Automate Flowlu Contact Creation from Paperform Submissions Using Pabbly Connect

Learn how to automate the creation of Flowlu contacts from Paperform submissions using Pabbly Connect with this detailed step-by-step tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

Introduction to Pabbly Connect for Paperform and Flowlu Integration

Pabbly Connect is an essential tool for automating workflows between applications like Paperform and Flowlu. This tutorial will guide you through the process of creating a Flowlu contact whenever a new submission is made in Paperform. By leveraging Pabbly Connect, you can streamline your business processes without any coding knowledge.

To begin, ensure you have accounts set up with both Paperform and Flowlu. This integration will help you automatically save new client submissions as contacts in Flowlu, enhancing your real estate agency’s efficiency. Let’s dive into the steps required to set this up using Pabbly Connect.

Accessing Pabbly Connect for Workflow Creation

Start by visiting the Pabbly Connect website. If you’re new, click on the ‘Sign Up for Free’ button to create an account and receive 100 tasks free each month. Existing users can simply log in to access the dashboard. Once logged in, you will see various Pabbly applications listed, and you should select Pabbly Connect to begin your workflow setup.

Next, click on the ‘Create Workflow’ button. You will need to name your workflow. For this integration, use a descriptive name such as ‘Create Flowlu Contact on Paperform Submission’ and select a folder for organization. After naming, click on ‘Create’ to proceed to the workflow window where you will define the trigger and action events.

Setting Up Trigger with Paperform in Pabbly Connect

In the workflow window, you will first set up the trigger. Since we want to initiate the workflow when a new submission is made, select Paperform as the trigger application. Search for ‘Paperform’ and select it. You will then be prompted to choose the trigger event; select ‘New Form Submission’ to ensure the workflow starts upon each new submission.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL to use in your Paperform settings. To establish the connection, log into your Paperform account, edit the form you wish to connect, and navigate to the ‘After Submission’ tab. Here are the steps to follow:

• Click on ‘Integrations and Webhooks’.
• Locate the Webhooks section and click on ‘Add Webhook’.
• Paste the copied webhook URL and set it to trigger on ‘New Submission’.

Now that you’ve set up the webhook, click ‘Create’ to save the integration. This will link Paperform submissions to your Pabbly Connect workflow, allowing it to capture incoming data effectively.

Testing the Webhook Response in Pabbly Connect

After setting up the webhook, it’s crucial to test the connection to ensure everything is working correctly. To do this, go back to your Paperform and submit a test entry. Fill in the form fields with sample data and click ‘Submit’. Once you see the ‘Submission Successful’ message, return to Pabbly Connect and check for the webhook response.

In your Pabbly Connect workflow, you should see the captured response from the test submission. Verify that all details are correctly recorded. This includes first name, last name, email address, and any other relevant fields. The successful capture of this data confirms that your Paperform is correctly integrated with Pabbly Connect.

Creating a Flowlu Contact Through Pabbly Connect

Now that you have successfully set up your trigger, it’s time to define the action that occurs in Flowlu. Search for ‘Flowlu’ in the action application section and select it. Choose the action event ‘Create CRM Contact’ to create a new contact in your Flowlu account based on the Paperform submission.

Upon selecting the action event, you will need to connect your Flowlu account to Pabbly Connect. If this is your first time connecting, you’ll be prompted to enter your API key and account URL. To obtain these, log into your Flowlu account, navigate to your profile settings, and access the API settings. Here are the steps to get your API key:

• Click on the ‘Add’ button in the API settings.
• Name it ‘Paperform Submission’ and select the CRM application.
• Save the settings to generate your API key.

Copy the API key and paste it into Pabbly Connect, and enter the account URL (excluding any trailing slashes). After saving this information, your Flowlu account will be linked, allowing you to map the data from your Paperform submission to the fields in Flowlu.

Mapping Data and Finalizing Your Workflow

With your Flowlu account connected, it’s time to map the data from the Paperform submission to the corresponding fields in Flowlu. This involves selecting the dynamic fields from the previous step’s response. For example, map the first name, last name, email, and phone number to their respective fields in Flowlu. This ensures that the contact details are accurately captured whenever a new submission occurs.

Once you have completed mapping the necessary fields, click on the ‘Save and Send Test Request’ button. This will send a test request to Flowlu to create a new contact. If successful, you will receive a confirmation message. To verify, log into your Flowlu account and check the contacts section to see if the new contact has been created with the details from your test submission.

With this, you have successfully set up an automated workflow using Pabbly Connect to create Flowlu contacts from Paperform submissions. This integration allows for seamless data transfer, ensuring that your CRM is always up to date without manual intervention.

Conclusion

In this tutorial, we explored how to automate the creation of Flowlu contacts using Pabbly Connect whenever a new Paperform submission occurs. This integration not only saves time but also keeps your CRM updated effortlessly. By following the steps outlined, you can streamline your client management process and focus on building stronger relationships.