Learn how to automate Clenty prospects creation from Elementor form submissions using Pabbly Connect in this detailed step-by-step tutorial. Streamline your workflow, save valuable time, and eliminate repetitive tasks through powerful automation capabilities.

Watch Step By Step Video Tutorial Below

Setting Up Pabbly Connect for Elementor Form Submissions

To create Clenty prospects from Elementor form submissions, start by accessing Pabbly Connect. You can sign in to your Pabbly account through their website. Once logged in, you will be directed to your dashboard where you can see all Pabbly applications.

Next, click on the Pabbly Connect option. This will take you to the dashboard specifically for Pabbly Connect where you can manage your workflows. Here, you will begin creating an automation to connect Elementor with Clenty.

Creating the Workflow in Pabbly Connect

In Pabbly Connect, you will create a new workflow by clicking on the ‘Create Workflow’ button. This will prompt you to set up a trigger and an action. For this integration, select Elementor as your trigger application.

Once you select Elementor, set the trigger event to ‘New Form Submission’. This means that every time a form is submitted on your Elementor page, it will initiate the workflow. After setting this up, click on ‘Save and Continue’ to proceed.

  • Select Elementor as the trigger application.
  • Choose ‘New Form Submission’ as the trigger event.
  • Click on ‘Save and Continue’.

Now, you will need to connect your Elementor account. Follow the prompts to authenticate your Elementor account with Pabbly Connect. Once connected, you can test the trigger to ensure it captures form submissions correctly.

Mapping Data to Clenty

After successfully setting up the trigger, the next step is to configure the action application, which is Clenty. Select Clenty as your action application and choose the action event as ‘Add Prospect’. This means that when a form is submitted, a new prospect will be created in Clenty.

You will need to enter your Clenty API key and username to authenticate the connection. This is crucial for ensuring that the data flows correctly from Pabbly Connect to Clenty. Once authenticated, you will proceed to map the fields from your Elementor form to the corresponding fields in Clenty.

  • Select Clenty as the action application.
  • Choose ‘Add Prospect’ as the action event.
  • Enter your Clenty API key and username.

Ensure that you map the fields correctly, such as first name, last name, email, and phone number from the Elementor form to the respective fields in Clenty. Once you finish mapping, click on ‘Save and Continue’ to finalize the setup.

Testing the Integration with Pabbly Connect

With everything set up, it’s time to test the integration. Go back to your Elementor form and submit a test entry. For example, enter a first name, last name, email address, and phone number. After submitting, return to Pabbly Connect to check if the data has been successfully captured.

In the Pabbly Connect dashboard, you should see the test submission listed under the recent responses. Verify that all the data appears correctly. If everything looks good, you can now activate the workflow. This will ensure that every new submission from your Elementor form creates a prospect in Clenty automatically.

Conclusion

In this tutorial, you learned how to create Clenty prospects from Elementor form submissions using Pabbly Connect. This automation streamlines your workflow, ensuring efficient data management and prospect creation.

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By following the steps outlined, you can easily integrate these powerful tools to enhance your business processes. Enjoy the benefits of seamless automation with Pabbly Connect!