How to Create Systeme.io Contacts on Form Submission

Learn how to create contacts in Systeme.io on form submission using Pabbly Connect. Follow this detailed tutorial for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create Systeme.io contacts on form submission, you must first access Pabbly Connect. If you are a new user, open a new tab and search for pabbl.com/connect to reach the Pabbly Connect landing page.

In the top right corner, you will see the option to sign up for free. Click on this option, and you will receive 100 free tasks monthly. This means you can create up to 100 Systeme.io contacts for free. Once you try Pabbly Connect and find it useful, you can consider purchasing a subscription plan for additional features.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger in Pabbly Connect. After logging into your account, navigate to the workflow builder. Here, click on the ‘Add Trigger’ button to start the process.

For the trigger application, search for your form application, such as Typeform. Select it and choose the event as ‘New Entry.’ Click on ‘Connect’ to establish the connection. If you have previously connected Typeform with Pabbly Connect, select the existing connection. Otherwise, create a new connection and ensure your Typeform account is logged in.

• Click on ‘Add Trigger’
• Search for Typeform and select it
• Choose ‘New Entry’ as the event

Once you have set up the trigger, proceed to save and send a test request. This will initiate the waiting for a webhook response, which you will capture in the next steps.

3. Testing the Trigger with Form Submission

Now that your trigger is set up in Pabbly Connect, it’s time to test it. Open your Typeform account and copy the form URL. Paste it into a new tab to perform a test submission.

Fill in the required fields with sample data. For instance, use ‘Demo’ for the first name, ‘User’ for the last name, and an email like ‘[email protected]’. After filling out the form, submit it to send the data back to Pabbly Connect.

• Open the form URL in a new tab
• Enter sample data in the fields
• Submit the form to capture the response

After submission, return to Pabbly Connect to verify that it captured the response correctly. If successful, you can now proceed to create a new contact in Systeme.io.

4. Creating a Contact in Systeme.io

With the trigger successfully tested, the next step is to create a contact in Systeme.io using the data captured from the form submission. In your Pabbly Connect workflow, click on ‘Add New Action Step’ and search for Systeme.io.

Select the event as ‘Create Contact’ and click on ‘Connect’. If you have an existing connection, select it; otherwise, create a new connection by providing your API key from Systeme.io. To obtain the API key, go to your Systeme.io account settings and create a new Pabbly API key.

Click ‘Add New Action Step’ Search for Systeme.io and select ‘Create Contact’ Provide your API key to connect

Once the connection is established, map the fields from the Typeform submission to the corresponding fields in Systeme.io. This mapping ensures that the data is dynamically inserted into the correct fields.

5. Verifying the Contact Creation in Systeme.io

After mapping the fields, click on ‘Save and Send Test Request’ in Pabbly Connect. This action will attempt to create a new contact in Systeme.io using the data from the submission.

Once you receive a positive response, navigate to your Systeme.io account and refresh the contacts list. You should see the newly created contact with the details you submitted in the form. This confirms that your integration is working correctly.

Click ‘Save and Send Test Request’ Refresh the contacts list in Systeme.io Verify the new contact is added successfully

Now, every time someone submits the form, a new contact will be automatically created in your Systeme.io account, showcasing the power of automation with Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to create Systeme.io contacts on form submission using Pabbly Connect. By following the steps outlined, you can automate your contact creation process seamlessly. This integration not only saves time but also enhances your workflow efficiency.