Automate Proposal Creation with Pabbly Connect and ConvertBox

Learn how to automate proposal creation using Pabbly Connect and ConvertBox for seamless integration and improved efficiency. 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 the integration process, we need to access Pabbly Connect. This platform allows for seamless automation between different applications, specifically ConvertBox and Pluto in this case. Open your browser and search for Pabbly Connect to reach its landing page.

Once on the landing page, you will see options to sign in or sign up. If you don’t have an account, click on the ‘Sign Up for Free’ button. This process is quick and grants you access to 100 free tasks each month. If you already have an account, simply sign in to access the dashboard.

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. A pop-up window will appear, prompting you to name your workflow. Name it something descriptive, like ‘Create Pluto Proposal on ConvertBox Form Submission.’ Click ‘Create’ to proceed.

• Select ConvertBox as the trigger application.
• Choose ‘New Lead Submission’ as the trigger event.
• Copy the provided webhook URL for connecting ConvertBox.

Now, you have set up the trigger event that will initiate the workflow whenever a new lead submits a form through ConvertBox. This is a crucial step for the automation process.

3. Linking ConvertBox with Pabbly Connect

To link ConvertBox with Pabbly Connect, navigate to your ConvertBox account. Here, locate the form you created and click on ‘Edit.’ In the form settings, find the ‘Actions’ section and select ‘Go to Next Step’ as your action.

• Add a new integration by clicking on the ‘Add Integration’ button.
• Select ‘Webhook’ as your integration type.
• Paste the webhook URL copied from Pabbly Connect.

After pasting the URL, click on the ‘Add Integration’ button to finalize the connection. This integration allows ConvertBox to send lead details directly to Pabbly Connect whenever a new form submission occurs.

4. Creating a Person in Pluto via Pabbly Connect

Now that ConvertBox is integrated with Pabbly Connect, the next step is to create a new person in Pluto using the lead details received. In your Pabbly Connect workflow, add an action step by selecting Pluto as the action application.

Choose ‘Create Person’ as the action event. You will need to connect Pluto with Pabbly Connect by providing your client ID, client secret, and business identifier. These details can be found in your Pluto dashboard. Once you have filled in all the necessary details, click ‘Save’ to establish the connection.

With this setup, every time a new lead submits a form through ConvertBox, Pabbly Connect will automatically create a corresponding person entry in your Pluto account, streamlining your lead management process.

5. Creating a Proposal in Pluto Using Pabbly Connect

The final step in this automation process is to create a proposal in Pluto for the newly created person. In Pabbly Connect, add another action step and select Pluto as the application again. This time, choose ‘Create Proposal’ as the action event. using Pabbly Connect

Map the required fields such as proposal name and template from the lead details captured from ConvertBox. Make sure to toggle on the mapping feature to ensure that the data is dynamically replaced with the new lead information each time a form is submitted.

Once you have completed the mapping, click ‘Save’ and send a test to verify that the proposal has been created successfully in Pluto. This automation ensures that every new lead receives a tailored proposal without manual intervention, enhancing your workflow efficiency.

Conclusion

In this tutorial, we explored how to automate the creation of proposals using Pabbly Connect and ConvertBox. By following the steps outlined, you can streamline your lead management process and ensure timely responses to potential clients. Automating these tasks not only saves time but also enhances your business efficiency.