Integrate Elementor Leads with HubSpot and Send Welcome Messages via WhatsApp Using Pabbly Connect

Learn how to automate lead collection from Elementor to HubSpot and send welcome messages via WhatsApp using Pabbly Connect. Step-by-step tutorial included. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To start the integration process, first access Pabbly Connect. This powerful automation tool allows you to connect various applications seamlessly. Visit the Pabbly Connect dashboard by navigating to the official website and signing up for a free account, which includes 100 free automation tasks each month.

Once logged in, create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something relevant, such as ‘Lead Collection and Nurturing from Elementor to HubSpot and WhatsApp’. This will help you easily identify the automation later on.

2. Configuring Elementor as the Trigger in Pabbly Connect

In this step, you will configure Elementor to act as the trigger for your workflow. Select ‘Elementor’ from the list of applications available in Pabbly Connect. The trigger event you need to choose is ‘New Form Submission’. This event will initiate the workflow whenever a new lead fills out the Elementor form.

• Choose the ‘Elementor’ application as the trigger.
• Select ‘New Form Submission’ as the trigger event.
• Copy the provided webhook URL.

After copying the webhook URL, integrate it into your Elementor form settings. Go to your form in Elementor, click on ‘Edit with Elementor’, and find the ‘Actions After Submit’ option. Add the webhook action and paste the copied URL. Save the form to complete this setup.

3. Testing the Elementor Integration with Pabbly Connect

Now that you have set up the trigger, it’s time to test the integration. Fill out the Elementor form with test data to ensure that the lead data is captured correctly in Pabbly Connect. After submitting the form, check the response section in Pabbly Connect to confirm that the data has been received.

• Fill out the form with sample lead information.
• Submit the form and check for a successful submission message.
• Verify that the lead’s data appears in the response section of Pabbly Connect.

Once you have confirmed that the data is being received, you can proceed to add the next action in your workflow.

4. Adding HubSpot Integration to Pabbly Connect Workflow

With the lead data successfully captured, the next step is to add HubSpot as an action in your workflow. In Pabbly Connect, click on the plus icon to add a new action step. Search for ‘HubSpot’ and select it as the application. The action event you need to choose is ‘Create a Contact’, which will allow you to add the lead to your HubSpot CRM. using Pabbly Connect

To connect HubSpot, you will need to enter your HubSpot API key. This can be found in your HubSpot account under the settings menu. After entering the API key, map the lead data fields from the Elementor submission to the corresponding fields in HubSpot, such as first name, last name, email, and phone number.

5. Sending a Welcome Message via WhatsApp Using Pabbly Connect

Finally, you can set up a welcome message to be sent to the new lead via WhatsApp. Add another action step in Pabbly Connect and select ‘WhatsApp Cloud API’ as the application. For the action event, choose ‘Send Template Message’. This allows you to send a predefined message to the lead’s WhatsApp number.

Before sending the message, ensure you have set up your WhatsApp Cloud API and have your permanent token, phone number ID, and business account ID ready. Map the recipient’s WhatsApp number and customize the message template to include personalized details such as the lead’s name. After configuring these settings, test the action to confirm that the message is sent successfully.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of collecting leads from an Elementor form, adding them to HubSpot, and sending welcome messages via WhatsApp. This seamless integration enhances your lead management and communication efforts, ensuring that you can nurture your leads effectively.