Learn how to integrate Elementor forms with Monday.com using Pabbly Connect to automatically add leads to specific groups based on form submissions. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To start the integration process, you need to access Pabbly Connect. Go to the Pabbly Connect website and sign up for a free trial account. This platform will facilitate the connection between Elementor and Monday.com.
Once signed up, log in to your Pabbly Connect dashboard. You will be directed to the All Apps section. From there, click on the ‘Access Now’ button under Pabbly Connect to begin creating your workflow.
2. Creating a Workflow in Pabbly Connect
In this step, you will create a workflow to automate the data transfer from Elementor to Monday.com using Pabbly Connect. Click on the ‘Create Workflow’ button and name it appropriately, such as ‘Send Elementor Forms Data to Monday.com in a Specific Group’.
- Click on the ‘Create’ button to initialize the workflow.
- Select Elementor as the trigger application.
- Choose ‘New Form Submission’ as the trigger event.
This setup will ensure that every time there is a new form submission in Elementor, Pabbly Connect will trigger the workflow to send data to Monday.com.
3. Setting Up Elementor for Webhook Integration
To connect Elementor forms with Pabbly Connect, you need to configure the webhook. Copy the generated webhook URL from Pabbly Connect and head to your Elementor dashboard.
- Edit the form in Elementor and scroll down to the ‘Actions After Submit’ section.
- Select ‘Webhook’ and paste the copied URL in the designated field.
- Click on the ‘Update’ button to save the changes.
This will allow Elementor to send form submissions directly to Pabbly Connect, which will then process the data for Monday.com.
4. Configuring Monday.com to Receive Data
Now, you need to set up Monday.com to receive the data sent from Pabbly Connect. In the Pabbly Connect workflow, add an action step and select Monday.com as the application.
Choose the action event ‘Create Item’. Connect your Monday.com account by entering the API token. Select the board and the specific group where the items should be created.
Mapping the fields from Elementor to Monday.com will ensure that the correct data is added to the appropriate groups based on the submissions.
5. Using Router Functionality in Pabbly Connect
Pabbly Connect allows you to use router functionality to manage how data is sent to different groups in Monday.com based on the form submission. Create routes for each position (e.g., Supervisor, Surveyor, Field Officer). using Pabbly Connect
Set up conditions for each route based on the selected position. For each condition, choose the corresponding action to move the item to the correct group. Test each route to ensure data is correctly routed to the designated group.
This functionality ensures that applicants are automatically categorized into their respective groups in Monday.com, streamlining the hiring process.
Conclusion
Integrating Elementor with Monday.com using Pabbly Connect automates the process of adding leads to different groups based on form submissions. This setup not only saves time but also enhances efficiency in managing applicant data. By following the steps outlined above, you can easily implement this integration to improve your workflow.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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