How to Create Holded Contact for WebinarKit Registrant Using Pabbly Connect

Learn how to integrate WebinarKit Registrant with Holded using Pabbly Connect. This step-by-step guide details the process for seamless automation. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for WebinarKit Registrant

To create a Holded contact for WebinarKit registrants, first, access Pabbly Connect. This platform allows seamless integration between various applications without any coding skills.

Start by visiting the Pabbly website. If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users can simply click ‘Sign In’ to access their dashboard. Once signed in, navigate to the Pabbly Connect application from the dashboard.

2. Creating a New Workflow in Pabbly Connect

Now, you need to create a new workflow in Pabbly Connect. Click on ‘Create Workflow’ to start the process. You will be prompted to name your workflow, so enter a descriptive name like ‘Create Holded Contact for WebinarKit Registrant’.

• Click on ‘Create Workflow’
• Enter a name for your workflow
• Select the folder where you want to save this workflow

After naming the workflow, you will see options for triggers and actions. In this case, your trigger application will be WebinarKit, and the action application will be Holded. This setup allows you to automate the process of creating a contact in Holded whenever a new registration occurs in WebinarKit.

3. Configuring the Trigger for WebinarKit Registrant

Next, configure the trigger in Pabbly Connect. Select WebinarKit as your trigger application and set the trigger event to ‘New Webinar Registration’. This means that every time a new registration occurs, it will trigger the workflow.

To connect WebinarKit with Pabbly Connect, you will need to enter the Webhook URL provided by Pabbly into your WebinarKit settings. Log into your WebinarKit account, navigate to the webinar settings, and paste the Webhook URL into the designated field. Save the changes to ensure that the integration is established.

4. Creating a Contact in Holded via Pabbly Connect

After setting up the trigger, it’s time to create a contact in Holded using Pabbly Connect. Select Holded as the action application and choose the action event as ‘Create Contact’. This action will be executed whenever the trigger from WebinarKit is activated.

Now, you need to map the fields from the WebinarKit registration to the Holded contact fields. For example, map the first name, last name, and email address from WebinarKit to the corresponding fields in Holded. This ensures that the correct information is sent to Holded when a new registration occurs.

• Select Holded as the action application
• Choose ‘Create Contact’ as the action event
• Map the relevant fields from WebinarKit to Holded

Once the mapping is complete, click on ‘Save and Send Test Request’ to ensure everything is working correctly. You should receive a success response if the contact is created in Holded successfully.

5. Verifying the Integration Between WebinarKit and Holded

Finally, verify that the integration between WebinarKit and Holded is functioning as expected using Pabbly Connect. Go back to your Holded account and check if the new contact appears in your contact list. This confirms that the automation is working properly.

To further test the integration, fill out the WebinarKit registration form again with different details. After submitting, check Holded once more to see if the new contact is created. This ensures that the workflow is triggered correctly every time a new registration occurs.

In summary, using Pabbly Connect to integrate WebinarKit Registrant with Holded allows for efficient automation, saving you time and effort in managing contacts. With just a few simple steps, you can streamline your workflow effectively.

Conclusion

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

In conclusion, this guide detailed how to create a Holded contact for WebinarKit registrants using Pabbly Connect. By following the steps outlined, you can automate the process and enhance your workflow efficiency, ensuring that every registration is captured seamlessly.