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Website Par Nayi Lead Aayi? Systeme.io Mein Automatically Add Karein!

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating your website forms, access Pabbly Connect by visiting pabble.com. Here, you can sign in or sign up for free to explore its features.

Once you are on the Pabbly homepage, click on the “Sign In” button. After logging in, navigate to the “All Pabbly Apps” page and select “Pabbly Connect” to access the dashboard where you can manage your workflows.

2. Creating a New Workflow in Pabbly Connect

In this section, you will set up a new workflow in Pabbly Connect to connect your website forms with system.io. Click on “Create Workflow” and name it appropriately, such as “Website Lead to system.io”.

Choose a folder for your workflow.
Select “Forms Automation” as the workflow type.
Click on “Create” to proceed.

After creating the workflow, you will be directed to the settings page where you can specify the trigger and action applications. This is where Pabbly Connect plays a crucial role in facilitating automation.

3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger application in Pabbly Connect. For this automation, select “Webhook by Pabbly” as your trigger application. Choose the event “Catch Webhook” and click “Connect”.

Now, you will see a Webhook URL generated. Copy this URL and go to your website form’s code. Replace any existing webhook URL with this new URL to establish the connection.

Open your website form code.
Remove the old webhook URL.
Paste the new Webhook URL and save the changes.

After saving, return to Pabbly Connect and refresh the page. You should see a message indicating that it is waiting for a response from the webhook.

4. Testing the Connection in Pabbly Connect

Now, it’s time to test the connection. Go back to your website and submit a test form with sample details. Once submitted, check back in Pabbly Connect to see if the response has been received.

You should see the details of the test submission, including the name, email address, and phone number. This confirms that the connection is successfully set up and working as intended.

If you receive the response, you can proceed to set up the action application for your workflow. This is crucial as it will determine how the data from the form submission will be processed.

5. Setting Up the Action Application in Pabbly Connect

In this final step, select “system.io” as your action application in Pabbly Connect. Choose the event “Create Contact” and click on “Connect”.

Ensure that you have the API token ready for authentication. You can obtain this from your system.io profile settings. Once connected, you will map the fields from your form submission to the corresponding fields in system.io.

Map the email address from the webhook data to the email field in system.io.
Map the first name and last name appropriately.
Ensure to map the phone number as well.

After mapping, save the workflow and test it by submitting another form. You should see the new contact created in system.io, confirming the successful integration via Pabbly Connect.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate your website forms with system.io. By following the steps outlined, you can seamlessly manage new leads without manual tracking. This integration enhances your workflow efficiency significantly.