How to Create Apollo.io Contact on Gravity Forms Submission Using Pabbly Connect

Learn how to automate the creation of Apollo.io contacts from Gravity Forms submissions using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create Apollo.io contacts from Gravity Forms submissions, you first need to access Pabbly Connect. Start by navigating to the Pabbly Connect homepage by entering the URL in your browser. Here, you will find 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 an account. Existing users can simply sign in. Once logged in, you will see the dashboard where you can create workflows to automate your tasks.

2. Creating a New Workflow in Pabbly Connect

After signing in, you will be on the Pabbly Connect dashboard. Here, click on the ‘Create Workflow’ button to start setting up your integration. You will be prompted to name your workflow; enter ‘Create Apollo.io Contact on Gravity Forms Submission’ as the name.

• Select the appropriate folder related to lead management.
• Click on ‘Create’ to proceed.

Once created, you will see three main sections: Trigger, Action, and Workflow. This is where you will set up the connection between Gravity Forms and Apollo.io using Pabbly Connect.

3. Setting Up the Trigger with Gravity Forms

In this step, you will set Gravity Forms as your trigger application. This means that every time a form is submitted, it will trigger the workflow in Pabbly Connect. Select ‘Gravity Forms’ as your trigger application and choose the event ‘New Response’.

After selecting the trigger event, you will receive a webhook URL. Copy this URL, as it will be used to connect Gravity Forms with Pabbly Connect. Next, go to your Gravity Forms account, select the form you want to connect, and navigate to the Form Settings.

• Click on the ‘Webhook’ option in the settings.
• Add a new webhook and paste the URL you copied from Pabbly Connect.

Set the request method to POST and the request format to JSON. Save the settings in Gravity Forms to complete the trigger setup.

4. Capturing the Response in Pabbly Connect

Now that your trigger is set up, it’s time to test the connection. Submit a test response through your Gravity Form. Once submitted, return to Pabbly Connect to see if the response has been captured. You should see all the details of the form submission, including the name, email, and phone number.

If the details are captured successfully, it confirms that the connection between Gravity Forms and Pabbly Connect is established. Now, you can proceed to create a contact in Apollo.io using the captured data.

Ensure all necessary fields are filled in the response. Review the captured data to confirm accuracy.

With this confirmation, you are ready to move on to the action step where you will set up Apollo.io as the action application.

5. Creating a Contact in Apollo.io

In this final step, select Apollo.io as your action application in Pabbly Connect. Choose the action event ‘Create Contact’. You will then need to connect your Apollo.io account by providing an API key.

To get the API key, log in to your Apollo.io account, navigate to the API keys section, and create a new key. Copy this key and paste it back into Pabbly Connect. After saving the connection, you will need to map the fields from Gravity Forms to Apollo.io.

Map the first name, last name, and email address from the Gravity Forms submission. Ensure that all mandatory fields in Apollo.io are filled correctly.

Once the mapping is complete, click on ‘Save and Send Test Request’. If successful, you will see a confirmation that the contact has been created in Apollo.io. You can verify this by checking the contacts section in your Apollo.io account.

Conclusion

By following this tutorial, you have successfully learned how to create Apollo.io contacts from Gravity Forms submissions using Pabbly Connect. This automation streamlines your lead management process, ensuring that every new submission is efficiently captured and organized in your CRM.