Integrate Formstack with Apollo CRM Using Pabbly Connect

Learn how to seamlessly integrate Formstack with Apollo CRM automatically using Pabbly Connect. Follow this detailed tutorial for step-by-step instructions. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Formstack with Apollo CRM automatically, the first step is to access Pabbly Connect. Open your web browser and type ‘Pabbly.com’ to navigate to the Pabbly website.

Once there, go to the ‘Products’ section and select Pabbly Connect. If you are a first-time user, click on ‘Sign Up for Free’ to create an account. For existing users, simply click ‘Sign In’ to access your dashboard.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, you will see your dashboard. Click on the ‘+’ icon to create a new workflow. Name your workflow something like ‘Add Leads from Formstack to Apollo CRM’ to keep it relevant.

In the workflow setup, you will see two sections: ‘Trigger’ and ‘Action’. This is where you define what happens when a form is submitted in Formstack. Let’s proceed to set up the trigger.

• Click on the trigger window and choose Formstack as your application.
• Select ‘New Form Submission’ as the trigger event.
• Click on ‘Connect’ to establish a connection with Formstack.

After setting up the trigger, you will need to authorize Pabbly Connect to access your Formstack account. Make sure you are logged in to Formstack before proceeding to authorize the connection.

3. Configuring Formstack for Data Capture

In this step, you will configure the Formstack connection to capture data. Select the specific form you want to use from Formstack. For example, choose the ‘Contact Form’ where you have fields for name, email, and organization.

Once the form is selected, click on ‘Save and Send Test Request’. This action will prepare Pabbly Connect to receive data from the form submissions. You will need to perform a test submission to capture the response.

• Fill out the test form with the customer details.
• Submit the form to generate a response.
• Return to Pabbly Connect to check if the response has been captured.

This step is crucial as it ensures that Pabbly Connect is correctly receiving data from Formstack.

4. Setting Up Apollo CRM in Pabbly Connect

Now that you have configured Formstack, it’s time to set up Apollo CRM. In the action window of Pabbly Connect, find Apollo CRM and select it as your application.

Choose the action event ‘Create Contact’. Click on ‘Connect’ and you will be prompted to enter your API key from Apollo CRM. To find this, navigate to your Apollo CRM settings and locate the API settings to copy the key.

Paste the API key into Pabbly Connect. Map the fields from Formstack to Apollo CRM, such as first name, last name, and email. Click on ‘Save and Send Test Request’ to create a contact in Apollo CRM.

This step ensures that every new lead from Formstack is automatically added to Apollo CRM using Pabbly Connect.

5. Testing the Integration

To confirm that the integration works, fill out the Formstack form again with new customer details. After submission, check your Apollo CRM account to see if the new contact appears.

Refresh the contact list in Apollo CRM, and you should see the newly created contact with the details you submitted. This confirms that Pabbly Connect is successfully automating the lead addition from Formstack to Apollo CRM.

In summary, the entire process includes setting up the trigger in Pabbly Connect, configuring Formstack, connecting Apollo CRM, and testing the integration to ensure functionality.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Formstack with Apollo CRM automatically. By following these steps, you can streamline your lead management process effectively.