Learn how to automate the creation of Holded contacts for webinars using Pabbly Connect in this detailed tutorial. Follow step-by-step instructions for seamless integration. Streamline your workflow, save valuable time, and eliminate repetitive tasks through powerful automation capabilities.

Watch Step By Step Video Tutorial Below

Setting Up Pabbly Connect for Webinar Automation

To create Holded contacts for webinars, we first need to set up Pabbly Connect. This automation tool allows us to connect various applications without any coding knowledge. Start by signing in to your Pabbly account.

Once logged in, navigate to the dashboard. Here, you will find all the applications available for integration. Click on Pabbly Connect to begin creating your automation workflow.

Creating a New Workflow in Pabbly Connect

In this step, we will create a new workflow in Pabbly Connect. Click on ‘Create Workflow’ and name it something relevant, like ‘Create Holded Contact for Webinar Registrations’. Select a folder to save this workflow.

Now, we need to set the trigger application. Choose ‘Webinar Kit’ as the trigger application and select the event as ‘New Webinar Registration’. This means whenever a new registration occurs, it will trigger the workflow.

  • Click on the ‘Create Workflow’ button.
  • Name your workflow.
  • Select the trigger application as ‘Webinar Kit’.

After setting the trigger, save the workflow. This will allow Pabbly Connect to listen for any new registrations in the Webinar Kit.

Connecting Webinar Kit and Holded Using Pabbly Connect

Next, we will connect the Webinar Kit with Holded using Pabbly Connect. For this, you need to provide the Webhook URL from Pabbly Connect to the Webinar Kit. Copy the Webhook URL provided by Pabbly Connect.

Now, log in to your Webinar Kit account. Navigate to your webinars and select the one you want to integrate. Paste the copied Webhook URL under the registration settings and save the changes.

  • Log in to your Webinar Kit account.
  • Navigate to the webinar settings.
  • Paste the Webhook URL in the registration settings.

This connection allows Pabbly Connect to receive data whenever there is a new registration in the Webinar Kit, which is crucial for creating contacts in Holded.

Creating Contacts in Holded with Pabbly Connect

Now that we have the trigger set, it’s time to create contacts in Holded. In the action application, select ‘Holded’ and choose the action event as ‘Create Contact’. This means that every time a new registration occurs, a new contact will be created in Holded. using Pabbly Connect

Next, you will need to map the fields from the Webinar Kit to Holded. Enter the required information such as name, email, and phone number. Make sure to map these fields correctly to ensure that the contact is created with accurate details.

Select ‘Holded’ as the action application. Choose ‘Create Contact’ as the action event. Map fields from Webinar Kit to Holded.

After mapping the fields, click on ‘Save and Send Test Request’ to ensure everything is working correctly. This step will create a test contact in Holded to verify the integration.

Testing the Integration of Pabbly Connect

To confirm that the integration is functioning properly, we need to perform a test registration in the Webinar Kit. Go back to your webinar form and fill in dummy details to simulate a registration.

Once you submit the form, return to Pabbly Connect and check the responses. You should see a successful creation of the contact in Holded with the details you entered during the test registration.

Fill in dummy details in the webinar registration form. Submit the form to trigger the automation. Check Pabbly Connect for the contact creation response.

If everything is set up correctly, you will see the contact created in your Holded account, confirming that the integration works 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 conclusion, using Pabbly Connect allows you to automate the creation of Holded contacts for webinars efficiently. By following the steps outlined in this tutorial, you can set up a seamless integration between Webinar Kit and Holded, enhancing your webinar management process.