Integrate Elementor Forms with Keap CRM Using Pabbly Connect

Learn how to seamlessly integrate Elementor forms with Keap CRM using Pabbly Connect. Follow this detailed tutorial for automatic contact creation. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Elementor and Keap CRM Integration

Pabbly Connect is an essential tool for integrating Elementor forms with Keap CRM. This integration allows automatic addition of contacts whenever a form is submitted. By using Pabbly Connect, users can streamline their customer relationship management without needing coding skills.

In this tutorial, we will walk you through the process of setting up this integration step by step, ensuring that every form submission on your Elementor site is captured in Keap CRM. This setup will help you maintain better relationships with your customers by automating follow-up processes and promotional communications.

2. Setting Up Pabbly Connect for Elementor Forms

To begin, access Pabbly Connect by visiting Pabbly.com. If you are a new user, click on ‘Sign Up for Free’ to create your account. Existing users can simply click on ‘Sign In’ and navigate to the Pabbly Connect dashboard. using Pabbly Connect

• Create a new workflow by clicking on the plus sign.
• Name the workflow as ‘Add Elementor Form Submissions to Keap CRM as Contacts’.
• Select Elementor Forms as the trigger application.

After setting up the workflow, you will see a trigger window. Here, select ‘New Form Submission’ as the trigger event. This action will initiate the workflow whenever a new form is submitted on your Elementor site.

3. Configuring Elementor Forms to Work with Pabbly Connect

Next, you will need to configure your Elementor forms to connect with Pabbly Connect. Open your WordPress site and navigate to the page with the Elementor form. Click on ‘Edit with Elementor’ to access the form settings.

In the form settings, locate the ‘Actions After Submit’ section. Click on the plus sign to add a new action and select ‘Webhook’. This is where you will paste the webhook URL generated by Pabbly Connect.

• Paste the webhook URL from Pabbly Connect into the webhook settings.
• Click on ‘Update’ to save your changes.

Once the webhook is set up, Pabbly Connect will be able to capture the form submissions automatically. This ensures that every time a user fills out the form, their details will be sent to Pabbly Connect for further processing.

4. Mapping Data from Elementor to Keap CRM Using Pabbly Connect

After setting up the webhook, it’s time to map the data from Elementor forms to Keap CRM. In Pabbly Connect, scroll down to the action window and select ‘Infusionsoft by Keap’ as the application for the action event. Choose ‘Create or Update Contact’ as the action. using Pabbly Connect

Connect your Keap account by clicking on ‘Connect with Infusionsoft by Keap’. When prompted, allow access to authorize the connection. Once connected, you will be able to map the fields from the Elementor form to the corresponding fields in Keap CRM.

Map the email address from the Elementor submission to the email field in Keap. Map the first and last names accordingly. Fill in any optional fields if available.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to verify that the data is being sent correctly to Keap CRM. This step ensures that your integration is functioning as expected and that contacts are created automatically.

5. Testing the Integration Between Elementor and Keap CRM

To ensure everything is working smoothly, test the integration by submitting a new form entry on your Elementor site. Fill out the form with sample details and click ‘Submit’. This action will trigger the webhook and send the data to Pabbly Connect.

After submitting the form, return to Pabbly Connect to check if the data has been received. You should see the response containing the details of the submission. If everything is set up correctly, a new contact should be created in your Keap CRM account.

Verify the contact details in Keap CRM to confirm successful integration. Repeat the process for additional test submissions to ensure reliability.

By following these steps, you can confirm that your integration between Elementor forms and Keap CRM via Pabbly Connect is functional, allowing for efficient management of customer data.

Conclusion

In this tutorial, we explored how to integrate Elementor forms with Keap CRM using Pabbly Connect. This integration automates the process of adding new contacts based on form submissions, streamlining your customer management efforts. With Pabbly Connect, you can enhance your business operations without any coding knowledge.