Learn how to integrate ConvertBox Form Submission with Elastic Email using Pabbly Connect for seamless automation. Step-by-step guide included. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for ConvertBox Form Submission

The first step in automating ConvertBox Form Submission is to set up Pabbly Connect. This application will serve as the bridge between ConvertBox and Elastic Email. After logging into your Pabbly Connect account, you will need to create a new workflow.

To do this, click on the ‘Create Workflow’ button located in the top right corner. In the dialog box that appears, give your workflow a name such as ‘Create Elastic Email Contact on ConvertBox Form Submission’ and select a folder for organization. Once done, click on the ‘Create’ button to proceed.

2. Selecting ConvertBox as the Trigger Application

Next, you will need to select ConvertBox Form Submission as your trigger application. This is crucial as it will initiate the workflow every time a new form submission occurs. Choose ‘ConvertBox’ from the list of applications and select the ‘New Lead Submission’ trigger event.

  • Select ConvertBox as the trigger application.
  • Choose ‘New Lead Submission’ as the trigger event.
  • Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, navigate back to your ConvertBox account. In your form settings, go to the ‘Actions’ section, select ‘Integrations,’ and then choose ‘Webhooks.’ Paste the copied URL into the designated field. This will connect your ConvertBox form to Pabbly Connect, allowing it to capture submissions.

3. Testing the Connection Between ConvertBox and Pabbly Connect

Now that you have set up the webhook, it’s time to test the connection. Go back to your ConvertBox form and fill in a test submission with dummy data. Ensure you include fields such as first name, last name, and email address. After submitting the form, return to Pabbly Connect. using Pabbly Connect

In Pabbly Connect, you should see the response from the ConvertBox form submission. This response confirms that the connection is successful. You will see all the details you entered in the test submission, which verifies that Pabbly Connect is capturing the data correctly.

4. Creating an Action in Elastic Email

The next step is to set up the action, which will be creating a contact in Elastic Email. Select Elastic Email as your action application in Pabbly Connect. Choose the ‘Create Contact’ action event, which will allow you to add new contacts based on the form submissions.

  • Select Elastic Email as the action application.
  • Choose ‘Create Contact’ as the action event.
  • Map the fields from ConvertBox to Elastic Email.

When mapping fields, ensure you include essential details such as email, first name, and last name. After mapping all required fields, click the ‘Save and Send Test Request’ button to verify that a new contact is created in your Elastic Email account.

5. Finalizing the Automation Process

After successfully testing the action, you are ready to finalize your automation process. Ensure all settings are correct and that your workflow is active. Pabbly Connect will now automatically create a new contact in Elastic Email each time there is a submission on your ConvertBox form. using Pabbly Connect

To confirm everything is functioning correctly, you can perform another test submission on your ConvertBox form. Check your Elastic Email account to see if the new contact appears as expected. This final test ensures that your automation is working seamlessly.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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In summary, this detailed tutorial has guided you through the process of integrating Pabbly Connect with ConvertBox Form Submission and Elastic Email. By following these steps, you can automate your contact creation process efficiently.