Automate Proposal Creation with Pabbly Connect and ConvertBox

Learn how to automate proposal creation using Pabbly Connect and ConvertBox. This step-by-step tutorial guides you through the integration process. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating ConvertBox with Pluto using Pabbly Connect, you first need to access the platform. Open your browser and search for Pabbly Connect. You will land on a page with options to sign in or sign up for free.

If you are new to Pabbly Connect, click on the ‘Sign up for free’ button, which takes only two minutes. You will receive 100 tasks free every month. If you already have an account, simply sign in to access the dashboard.

2. Creating a New Workflow in Pabbly Connect

Once logged in, you will see various applications. Click on ‘Access Now’ under Pabbly Connect to enter the dashboard. Here, you need to create a new workflow by clicking on the ‘Create Workflow’ button. using Pabbly Connect

• Name your workflow based on your objective, e.g., ‘Create Pluto Proposal on ConvertBox Form Submission’.
• Click on ‘Create’ to proceed to the workflow interface.

In this interface, you will see two boxes labeled Trigger and Action. The Trigger is the first step that gets executed when an event occurs, while Action follows the Trigger. You can set up one Trigger and multiple Actions in your workflow.

3. Setting Up Trigger with ConvertBox

For this integration, your Trigger application will be ConvertBox. Search for ConvertBox in the Trigger application field and select it. Next, you will need to set the Trigger event to ‘New Lead Submission’.

After selecting the Trigger event, you will be provided with a webhook URL. This URL acts as a bridge between ConvertBox and Pabbly Connect. Copy this webhook URL to connect the applications.

• Go to your ConvertBox account and locate the form you want to connect.
• Edit the form settings and select the action to go to the next step.
• Add a new integration and select the webhook option, pasting the URL you copied earlier.

After adding the integration, save your settings. Your ConvertBox form is now connected to Pabbly Connect, ready to send data when a new lead submits their information.

4. Creating a Person in Pluto Using Pabbly Connect

Now that your Trigger is set up, it’s time to create a person in Pluto using the details from the ConvertBox form submission. In Pabbly Connect, add an Action step and select Pluto as the application.

Choose the action event as ‘Create Person’ and connect Pluto with Pabbly Connect. You will need to provide your Client ID, Client Secret, and Business Identifier from your Pluto account.

Copy your Business Identifier from the URL of your Pluto dashboard. Get your Client ID and Client Secret from the API manager in Pluto. Fill in all required details in Pabbly Connect to create a new person.

After mapping the lead details from ConvertBox into the fields for the new person, save your settings. This will ensure that every time a new lead submits their information, a new person is created in Pluto automatically.

5. Creating a Proposal in Pluto via Pabbly Connect

With the person created in Pluto, the next step is to generate a proposal for them. In your workflow, add another Action step and select Pluto again, this time choosing ‘Create Proposal’ as the action event. using Pabbly Connect

Connect this action to Pluto using the existing connection. You will need to map the details for the proposal, including the proposal name and the template you want to use.

Select the proposal template you created earlier. Map the person ID of the newly created person to ensure the proposal is linked to the correct lead. Save your settings and send a test to confirm the proposal creation.

Once you receive a positive response from Pabbly Connect, your integration is complete. Every time a lead submits a form in ConvertBox, a new proposal will automatically be generated in Pluto, streamlining your workflow.

Conclusion

This tutorial demonstrated how to automate the proposal creation process using Pabbly Connect with ConvertBox and Pluto. By following these steps, you can enhance your client onboarding process and improve your business efficiency.