How to Create Jira Service Management Customer from Elementor Form Submission Using Pabbly Connect

Learn how to integrate Elementor forms with Jira Service Management using Pabbly Connect to streamline customer support requests effectively. 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 Integration

To start creating a Jira Service Management customer from an Elementor form submission, you first need to access Pabbly Connect. Open your browser and go to the Pabbly Connect website. If you don’t have an account yet, click on the ‘Sign Up for Free’ button to create one. This process takes just a couple of minutes and provides you with 100 free tasks each month.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Here, you will name your workflow, something like ‘Create Jira Service Management Customer from Elementor Form Submission.’ Select a folder for organization, and then click on ‘Create’ to proceed to the main workflow setup.

2. Configuring the Trigger with Elementor Form

In this step, you will set up the trigger for your workflow. The trigger application will be Pabbly Connect, specifically using Elementor. Search for Elementor in the trigger application box and select it. The trigger event you need is ‘New Form Submission’. This event will activate whenever a customer submits the form on your website.

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

Next, you will need to connect this webhook URL with your Elementor form. Go to your WordPress site where the Elementor form is located. Click on the pencil icon to edit the form, and then navigate to the ‘Actions After Submit’ section. Click on the plus icon to add a new action and select ‘Webhook’. Paste the copied webhook URL into the designated field and save your changes.

3. Testing the Elementor Integration with Pabbly Connect

To ensure that the integration works, you need to test it by submitting a form through Elementor. Fill out the form with customer details, such as name, email, phone number, and issue description. After submitting the form, return to Pabbly Connect to check for a webhook response.

Upon successful submission, you should see the details captured by Pabbly Connect, including customer name and issue description. This confirms that the Elementor form is correctly integrated with Pabbly Connect.

• Fill in the customer name as Jack Caris.
• Enter the customer email as [email protected].
• Provide a description of the issue.

Once you have confirmed the webhook response, you are ready to proceed to create a new customer in Jira Service Management using the details captured from the Elementor form.

4. Creating a Customer in Jira Service Management

With the customer details captured, the next step is to create a new customer in Jira Service Management. In Pabbly Connect, add an action step and choose Jira Service Management as your action application. The action event will be ‘Create Customer’. This step is crucial as it utilizes the information collected from the Elementor form to create a new customer entry automatically.

To connect Jira Service Management with Pabbly Connect, click on ‘Add New Connection’. You will be prompted to authorize Pabbly Connect to access your Jira account. Accept the permissions required for this integration. Once connected, you will need to fill in the display name and email address fields using the mapped data from your Elementor form submission.

Map the customer’s name from the Elementor response to the display name field. Map the customer’s email to the email address field.

After mapping these fields, click on ‘Save and Test Request’. If successful, you will see a confirmation that a new customer has been created in Jira Service Management with the details provided from the Elementor form.

5. Verifying the Integration in Jira Service Management

To verify that the integration works seamlessly, log into your Jira Service Management account and navigate to the Customers section. Here, you should see the newly created customer listed with the details you entered in the Elementor form. This step ensures that every customer request is properly logged and managed within your support system.

The automation provided by Pabbly Connect not only saves time but also enhances customer satisfaction by ensuring quick responses to support requests. You can repeat the form submission process to test further and confirm that additional customers are created in Jira Service Management as expected.

In summary, you have successfully created a connection between Elementor forms and Jira Service Management using Pabbly Connect. This integration allows for efficient handling of customer inquiries, ensuring that no request falls through the cracks.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to create a Jira Service Management customer from Elementor form submissions. This integration streamlines the support process and enhances customer satisfaction by automating customer entry creation.