How to Set Up Webhook Inside ConvertBox with Pabbly Connect

Learn how to set up a webhook inside ConvertBox using Pabbly Connect for seamless integration of new leads and data management. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect Webhook

To set up a webhook inside ConvertBox, you will first need to access Pabbly Connect. This platform acts as a bridge, allowing you to connect your ConvertBox account with other applications efficiently. Start by navigating to the Pabbly Connect dashboard.

Once you are in Pabbly Connect, search for ConvertBox in the trigger window. Select it as your trigger application and choose the event as ‘New Lead Submission.’ This event will activate whenever a new lead is created in your ConvertBox account.

2. Retrieving the Webhook URL from Pabbly Connect

After selecting the trigger event, Pabbly Connect will generate a webhook URL for you. This URL is crucial as it links your ConvertBox account to Pabbly Connect. Make sure to copy this URL, as it will be used in the next steps. using Pabbly Connect

To ensure you have the correct URL, you will find a help desk note in Pabbly Connect. Follow these instructions carefully to understand how to integrate this URL into your ConvertBox settings.

• Access your Pabbly Connect account.
• Select ConvertBox as the trigger application.
• Copy the provided webhook URL.

Now that you have the webhook URL, you can proceed to your ConvertBox account to complete the setup.

3. Configuring ConvertBox Integration

Log into your ConvertBox account and navigate to your dashboard. Here, you will find the ConvertBox you created earlier. Click on the ‘Edit’ option to modify the settings of your form. using Pabbly Connect

In the form settings, locate the ‘Integrations’ section on the left sidebar. Click on the plus icon to add a new integration. Select ‘Webhooks’ as your integration type and paste the webhook URL you copied from Pabbly Connect.

• Go to the Integrations section in ConvertBox.
• Click on ‘Add Integration’ and select Webhooks.
• Paste the copied webhook URL into the Webhook URL field.

After pasting the URL, you can test the integration by sending test data to ensure that everything is functioning correctly.

4. Testing the Webhook Integration

Once you have pasted the webhook URL into ConvertBox, it is essential to test the integration. You can do this by sending test data through ConvertBox. Click on the ‘Send Test’ button to submit the test data. using Pabbly Connect

Pabbly Connect will receive this test submission, and you will see a response indicating that the webhook has been successfully set up. This confirmation is crucial as it verifies that your ConvertBox account is correctly linked to Pabbly Connect.

Click on ‘Send Test’ in ConvertBox. Check Pabbly Connect for a successful response. Confirm that the test data is correctly received.

After confirming the test data is received, save your settings in ConvertBox to finalize the integration.

5. Finalizing Integration and Next Steps

With the integration successfully tested, you can now finalize the setup in ConvertBox. Click on the ‘Save’ button to ensure all changes are applied. You will see a confirmation message indicating that your webhook has been set up successfully.

Now, every time a new lead is generated in your ConvertBox account, the details will automatically be sent to Pabbly Connect. This automated process enhances your workflow and ensures that you can manage leads efficiently.

In summary, using Pabbly Connect to set up a webhook in ConvertBox allows for seamless data transfer and lead management. You can now explore additional integrations with other applications to enhance your automation capabilities.

Conclusion

Setting up a webhook inside ConvertBox using Pabbly Connect is a straightforward process that ensures new leads are efficiently captured. This integration streamlines your workflow and enhances data management capabilities.