Integrating Gravity Forms with InCharge Using Pabbly Connect: A Step-by-Step Tutorial

Learn how to automate the process of creating or updating InCharge contacts with Gravity Forms submissions using Pabbly Connect. Follow our detailed tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, access Pabbly Connect by visiting the official website. Once there, sign in to your account using the option in the top right corner. If you are a new user, you can sign up for free and receive 100 tasks monthly.

After logging in, navigate to the Pabbly Connect dashboard. Here, you can see your existing workflows and create new ones. Click on the ‘Create Workflow’ button to start setting up the integration between Gravity Forms and InCharge.

2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow that automates the creation or updating of InCharge contacts whenever a Gravity Forms submission is received. Start by naming your workflow, for example, ‘Create or Update InCharge Person on Gravity Form Submission.’ Select the appropriate folder for organization. using Pabbly Connect

• Name the workflow appropriately.
• Choose the correct folder for your workflow.
• Click on the ‘Create’ button to finalize the setup.

Once the workflow is created, you will see two boxes: one for the trigger and one for the action. The trigger will be set to Gravity Forms, and the action will be set to InCharge, establishing the automation flow.

3. Setting Up the Trigger with Gravity Forms

The next step involves configuring the trigger in Pabbly Connect. Select Gravity Forms as the trigger application and choose the event ‘New Response.’ This setup allows the workflow to initiate whenever a new form is submitted.

To connect Gravity Forms with Pabbly Connect, you will need a webhook URL. This URL acts as a bridge between the two applications. Copy the webhook URL provided in Pabbly Connect and navigate to your Gravity Forms settings.

• Go to your WordPress dashboard and find the Gravity Forms plugin.
• Select the form you want to use and go to its settings.
• Add a new webhook and paste the copied URL.

After saving the settings, return to Pabbly Connect to test the connection. You should now see a message indicating that Pabbly Connect is waiting for a response from Gravity Forms.

4. Configuring the Action in InCharge

After successfully setting up the trigger, the next step is to configure the action in Pabbly Connect. Choose InCharge as the action application and select the event ‘Add/Update Person.’ This action will create or update a contact in your InCharge account based on the form submission.

Click on the ‘Connect’ button. If you have an existing connection, you can select it; otherwise, create a new connection by logging into your InCharge account and granting permission to Pabbly Connect.

Map the fields from Gravity Forms to InCharge fields. Use the mapping feature to ensure data is dynamic and updates with each submission. Click on ‘Save and Send Test Request’ to finalize the action setup.

Once the test request is successful, check your InCharge account to verify that the new person has been created. This confirms that the integration is functioning correctly.

5. Testing the Integration and Conclusion

To ensure everything is working, fill out the Gravity Forms submission again with new details. After submitting, check your InCharge account to see if the new contact has been created successfully. This step confirms that the automation between Gravity Forms and InCharge via Pabbly Connect is complete.

In summary, you have successfully integrated Gravity Forms with InCharge using Pabbly Connect. This automation allows you to streamline your lead collection process, ensuring that every submission is captured as a new contact in your InCharge account without manual entry.

By following these steps, you can replicate this process for other applications as well, leveraging the power of Pabbly Connect for seamless integrations.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, using Pabbly Connect to integrate Gravity Forms with InCharge automates the process of capturing leads effectively. This step-by-step tutorial ensures you can set up and test the integration seamlessly, enhancing your workflow.