Automate Elementor Form Submissions to Grist with Pabbly Connect

Learn how to automate Elementor form submissions to Grist using Pabbly Connect in this step-by-step tutorial. Streamline your lead management effortlessly! 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 Automation

To start automating your Elementor form submissions to Grist, you first need to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect homepage by typing in the URL. Here, you will find options to sign in or sign up for free.

If you’re a new user, click on the ‘Sign Up for Free’ button to create a new account. After signing up, you will receive 100 free tasks each month to explore the features of Pabbly Connect. For existing users, simply log in to your account to access the dashboard.

2. Creating a New Workflow in Pabbly Connect

In this section, we will create a new workflow in Pabbly Connect to link Elementor and Grist. Click on the ‘Create Workflow’ button on the dashboard. A dialog box will appear asking for a name for your workflow; enter ‘Create G Record on Elementor Form Submission’ and select the appropriate folder.

• Name your workflow clearly for easy identification.
• Select a specific folder to keep your workflows organized.
• Click ‘Create’ to proceed to the workflow setup.

Once created, you will see a blank workflow with two main sections: Trigger and Action. The Trigger is where the process begins, and the Action is the outcome that follows. For this workflow, we will set Elementor as the Trigger application and Grist as the Action application.

3. Setting Up Trigger and Action in Pabbly Connect

To set up the trigger in Pabbly Connect, select ‘Elementor’ as your Trigger application. The trigger event will be ‘New Form Submission’ since we want to capture the details entered in the Elementor form.

Once you select the trigger event, Pabbly Connect will provide a webhook URL. Copy this URL, as you will need it to link your Elementor form to Pabbly Connect. This URL acts as a bridge for transferring data from Elementor to Grist.

• Go to your Elementor account and select the form you want to connect.
• In the form settings, find the ‘Actions After Submit’ section and add a Webhook.
• Paste the copied webhook URL into the Webhook URL field and publish the form.

This setup ensures that every time someone submits the form, their details will be sent to Pabbly Connect, which will then manage the data flow to Grist.

4. Configuring Grist Integration with Pabbly Connect

Now that your Elementor form is connected to Pabbly Connect, it’s time to set up the action in Grist. In your workflow, choose Grist as the Action application and select the action event as ‘Create Record’. This action will allow you to store the form submission data in your Grist database.

To connect Grist with Pabbly Connect, you will need to provide an API token from your Grist account. Navigate to your Grist profile settings to find and copy this token. Return to Pabbly Connect and paste the API token to establish the connection.

Select the workspace and document where you want to create the record. Map the fields from the Elementor form to the corresponding columns in Grist. Test the connection by saving and sending a test request to Grist.

After successfully mapping the fields and testing the connection, you can confirm that the data from your Elementor form is now being recorded in Grist through Pabbly Connect.

5. Testing the Integration of Elementor and Grist

With your workflow configured, it’s crucial to test the integration to ensure everything is functioning correctly. Go back to your Elementor form and submit a test entry. After submitting, check your Grist database to see if the record has been created with the correct details.

If everything is set up correctly, you should see the new entry in Grist reflecting the information you submitted through the Elementor form. This confirms that Pabbly Connect is successfully automating the data transfer between Elementor and Grist.

By following these steps, you can automate your lead management process without any coding skills, making it easier to manage inquiries and leads for your business.

Conclusion

In this tutorial, we demonstrated how to automate Elementor form submissions to Grist using Pabbly Connect. This integration streamlines lead management and ensures that all inquiries are recorded systematically, enhancing your business efficiency.