corner. Here, you will need to name your workflow, such as ‘Create or Update Keap Contact on Wix Form Submission.’ Select a folder to save your workflow, and then click on the create button to proceed.

3. Setting Up the Trigger with Wix Forms

In this step, we will configure the trigger for our automation using Pabbly Connect. Select ‘Wix Forms’ as the trigger application since we want to capture new form submissions. Choose the trigger event as ‘New Form Submission’ so that the workflow activates every time a new submission is received.

• Select trigger application: Wix Forms
• Choose trigger event: New Form Submission
• Copy the generated webhook URL

After selecting the trigger event, you will be provided with a webhook URL. This URL is essential for connecting your Wix forms to Pabbly Connect. Copy this URL and proceed to your Wix forms account to set up the automation.

4. Configuring Wix Forms to Send Data to Pabbly Connect

In your Wix forms account, navigate to the Automations section. Click on ‘New Automation’ and select ‘Start from Scratch.’ Name your automation and choose ‘Wix Forms’ as the trigger. For the trigger event, select the same event you used in Pabbly Connect: ‘Form Submitted.’ You can specify which form should trigger the automation.

• Select trigger: Wix Forms
• Choose trigger event: Form Submitted
• Enter the webhook URL from Pabbly Connect

Once you have configured the Wix forms automation, activate it to ensure it sends data to Pabbly Connect whenever a new form submission occurs. This step is crucial for establishing the connection between your Wix forms and Keap.

5. Finalizing the Integration with Keap

Now that your Wix forms are set up to send data to Pabbly Connect, the next step is to configure the action to create or update a contact in Keap. In the action step of your workflow, select ‘Infusionsoft by Keap’ as the application and choose the action event as ‘Create or Update a Contact.’ This ensures that every new submission will either create a new contact or update an existing one.

Connect your Keap account to Pabbly Connect by clicking on ‘Connect with Keap.’ Follow the prompts to authorize the connection. Once connected, you can map the fields from your Wix form submission to the corresponding fields in Keap, such as email, first name, and last name.

Conclusion

In conclusion, using Pabbly Connect to automate the creation or updating of Keap contacts from Wix forms submissions streamlines your lead management process. By following the steps outlined in this tutorial, you can ensure that your contact list is always up-to-date, saving time and reducing errors in data entry.