How to Automate Fluent CRM Contact Creation with Pabbly Connect and Swipe Pages

Learn how to automate Fluent CRM contact creation from Swipe Pages form submissions using Pabbly Connect in this detailed tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating the creation of Fluent CRM contacts from Swipe Pages form submissions, first access Pabbly Connect. This platform allows users to integrate multiple applications seamlessly without any coding skills.

Navigate to the Pabbly Connect homepage by entering the URL in your browser. You will see options to sign in or sign up for free. If you are a new user, click on the ‘Sign Up for Free’ button to create your account. Existing users can simply sign in.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ option, and provide a name for your workflow, such as ‘Create Fluent CRM Contact on Swipe Pages Form Submission’.

• Select the folder where you want to save your workflow.
• Click on ‘Create’ to set up the workflow.
• You will see two windows: one for the trigger and another for the action.

In this workflow, the trigger will be Swipe Pages and the action will be Fluent CRM. This setup ensures that whenever a form is submitted in Swipe Pages, a corresponding contact is created in Fluent CRM.

3. Setting Up Trigger and Action in Pabbly Connect

In the trigger section, select Swipe Pages as your application and choose ‘New Form Submission’ as the trigger event. This event will initiate the workflow whenever a new form is submitted.

After selecting the trigger event, Pabbly Connect provides a unique webhook URL. This URL is essential for connecting Swipe Pages with Pabbly Connect. Copy this URL and head over to your Swipe Pages account.

• In Swipe Pages, navigate to the form you want to connect.
• Select the integration option and paste the copied webhook URL.
• Set the method to POST and save the changes.

Once the integration is saved, return to Pabbly Connect to test the connection. The workflow will now wait for a response from Swipe Pages when a form is submitted.

4. Connecting Fluent CRM with Pabbly Connect

After setting up the trigger with Swipe Pages, the next step is to configure the action to add contacts to Fluent CRM. In the action section of Pabbly Connect, select Fluent CRM and choose the action event ‘Create a Contact’.

To establish the connection, you will need to enter your Fluent CRM details, including the site URL, username, and password. Ensure you copy the correct WordPress URL, excluding ‘wp-admin’. This URL is crucial for the connection setup.

Create a new manager in Fluent CRM settings for API access. Generate a new API key and associate it with the created manager. Enter the API key details in Pabbly Connect.

Once the connection is confirmed, map the data fields from the Swipe Pages form submission to the Fluent CRM contact fields. This mapping ensures that the lead information is automatically populated into the CRM.

5. Testing the Integration Workflow

With both the trigger and action configured, it’s time to test the integration. Submit a test entry through your Swipe Pages form. As soon as you submit the form, Pabbly Connect should capture the response and create a new contact in Fluent CRM.

Check your Fluent CRM account to verify that the new contact appears. This confirms that the integration is working seamlessly. You can repeat this process with different test entries to ensure consistent performance.

Submit various test leads to check the automation. Monitor the responses in Pabbly Connect for accuracy. Make adjustments if necessary to improve the workflow.

Now you have successfully automated the process of creating Fluent CRM contacts from Swipe Pages submissions using Pabbly Connect. This integration saves time and ensures that your leads are managed efficiently.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of Fluent CRM contacts from Swipe Pages form submissions. This integration streamlines lead management and enhances productivity.

By following the detailed steps outlined, you can efficiently connect these applications and automate your workflows without any coding knowledge. Start using Pabbly Connect today to enhance your automation capabilities!