Integrate Elementor Forms with Encharge CRM Using Pabbly Connect

Learn how to integrate Elementor Forms with Encharge CRM using Pabbly Connect for seamless contact management. Follow our step-by-step tutorial to automate your workflow. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Elementor and Encharge Integration

In this tutorial, we will explore how to use Pabbly Connect to integrate Elementor Forms with Encharge CRM. This integration allows you to automatically add form submissions as contacts in your Encharge account.

Pabbly Connect is a powerful automation tool that requires no coding skills, making it accessible for everyone. By using Pabbly Connect, you can streamline your workflow and enhance your customer management process.

2. Accessing Pabbly Connect and Creating a New Workflow

To begin, go to the Pabbly website by typing Pabbly.com in your browser. Navigate to the products section and select Pabbly Connect. If you are a new user, click on ‘Sign Up for Free’ to create an account.

• Create your account in just 2 minutes.
• Get 100 free tasks every month.

After signing in, click on ‘Access Now’ for Pabbly Connect. You will be directed to the dashboard where you can create a new workflow. Click on the plus sign and select ‘Create Workflow’. Name your workflow, for example, ‘Add Elementor Form Submissions to Encharge CRM Contacts’, and click ‘Create’.

3. Setting Up the Trigger for Elementor Forms

In this section, we will set up the trigger for our workflow using Pabbly Connect. Select ‘Elementor Forms’ as the application and choose ‘New Form Submission’ as the trigger event. You will see a webhook URL; copy this URL as it will be used in Elementor.

Next, navigate to your WordPress dashboard where you have Elementor installed. Edit the page containing your Elementor form. Click on the form, go to ‘Actions After Submit’, and add a webhook action. Paste the copied webhook URL and update the form. This step establishes a connection between Elementor Forms and Pabbly Connect.

4. Testing the Integration with Pabbly Connect

Now that the webhook is set up, it’s time to test the integration. Go back to Pabbly Connect and you will see that it is waiting for a webhook response. Fill out the Elementor form on your website to trigger the webhook.

• Enter the customer’s first name, last name, and email address.
• Submit the form to capture the response.

Once submitted, return to Pabbly Connect to view the received data. You should see all relevant details from the form submission, confirming that the integration is working correctly.

5. Adding Contacts to Encharge CRM via Pabbly Connect

With the data received from Elementor Forms, we can now add a new contact in Encharge. In Pabbly Connect, select ‘Encharge’ as the application and choose ‘Add or Update Person’ as the action event. Click ‘Connect’ and authorize Pabbly Connect to access your Encharge account.

Map the fields from the form submission to the corresponding fields in Encharge, such as email, first name, and last name. After mapping, click on ‘Save and Send Test Request’. Check your Encharge account to confirm that the new contact has been added successfully.

Conclusion

In this tutorial, we demonstrated how to integrate Elementor Forms with Encharge CRM using Pabbly Connect. This integration automates the process of adding contacts, enhancing your workflow efficiency. By following the steps outlined, you can seamlessly connect various applications and streamline your business operations.