Integrate Elementor Form Submission with Close and Slack Using Pabbly Connect

Learn how to automate lead creation in Close and send Slack messages using Elementor Form submissions with Pabbly Connect. Step-by-step tutorial included. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Elementor Form Submission

To begin this integration, we will use Pabbly Connect as our automation platform. Start by signing up for a free account on Pabbly Connect. This process is simple and only takes a couple of minutes. Once signed up, log in to access your dashboard.

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button to start setting up your automation. Name your workflow, for example, ‘Elementor to Close to Slack’. Choose the appropriate folder for your workflow and click on ‘Create’ to proceed.

2. Connecting Elementor Form to Pabbly Connect

Next, we need to establish a connection between Elementor and Pabbly Connect. For this, select Elementor as your trigger app and choose ‘New Form Submission’ as the trigger event. Pabbly Connect will provide you with a webhook URL that will be used to connect your Elementor form.

• Copy the webhook URL provided by Pabbly Connect.
• Open your Elementor form and click on the edit button.
• In the left sidebar, go to ‘Actions After Submit’ and add a new action.
• Select ‘Webhook’ and paste the copied URL into the designated field.

After pasting the URL, click on ‘Publish’ to save your changes. Your Elementor form is now connected to Pabbly Connect, and it will trigger the workflow upon submission.

3. Creating a Lead in Close CRM

Once the Elementor form is connected, the next step is to create a lead in Close using the submitted form data. In your Pabbly Connect workflow, add an action step and select Close as your app. Choose ‘Create Lead’ as the action event. using Pabbly Connect

To connect your Close account, you will need to enter the API key. You can obtain this from your Close account under the settings in the Developer section. Once you have pasted the API key, click on ‘Save’ to establish the connection.

• Map the fields from the Elementor form response to the corresponding fields in Close.
• Select the company name, contact name, email, and phone number from the mapped responses.
• Leave any non-mandatory fields blank if you do not have that information.

After mapping the necessary fields, click on ‘Save and Send Test Request’ to verify that a new lead is created in Close. You can check your Close account to confirm that the lead has been successfully added.

4. Sending Slack Notifications

Now that we have created a lead in Close, the next action is to send a notification to Slack. In your Pabbly Connect workflow, click on ‘Add Action Step’ and select Slack as your app. Choose the action event ‘Send Channel Message’. using Pabbly Connect

To connect your Slack account, click on ‘Connect’ and follow the prompts to authorize Pabbly Connect. You will need to select the channel where you want the notifications to be sent.

Compose your message, including details like the name, email, and other relevant information from the lead. Map the lead details into the message for personalized notifications. Click on ‘Save and Send Test Request’ to check if the message is sent successfully.

Once the test is successful, you should see the notification in your selected Slack channel with all the lead details.

5. Testing the Entire Automation Workflow

Finally, it’s crucial to test the entire automation workflow to ensure everything is functioning as expected. Go back to your Elementor form and submit a test entry with new lead details.

After submitting the form, check both your Close account and Slack channel to confirm that the lead was created and the notification was sent. This end-to-end testing ensures that Pabbly Connect is effectively automating the process.

Once you’ve verified that everything works correctly, you can confidently use this automation for your business operations. Remember, with Pabbly Connect, you can integrate various applications to streamline your workflows further.

Conclusion

In this tutorial, we successfully integrated Elementor Form submissions with Close and Slack using Pabbly Connect. This automation allows for seamless lead creation and instant team notifications, enhancing your workflow efficiency.