How to Create ActiveCampaign Contact & Pipedrive Person from ConvertBox Form Submission Using Pabbly Connect

Learn how to automate the creation of ActiveCampaign contacts and Pipedrive persons from ConvertBox form submissions using Pabbly Connect in this detailed tutorial. 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. Setting Up Pabbly Connect for Integration

To create ActiveCampaign contacts and Pipedrive persons from ConvertBox form submissions, you need to access Pabbly Connect. Start by navigating to the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and receive 100 free tasks each month.

Once logged in, you will see the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button in the top right corner. You will be prompted to name your workflow, such as ‘Create ActiveCampaign Contact and Pipedrive Person from ConvertBox Form Submission’.

2. Creating the Workflow in Pabbly Connect

After naming your workflow, select a folder to save it in. Choose the folder labeled ‘ConvertBox Automations’ from the list available. This organization helps keep your workflows structured within Pabbly Connect.

• Click on the ‘Create’ button to finalize your workflow creation.
• You will see two windows: Trigger and Action.
• Select ‘ConvertBox’ as the trigger application and ‘New Lead Submission’ as the trigger event.

Once you’ve selected the trigger, Pabbly Connect will provide you with a unique webhook URL. This URL is essential for connecting ConvertBox to Pabbly Connect. Copy this URL, as it will be used in the next steps.

3. Connecting ConvertBox to Pabbly Connect

Now, open your ConvertBox account and navigate to the form you created. Click on ‘Edit’ to modify the form settings. In the left panel, find the ‘Actions’ section and select ‘Go to Next Step’. This is where you will integrate ConvertBox with Pabbly Connect.

• In the Actions section, click on ‘Integrations’ and then ‘Add Integration’.
• Select ‘Webhook’ as the integration type.
• Paste the webhook URL you copied from Pabbly Connect.

After adding the integration, click on ‘Save’. This action connects your ConvertBox form to Pabbly Connect, allowing data to flow seamlessly from your form submissions to your Pabbly Connect workflow.

4. Testing the Integration with Form Submission

With the integration set up, it’s time to test the connection. Fill out the ConvertBox form with dummy data, including first name, last name, email, phone number, and street address. Click ‘Submit’ to perform the test submission.

Return to your Pabbly Connect workflow. You should see that it is waiting for a webhook response. If the setup is correct, you will receive a response showing the details of the form submission. This confirms that ConvertBox is successfully connected to Pabbly Connect.

5. Creating ActiveCampaign Contact and Pipedrive Person

Next, we will set up the action steps to create a contact in ActiveCampaign and a person in Pipedrive. First, select ‘ActiveCampaign’ as the action application and ‘Create Contact’ as the action event. Connect ActiveCampaign to Pabbly Connect by adding a new connection.

You will need to provide the API key and URL from your ActiveCampaign account. Once connected, map the fields from the ConvertBox submission to the ActiveCampaign fields, such as email, first name, last name, and phone number. After mapping, click ‘Save and Send Test Request’. This will create a new contact in ActiveCampaign.

To create a person in Pipedrive, add another action step, selecting ‘Pipedrive’ and ‘Create Person’. Connect Pipedrive to Pabbly Connect using the API token from your Pipedrive account. Map the relevant fields and save the request. This completes the automation process.

Conclusion

In this tutorial, we demonstrated how to automate the creation of ActiveCampaign contacts and Pipedrive persons from ConvertBox form submissions using Pabbly Connect. By following these steps, you can streamline your workflow and improve data management across platforms.