Integrate Elementor Forms with Grist Automatically Using Pabbly Connect

Learn how to integrate Elementor forms with Grist automatically using Pabbly Connect in this detailed tutorial. Follow our step-by-step guide for seamless automation. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Overview of Elementor Forms and Grist

In this section, we will explore how Pabbly Connect facilitates the integration between Elementor forms and Grist. Elementor is a popular form-building plugin for WordPress that allows users to create custom forms easily. Grist, on the other hand, is a spreadsheet program that combines database functionalities, making it ideal for organizing data.

By using Pabbly Connect, business owners can ensure that every form submission on their website automatically updates their Grist database. This integration helps in maintaining an organized customer database for follow-ups and promotional offers.

2. Setting Up Pabbly Connect for Integration

To begin the integration process, you need to access Pabbly Connect. Start by visiting the Pabbly website and navigating to the Pabbly Connect product page. If you are a new user, click on the ‘Sign Up for Free’ option to create an account, which gives you 100 free tasks every month.

• Visit the Pabbly website.
• Click on the ‘Pabbly Connect’ product.
• Sign up or log in to your account.

Once logged in, click on the plus sign to create a new workflow. Name the workflow something descriptive, such as ‘Add Elementor Forms Responses to Grist Automatically,’ and click on create. This sets up the foundation for your integration.

3. Configuring Elementor Form for Pabbly Connect

Next, you will configure your Elementor form to connect with Pabbly Connect. Navigate to your WordPress dashboard and edit the page where your form is located. In the Elementor editor, find the form and scroll down to the ‘Actions After Submit’ section.

Here, you need to add a webhook by clicking the plus sign and selecting ‘Webhook.’ Paste the webhook URL provided by Pabbly Connect into the designated field and update the form settings. This step allows Pabbly Connect to capture form submissions.

4. Testing the Integration with Pabbly Connect

After configuring the Elementor form, it’s time to test the integration. Fill out the form with sample data and submit it. Pabbly Connect will capture the submission, and you will see the details appear in the Pabbly dashboard.

• Enter customer details like first name, last name, and email.
• Click on submit.
• Check Pabbly Connect for captured data.

Once the form submission is successful, you can proceed to create a record in Grist using the customer details captured by Pabbly Connect.

5. Creating a Record in Grist Automatically

The final step is to set up the action in Pabbly Connect to create a record in Grist. In the action window, select Grist and choose the ‘Create Record’ option. Connect your Grist account by providing the required API key.

Map the fields from the Elementor form submission to the corresponding columns in your Grist table. For instance, map the first name, last name, email address, and phone number. Once everything is set, save the action and test it to ensure that a new record is created in Grist successfully.

Conclusion

In this tutorial, we demonstrated how to integrate Elementor forms with Grist automatically using Pabbly Connect. By following these steps, you can streamline your data management process and enhance customer relationship management effectively. With Pabbly Connect, automating tasks between various applications becomes seamless and efficient.