Integrating URL Automation and Builder with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate URL, Automation, and Builder with Pabbly Connect. This tutorial provides a detailed guide on setting up automation for seamless workflow. 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. Setting Up Pabbly Connect for URL Automation

To begin integrating URL, Automation, and Builder, first access Pabbly Connect. This platform allows you to create automated workflows without coding. Start by signing up for a free account, which provides you with free automation tasks each month.

Once signed in, navigate to the dashboard of Pabbly Connect. Click on the ‘Create Workflow’ button to initiate your automation process. You can name your workflow according to your preference, ensuring it reflects the purpose of the integration.

2. Choosing Trigger Application in Pabbly Connect

In this section, you will select the trigger application. Click on the trigger section and choose ‘Ida Forms’ as your trigger application. The trigger event will be set to ‘New Response Webhook Based’. This event will initiate the workflow whenever a new form submission is received.

• Select ‘Ida Forms’ as the trigger application.
• Choose ‘New Response Webhook Based’ as the trigger event.
• Copy the Webhook URL provided by Pabbly Connect.

After copying the Webhook URL, follow the instructions provided in Pabbly Connect to integrate it with your form on Ida Forms. This setup will enable the automatic sending of data from your form to the Pabbly Connect workflow.

3. Configuring Ida Forms with Pabbly Connect

Now, navigate to your Ida Forms application to configure the Webhook. Open the form you created and click on the ‘Edit’ option. In the form editor, find the ‘Setup’ option and select ‘Third Party Integrations’.

Here, click on the ‘Webhooks’ tab. Paste the copied Webhook URL from Pabbly Connect into the provided field. This action will establish a connection between your Ida Forms and Pabbly Connect, allowing data to flow seamlessly when a form is submitted.

4. Creating a Contact in Go High Level Using Pabbly Connect

With the Webhook set up, the next step is to create a contact in Go High Level. In your Pabbly Connect workflow, add an action step by selecting ‘Lead Connector’ as the application. Choose ‘Create or Update a Contact’ as the action event.

Connect your Go High Level account and map the required fields such as first name, last name, email address, and phone number using the data received from the form submission. This mapping ensures that the correct information is sent to Go High Level whenever a new form submission occurs.

5. Adding Notes to the Contact in Go High Level

After creating the contact, you can also add notes to it. In your Pabbly Connect workflow, add another action step and select ‘Lead Connector’ again. This time, choose ‘Add Notes to Contact’ as the action event.

Map the contact ID from the previous step and input any notes you wish to add. This functionality allows you to keep track of important information related to the contact, enhancing your overall contact management process.

Conclusion

This tutorial provided a detailed guide on how to integrate URL, Automation, and Builder using Pabbly Connect. By following these steps, you can automate your workflows and streamline your contact management effectively.