How to Create or Update Encharge Person on Wix Forms Submission Using Pabbly Connect

Learn how to automate the process of creating or updating Encharge persons on Wix Forms submission using Pabbly Connect. Follow this step-by-step guide for seamless integration.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create or update an Encharge person on Wix Forms submission, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website in your browser and signing in or creating a new account if you haven’t already.

Once logged in, you will see the dashboard where you can create a new workflow. This is essential for automating the process of integrating Wix Forms with Encharge using Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

Next, you need to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow according to your objective, such as ‘Create or Update Encharge Person on Wix Form Submission’.

• Select the appropriate folder for your workflow.
• Click on ‘Create’ to proceed to the workflow setup.
• This will lead you to the trigger and action setup interface.

In this interface, you will set up the trigger, which in this case is Wix Forms. This is how Pabbly Connect facilitates the connection between the two applications, allowing for seamless data transfer.

3. Setting Up the Trigger in Pabbly Connect

The next step is to set up the trigger for the workflow in Pabbly Connect. Search for ‘Wix Forms’ in the trigger application section and select it. The trigger event should be set to ‘New Form Submission’.

After selecting the trigger event, you will need to connect your Wix Forms with Pabbly Connect. This is done by copying the provided webhook URL from Pabbly Connect and pasting it into your Wix account’s automation settings.

• Navigate to your Wix account and find the Automations section.
• Create a new automation and set the trigger to Wix Forms.
• Paste the copied webhook URL into the target URL field.

This connection allows Pabbly Connect to receive data from Wix Forms every time a new form submission occurs, ensuring that your Encharge account is updated accordingly.

4. Setting Up the Action in Pabbly Connect

Now that the trigger is set up, you need to define the action in Pabbly Connect. Search for and select ‘Encharge’ as the action application. The action event should be set to ‘Add or Update Person’.

After selecting the action event, you will need to connect your Encharge account with Pabbly Connect. Click on ‘Connect’ and allow access to your Encharge account. This step is crucial for enabling data transfer between the two platforms.

Map the fields from the Wix Forms submission to the corresponding fields in Encharge. Ensure that all required fields are filled accurately. Save the settings and send a test request to verify the integration.

By completing these steps, Pabbly Connect ensures that every new form submission on Wix is reflected in your Encharge account, either by creating a new person or updating existing details.

5. Testing and Verifying the Integration

Once you have set up the trigger and action, it’s time to test the integration using Pabbly Connect. Fill out your Wix form with sample data and submit it. This will trigger the workflow you created.

After submission, check your Pabbly Connect dashboard to see if the new form submission details have been received. If successful, you should see the data reflected in your Encharge account, confirming that the integration works as intended.

To verify, log into your Encharge account and check the people section. You should see the new person created or the existing person updated based on your form submission.

This testing phase is crucial to ensure that Pabbly Connect is functioning properly and that your Wix Forms submissions are being accurately processed into Encharge.

Conclusion

In this tutorial, we explored how to automate the process of creating or updating an Encharge person on Wix Forms submission using Pabbly Connect. By following these steps, you can streamline your workflow and ensure that your leads are managed efficiently. This integration not only saves time but also enhances customer relationship management.