Integrating Pabbly Form Builder Leads with Pabbly Email Marketing Using Pabbly Connect

Learn how to integrate Pabbly Connect leads into Pabbly Connect using Pabbly Connect with this step-by-step tutorial. Streamline your lead management today! 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 begin integrating Pabbly Form Builder leads with Pabbly Email Marketing, first, access Pabbly Connect by visiting Pabbly.com. If you’re a new user, click on the ‘Sign Up Free’ button to create an account. Existing users can simply sign in from the All Apps section.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will create a new workflow by clicking on the plus sign. Name your workflow something descriptive, like ‘Pabbly Form Builder to Pabbly Email Marketing Integration’. After naming, click on the ‘Create’ button to proceed.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow. The trigger application will be Pabbly Form Builder. Select it and choose the trigger event as ‘New Form Submission’. This event will initiate the workflow each time a form is submitted.

After selecting the trigger event, you will see a webhook URL and instructions. Copy this URL, as it will be used to connect to your Pabbly Form Builder account. Now, navigate back to your Pabbly Form Builder dashboard and find the form you wish to integrate. Click on the three dots next to the form and select ‘Edit’.

• Click on the ‘Integrations’ option.
• Create a new webhook by clicking the plus sign.
• Paste the copied webhook URL and click ‘Save’.

Once saved, return to Pabbly Connect and click on the ‘Recapture Webhook Response’ button. This will allow you to capture the response from your form submission.

3. Capturing Form Submission Data

To test the integration, fill out the form you just set up. Use a test customer’s details to submit the form. After the submission, return to Pabbly Connect where you should see the captured response.

The response will include all the details you submitted, such as the customer’s name, email, phone number, travel date, and destination. This data is crucial for the next steps in your integration, where you will add the customer to your Pabbly Email Marketing list.

• Verify that the response includes all necessary fields.
• Ensure you have the correct data for mapping to the email marketing list.

Once you confirm that the data is captured correctly, you can proceed to set up the action to add this lead to your Pabbly Email Marketing account.

4. Adding Leads to Pabbly Email Marketing

Now that you have captured the form submission data, it’s time to add the lead to your Pabbly Email Marketing list. In the action application, select Pabbly Email Marketing and choose the action event as ‘Add Subscriber’. This action will add the captured lead to your specified email marketing list.

To connect to your Pabbly Email Marketing account, click on ‘Add New Connection’. You will need to provide a bearer token, which can be found in your Pabbly Email Marketing account under ‘Integrations’ -> ‘Developer API’. Copy this token and paste it into the connection setup in Pabbly Connect.

Select the appropriate subscriber list based on the destination city. Map the email and name fields using the data captured from the form submission.

After mapping the fields, click on ‘Save and Send Test Request’. Check your Pabbly Email Marketing account to verify that the subscriber has been added successfully.

5. Setting Up Conditional Routing for Different Destinations

To handle multiple destinations, you can set up conditional routing in Pabbly Connect. This allows you to add subscribers to different lists based on the destination city selected in the form. Add a router action after your trigger and define conditions for each destination.

For example, create routes for ‘Goa Travelers’, ‘Sikkim Travelers’, and ‘Himachal Travelers’. For each route, set a filter condition that checks if the destination city matches the respective name. Then, for each condition, connect the action to add the subscriber to the corresponding list in Pabbly Email Marketing.

Clone the initial route for efficiency. Change the filter conditions for each cloned route.

Once all routes are set up, your integration will automatically add subscribers to the correct list based on their selected destination, streamlining your email marketing efforts.

Conclusion

In this tutorial, we explored how to integrate Pabbly Form Builder leads into Pabbly Email Marketing using Pabbly Connect. By following these steps, you can automate the process of adding subscribers based on their form submissions, enhancing your lead management and marketing strategies.

Utilizing Pabbly Connect for this integration not only saves time but also ensures that your marketing lists are always up to date with the latest leads from your forms. Start integrating today to streamline your email marketing efforts!