How to Create Grist Record on Elementor Form Submission | Elementor Form to Grist

Learn how to automate the process of creating Grist records from Elementor form submissions using Pabbly Connect. Step-by-step guide 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. Setting Up Pabbly Connect for Elementor and Grist Integration

To create a Grist record on Elementor form submission, we will utilize Pabbly Connect. First, access Pabbly Connect by visiting its website and signing in or creating a new account. This platform allows you to automate workflows without any coding skills, making it ideal for integrating Elementor with Grist.

Once logged in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button and name it something like ‘Create Grist Record on Elementor Form Submission’. Select a folder for organization, such as ‘Spreadsheet Automations’. After this, click on ‘Create’ to start building your automation.

2. Configuring the Trigger with Elementor Form Submission

Now that you have set up Pabbly Connect, it’s time to configure the trigger. Choose Elementor as your trigger application since it will initiate the workflow upon form submission. Select ‘New Form Submission’ as the trigger event to capture the details submitted through your Elementor form.

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

Next, you need to insert this webhook URL into your Elementor form settings. Go to your WordPress site, open the Elementor editor, and select the form you want to connect. Under the ‘Actions After Submit’ section, add a webhook action and paste the copied URL. Finally, publish the form to save the changes.

3. Testing the Webhook Response in Pabbly Connect

After publishing the form, it’s crucial to test if the webhook integration works properly. Submit a test entry through your Elementor form. Once submitted, return to Pabbly Connect and check if the webhook response shows the details entered in the form.

You should see the response containing all the fields like first name, last name, email, phone number, and inquiry. This confirms that the data is being captured correctly from Elementor to Pabbly Connect.

• Submit a test entry in the Elementor form.
• Check the webhook response in Pabbly Connect.
• Ensure all fields are populated correctly.

This step is essential to ensure that your integration is functioning as intended before moving on to the next phase.

4. Creating a Grist Record with Pabbly Connect

Now that the webhook is successfully capturing data, it’s time to create a record in Grist using Pabbly Connect. For this, select Grist as your action application and choose the ‘Create Record’ event. This will allow you to send the captured data from Elementor to Grist.

To establish the connection, click on ‘Connect’ and use your Grist API key for authentication. You can find this key in your Grist account settings under the API section. Once connected, you will need to map the fields from the webhook response to the corresponding fields in Grist.

Select ‘Grist’ as the action application. Choose ‘Create Record’ as the action event. Map the fields such as first name, last name, email, phone number, and inquiry.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to verify that a record is created in Grist. Check your Grist account to confirm that the record appears as expected.

5. Final Testing and Confirmation of the Integration

To ensure everything is working smoothly, conduct a final test by submitting another entry through your Elementor form. This time, use different details to see if a new record is created in Grist. Return to Pabbly Connect to verify the response captured from the new submission.

Check your Grist account again to confirm that the new submission has been recorded correctly. This step validates that your integration is fully operational, allowing you to automate lead capturing effectively.

Submit another test entry in the Elementor form. Verify the new record in Grist. Ensure all details match the submitted form.

This confirmation step is crucial for ensuring the reliability of your automated process for capturing leads from Elementor to Grist via Pabbly Connect.

Conclusion

In this tutorial, we learned how to automate the process of creating Grist records from Elementor form submissions using Pabbly Connect. This integration streamlines lead management, allowing businesses to capture inquiries efficiently. By following these steps, you can easily implement this automation for your own needs.