How to Connect Keap with Pabbly Connect via Webhook for Tag Added to Contact Event

Learn how to seamlessly connect Keap with Pabbly Connect using webhooks for the Tag Added to Contact event. Step-by-step tutorial included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Keap Integration

To connect Keap with Pabbly Connect, the first step is to access Pabbly Connect. This platform allows seamless integration between various applications, including Keap. Start by logging into your Pabbly Connect account and creating a new workflow.

In your newly created workflow, navigate to the trigger window and select ‘Webhook’ from the list of apps. This is essential for receiving data from Keap whenever a tag is added to a contact. After selecting Webhook, you will receive a unique webhook URL that will be used later in Keap.

2. Configuring Keap for Webhook Integration

Next, move to your Keap account. Go to the Contacts page where you will set up the automation. Here, ensure you have a tag created, such as ‘Family’, which will trigger the webhook when added to a contact. This tag is crucial for the integration with Pabbly Connect.

• Navigate to the Automation section in Keap.
• Click on the plus button to create a new Automation.
• Select ‘Advanced Automation’ and name your campaign (e.g., ‘P Webhook’).

After naming your automation, select the goal as ‘Tag Applied’. This setup will ensure that whenever the specified tag is added to a contact, Keap sends the necessary data to Pabbly Connect.

3. Adding the Webhook URL in Keap

Once you have set up the goal, it’s time to specify the webhook URL. In your Keap automation workflow, add an action to send an HTTP POST request. This is where you will paste the webhook URL you copied from Pabbly Connect.

While setting up the HTTP POST action, specify the data fields you want to send to Pabbly Connect. Common fields include first name, last name, email, company, and phone number. These details are essential for tracking the contact associated with the tag.

• Click on the merge button to select the fields from the right sidebar.
• Ensure to toggle the HTTP POST action to ‘Ready’ after configuring the fields.
• Test the webhook connection to ensure it is working correctly.

After testing, you should see a response in Pabbly Connect, confirming that the data has been received successfully.

4. Finalizing the Automation in Keap

With the webhook URL added and tested, the next step is to finalize your automation in Keap. Ensure the automation is set to ‘Ready’ and then publish it. This action will activate your automation, allowing Keap to send data to Pabbly Connect whenever the specified tag is added.

After publishing, go back to the Contacts section in Keap. You can now test the automation by adding the designated tag to a contact. This will trigger the webhook and send the contact details to Pabbly Connect.

5. Testing the Integration and Receiving Data

To test the integration, select a contact in Keap and add the tag you configured earlier. Once the tag is added, Pabbly Connect will receive the webhook response almost immediately. You should see the contact details displayed in your Pabbly Connect workflow.

This real-time data transfer demonstrates how effectively Pabbly Connect integrates with Keap. You can now manage your contacts and track tag events seamlessly. The integration allows you to automate workflows based on tag events, enhancing your productivity.

Conclusion

In this tutorial, we explored how to connect Keap with Pabbly Connect using a webhook for the Tag Added to Contact event. By following these steps, you can automate the data transfer process and streamline your contact management. With Pabbly Connect, managing your integrations becomes effortless and efficient.