Integrate Just, Pabbly, and More with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Just, Pabbly, and other applications using Pabbly Connect with this detailed tutorial. Follow the steps to automate workflows seamlessly. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Just and Pabbly, you first need to access Pabbly Connect. Begin by signing up for a free account on the Pabbly Connect dashboard. This process is quick and can be completed in just a few minutes.

Once you have your account set up, navigate to the dashboard. Here, you will find options to create workflows that connect various applications. In this tutorial, we’ll be focusing on connecting WS Forms to TW CRM using Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name it appropriately, for example, ‘WS Form to Fluent CRM’. This naming convention helps in identifying the workflow later.

• Select WS Form as the application for the trigger.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

These steps will set up your workflow to listen for new form submissions from WS Forms. This integration is crucial for automating the process of adding contacts to TW CRM.

3. Connecting WS Forms to Pabbly Connect

To connect WS Forms with Pabbly Connect, you need to access the form you created in WS Forms. Edit the form and navigate to the ‘Actions’ tab. Here, select ‘Push to Custom Endpoint’ as the action.

• Paste the copied webhook URL into the endpoint URL field.
• Set the request method to POST.
• Map the fields such as first name, last name, email, and phone number to be sent to Pabbly Connect.

After configuring these settings, save your changes. This step ensures that any submission from the WS Form will trigger the webhook and send the data to Pabbly Connect.

4. Sending Data to TW CRM via Pabbly Connect

With the trigger set up, the next step is to configure the action in Pabbly Connect to send the data to TW CRM. In the action window, select Fluent CRM as the application and choose ‘Create Contact’ as the action event.

Connect your Fluent CRM account by entering the site URL, username, and password. After successfully connecting, you will be prompted to map the fields received from WS Forms to the relevant fields in Fluent CRM. This includes first name, last name, email, and phone number.

Select the appropriate status for the contact, such as ‘Subscribed’. You can also add tags and specify the list to which the contact should be added.

Once all fields are mapped correctly, save your settings and send a test request. This step verifies that the data flows correctly from Pabbly Connect to Fluent CRM.

5. Testing the Integration of WS Forms and TW CRM

After setting up the integration, it’s crucial to test the entire workflow. Go back to your WS Form and submit a test entry. This should trigger the webhook and send the data to Pabbly Connect.

Once the form is submitted, check your Fluent CRM account to confirm that the new contact has been added. You should see the same details that were submitted through the form.

To further validate, you can submit additional test entries to ensure that the automation works seamlessly every time. This confirms that your integration is functioning as intended, effectively automating the process of adding contacts to TW CRM via Pabbly Connect.

Conclusion

This tutorial has demonstrated how to integrate Just, Pabbly, and other applications using Pabbly Connect. By following these steps, you can automate workflows and enhance productivity without manual intervention.