Integrate Formstack Leads with Pabbly Email Marketing Using Pabbly Connect

Learn how to automatically send Formstack leads to Pabbly Connect using Pabbly Connect in this detailed tutorial. Step-by-step guide included. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin sending Formstack leads to Pabbly Email Marketing, the first step is to access Pabbly Connect. Start by entering ‘Pabbly.com’ in your browser. Navigate to the ‘Products’ section and select ‘Pabbly Connect’. This platform is essential for automating the integration process.

For new users, you can click on the ‘Sign Up for Free’ option to create an account. Existing users can simply sign in. Upon signing up, you will receive 100 free tasks every month, allowing you to test the integration capabilities of Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, the next step is to create a workflow. Click on the plus sign to initiate a new workflow. Name your workflow, for example, ‘Send Formstack Leads to Pabbly Email Marketing’, and click on ‘Create’. This naming helps in identifying the workflow later.

• Click on the trigger window to set up the integration.
• Select ‘Formstack’ as the application.
• Choose ‘New Form Submission’ as the trigger event.

After selecting the trigger, connect your Formstack account by clicking on ‘Connect’, then ‘Add New Connection’. You will be prompted to log into your Formstack account and authorize the connection, which is crucial for Pabbly Connect to capture the form submissions.

3. Testing the Formstack Connection

With the Formstack connection established, it’s time to test it. Select the specific form you want to use for this integration. For instance, if you have a lead form, select it and click on ‘Save and Send Test Request’. This action prepares Pabbly Connect to receive data from your Formstack submissions.

To complete the test, you will need to fill out the form. Open the form in a new tab and enter sample customer details. For example, use the name ‘Adam Smith’, email ‘[email protected]’, and a phone number. After submitting the form, return to Pabbly Connect to see if it has captured the submission details successfully.

4. Connecting Pabbly Email Marketing

Now, it’s time to connect your Pabbly Email Marketing account. In the action window of Pabbly Connect, select ‘Pabbly Email Marketing’ as the application and choose ‘Add Subscribers’ as the action event. Click on ‘Connect’, then ‘Add New Connection’. You will need to enter your API token from your Pabbly Email Marketing account.

• Log into your Pabbly Email Marketing account.
• Navigate to ‘Integrations’ and select ‘Developer API’.
• Copy your API token and paste it into Pabbly Connect.

After connecting, select the subscriber list where you want the leads to be added. Create a new list if necessary, such as ‘Formstack Leads’. Once you have configured these settings, map the fields from the Formstack submission to the corresponding fields in Pabbly Email Marketing.

5. Finalizing the Integration and Testing

After mapping the necessary fields, click on ‘Save and Send Test Request’ in Pabbly Connect. This action will attempt to add the subscriber to your Pabbly Email Marketing account. If successful, you will see a success message indicating that the subscriber was added.

To verify the integration, refresh your Pabbly Email Marketing subscriber list and check for the newly added subscriber. Repeat the test by filling out the Formstack form with different details to ensure that the automation works consistently. This final step confirms that the integration between Formstack and Pabbly Email Marketing through Pabbly Connect is functioning correctly.

Conclusion

This tutorial detailed how to integrate Formstack leads with Pabbly Email Marketing using Pabbly Connect. By following each step, you can automate the process of adding subscribers effortlessly, ensuring efficient communication with your customers.