How to Create Flowlu Contact on Gravity Forms Submission Using Pabbly Connect

Learn how to automate the creation of Flowlu contacts from Gravity Forms submissions using Pabbly Connect in this detailed, step-by-step tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Flowlu contact from Gravity Forms submission, we start by accessing Pabbly Connect. This platform enables seamless integration between various applications, including Gravity Forms and Flowlu.

Log into your Pabbly Connect account. If you are a new user, you can sign up for free and get 100 tasks every month. Once logged in, navigate to the dashboard where you will see various Pabbly products. Select Pabbly Connect by clicking on the ‘Access Now’ button.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button in the top right corner of your dashboard. You will be prompted to enter a workflow name and select a folder to save it.

• Enter the name: ‘Create Flowlu Contact on Gravity Form Submission’.
• Select the folder: Choose ‘Gravity Forms Automation’ from the dropdown.

Once you’ve named your workflow and selected the folder, click the ‘Create’ button. This action will initiate the workflow setup where you will define the trigger and action.

3. Setting Up the Trigger with Gravity Forms

In this section, we will set up the trigger for our workflow using Pabbly Connect. Select ‘Gravity Forms’ as your trigger application. For the trigger event, choose ‘New Response’ to capture the form submission data.

After selecting the trigger, Pabbly Connect will provide a unique webhook URL. Copy this URL as it will be used to connect Gravity Forms to Pabbly Connect. Log into your Gravity Forms account, open the form you created, and navigate to the settings.

• Select ‘Webhooks’ from the settings dropdown.
• Click ‘Add New’ to create a new webhook.
• Name the webhook: ‘New Form Submission’.
• Paste the webhook URL and set the request method to ‘POST’.

After saving the webhook, return to Pabbly Connect to test the connection.

4. Testing the Connection between Gravity Forms and Pabbly Connect

To ensure the integration is working, perform a test submission of your Gravity Forms. Fill out the form with sample data. Once submitted, Pabbly Connect will capture the response from the form.

Check the workflow in Pabbly Connect to see the captured data. You should see the details such as first name, last name, address, and email captured successfully. This confirms that Gravity Forms is connected to Pabbly Connect.

If the data is visible in the trigger step, proceed to set up the action step to create a contact in Flowlu.

5. Creating a Contact in Flowlu

Now that the trigger is set up, we need to create a contact in Flowlu using the data captured by Pabbly Connect. Select ‘Flowlu’ as your action application and choose ‘Create CRM Account Contact’ as the action event.

Click on the ‘Connect’ button to establish a connection with Flowlu. You will need to enter your Flowlu API key and account URL. Follow the steps provided in Pabbly Connect to retrieve this information from your Flowlu account.

Log into Flowlu and go to ‘Profile’ > ‘Portal Settings’. Navigate to ‘API Settings’ and click ‘Add’ to generate a new API key. Copy the API key and account URL, and paste them into Pabbly Connect.

Once the connection is established, map the fields from the Gravity Forms response to create a new contact in Flowlu. Ensure all required fields are filled out correctly, then save and send the test request.

Conclusion

In this tutorial, we covered how to automate the creation of Flowlu contacts from Gravity Forms submissions using Pabbly Connect. By following the steps outlined, you can streamline your lead management process and improve efficiency. This integration allows you to capture leads seamlessly and manage them effectively within Flowlu.