How to Create or Update Encharge Person on Webflow Form Submission Using Pabbly Connect

Learn how to integrate Webflow Form Submission with Encharge using Pabbly Connect. This step-by-step tutorial covers the entire process for seamless automation. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create or update an Encharge person on Webflow form submission, the first step is accessing Pabbly Connect. This platform simplifies integrations between applications without any coding knowledge.

Start by navigating to the Pabbly Connect website. If you are a new user, you can sign up for free and explore the functionalities. Existing users can simply sign in to access the dashboard where all Pabbly applications are listed.

2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder to save it in.

• Name the workflow: ‘How to Create or Update Encharge Person on Webflow Form Submission’.
• Select the folder named ‘Automations’.

Once you’ve set the name and folder, click on ‘Create’. This opens the workflow window, where you will define both the trigger and action for your integration.

3. Setting Up Webflow as the Trigger

In the workflow window of Pabbly Connect, select Webflow as your trigger application. This is crucial for initiating the workflow whenever a form is submitted on Webflow.

Choose the trigger event as ‘Form Submitted’. Click on ‘Connect’, and if you haven’t connected your Webflow account yet, you will need to add a new connection. Follow the instructions to generate an API token from your Webflow account and paste it into Pabbly Connect.

• Log into Webflow and navigate to Site Settings.
• Go to Apps and Integrations to generate your API token.
• Copy the token and paste it into Pabbly Connect.

After saving the connection, you can send a test request to ensure the integration works. This will require a test submission from your Webflow form.

4. Configuring Encharge as the Action

Next, you will set up Encharge as the action application in your Pabbly Connect workflow. Select Encharge and choose the action event as ‘Add or Update a Person’.

Similar to the previous step, you will need to connect your Encharge account. If you haven’t done this yet, click on ‘Add a New Connection’ and authorize Pabbly Connect to access your Encharge account.

Enter the required details: Email, First Name, and Last Name. Map these fields to the data captured from the Webflow form submission.

This mapping ensures that every new submission from Webflow will automatically create or update the corresponding person in Encharge.

5. Testing the Integration

After configuring both the trigger and action, it’s time to test your integration in Pabbly Connect. Submit a test entry through your Webflow form.

Once the submission is made, check your Encharge account to confirm that the new person has been created or updated with the details from the form. This verifies that the integration is working correctly and that your marketing efforts are efficiently synced.

For successful testing, ensure you provide unique details in the form so that you can see the updates reflected in Encharge. The workflow will now automatically create or update a person in Encharge whenever there is a new form submission in Webflow.

Conclusion

This tutorial demonstrates how to use Pabbly Connect to integrate Webflow Form Submission with Encharge effectively. By following these steps, you can automate the process of creating or updating Encharge persons seamlessly.