How to Store Ninja Forms Data into Airtable for Sales CRM Using Pabbly Connect

Learn how to integrate Ninja Forms with Airtable for your Sales CRM using Pabbly Connect. Follow this step-by-step tutorial to automate data storage. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration of Ninja Forms with Airtable, you need to access Pabbly Connect. Start by navigating to pabby.com/connect in your web browser. This will direct you to the Pabbly Connect homepage, where you can either sign in or create a free account.

Once signed in, you will be presented with various Pabbly applications. Click on the option for Pabbly Connect to access the dashboard, where you can create workflows to automate your tasks. This step is crucial as it sets the foundation for connecting Ninja Forms to Airtable.

2. Creating a New Workflow in Pabbly Connect

Now that you are on the Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of your screen. You will be prompted to select a workflow filter; choose the beta version for a modern experience.

• Name your workflow as ‘Store Ninja Forms Data into Airtable for Sales CRM’.
• Select a folder for your workflow; for instance, you can choose ‘Automations’.
• Click on the ‘Create’ button to finalize your workflow setup.

After creating your workflow, you will see that it consists of two key components: the trigger and the action. The trigger indicates when the automation should start, while the action specifies what should happen as a result.

3. Setting Up the Trigger with Ninja Forms

To automate the integration, you need to set up a trigger using Pabbly Connect. Click on ‘Add Trigger’ and select Ninja Forms as your application. Choose the event as ‘New Form Submission’ to trigger the workflow whenever a new form is submitted.

After selecting Ninja Forms, Pabbly Connect will provide you with a webhook URL. Copy this URL, as it will be used to connect Ninja Forms to Pabbly Connect. Now, navigate to your WordPress dashboard where Ninja Forms is installed.

• Go to the form builder for your Ninja Form.
• Click on ‘Emails & Actions’ and add a new action.
• Select ‘Webhooks’ and paste the copied URL into the remote URL field.

This setup ensures that whenever a form submission occurs, the data will be sent to Pabbly Connect for processing.

4. Configuring the Airtable Action in Pabbly Connect

After setting up the trigger, the next step is to add an action to send the data to Airtable. In your Pabbly Connect workflow, click on ‘Add Action’ and select Airtable as your application. Choose the event as ‘Create a Record’ to add new submissions to your Airtable database.

To connect to Airtable, you will need to authorize Pabbly Connect to access your Airtable account. Click on ‘Connect’ and follow the prompts to grant access. Ensure you are logged into your Airtable account for a smoother connection process.

Select the base and table where you want to store the Ninja Forms data. Map the fields from Ninja Forms to the corresponding fields in Airtable. Click on ‘Save and Send Test Request’ to verify the integration.

Once the test is successful, new form submissions will automatically create records in your Airtable base, streamlining your sales CRM process.

5. Testing the Integration Between Ninja Forms and Airtable

To ensure that everything is working correctly, it’s essential to perform a test submission using your Ninja Form. Fill out the form with sample data and submit it. This will trigger the workflow set up in Pabbly Connect.

After submitting the form, return to your Pabbly Connect dashboard. You should see that the webhook has received the data from Ninja Forms. Check your Airtable account to confirm that the new record has been created with the submitted details.

Verify that all fields such as name, email, and company name are accurately recorded. If any data is missing, revisit the mapping step in Pabbly Connect. Repeat the test with different data to ensure reliability.

Once confirmed, your integration is successfully set up, allowing for seamless data flow from Ninja Forms to Airtable, enhancing your sales CRM capabilities.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Ninja Forms with Airtable for your Sales CRM. By following the outlined steps, you can automate the process of storing form submissions directly into your Airtable database, improving efficiency and data management.

Utilizing Pabbly Connect not only streamlines your workflows but also enhances your ability to manage customer data effectively. Start automating today and experience the benefits of seamless integrations!