Learn how to automate the process of creating or updating Keap contacts on Webflow form submission using Pabbly Connect. Step-by-step tutorial included. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Webflow Form Submission
To automate the process of creating or updating Keap contacts upon Webflow form submission, first, you need to access Pabbly Connect. This platform allows seamless integration between your Webflow forms and Keap.
Start by visiting the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and receive 100 tasks each month. Once logged in, you will see the dashboard where you can start creating your workflow.
2. Creating a Workflow in Pabbly Connect
After logging into Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear, prompting you to name your workflow. Enter ‘Create or Update Keap Contact on Webflow Form Submission’ as the workflow name.
- Select a folder where you want to save this workflow.
- Click on the ‘Create’ button to finalize your workflow setup.
Once the workflow is created, you will see two sections: Trigger and Action. The trigger captures the event from Webflow, while the action defines what happens in Keap once the trigger is activated.
3. Setting Up the Trigger for Webflow Form Submission
In this step, you will set the trigger application to Webflow V2 within Pabbly Connect. Select ‘Webflow V2’ as your trigger application and choose ‘Form Submitted’ as the trigger event.
Click on the ‘Connect’ button and choose to add a new connection. A prompt will ask you to enter your Webflow API token. To obtain this, log into your Webflow account, navigate to your site settings, and generate a new API token under the ‘API Access’ section.
- Name your token appropriately, such as ‘New Lead Receive’.
- Ensure you grant read and write permissions for forms and assets.
Copy the generated token and paste it into Pabbly Connect. After connecting, select the site ID for the form you created and click on ‘Save and Send Test Request’ to test the connection.
4. Defining the Action to Create or Update Keap Contact
Now that the trigger is set, it’s time to define the action in Pabbly Connect. Select Keap as your action application and choose ‘Create or Update Contact’ as the action event.
Click on the ‘Connect’ button and authorize Pabbly Connect to access your Keap account. After authorization, you will be prompted to map the data fields from your Webflow form submission to the corresponding fields in Keap.
Map the email field from the previous response to the email field in Keap. Map the first name and last name fields accordingly.
After mapping the necessary fields, click on ‘Save and Send Test Request’ to create a new contact in your Keap account. Verify by refreshing your Keap contacts list to ensure the new contact has been added successfully.
5. Concluding the Automation Process with Pabbly Connect
With the setup complete, you have now successfully created an automation between Webflow and Keap using Pabbly Connect. This process allows you to capture leads from your Webflow forms and automatically create or update their contact details in Keap.
This automation saves time and ensures that your contact list is always current, allowing you to focus on nurturing your leads more effectively. Remember, this integration can be extended to other applications as well, showcasing the versatility of Pabbly Connect.
Conclusion
This tutorial demonstrated how to automate the creation or updating of Keap contacts using Pabbly Connect upon Webflow form submission. By following these steps, you can streamline your lead management process effectively.
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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