Learn how to automate creating or updating contacts in Keep using Elementor forms with Pabbly Connect. Step-by-step guide for seamless integration. 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 Integration
To create or update Keep contacts using Elementor forms, you first need to access Pabbly Connect. Open a new tab in your browser and search for Pabbly Connect.
Once on the landing page, you will see options to sign in or sign up. If you are a new user, click on the ‘Sign Up for Free’ button to create an account, which only takes about two minutes. Existing users can simply sign in to access their dashboard.
2. Creating a Workflow in Pabbly Connect
After signing into Pabbly Connect, you will need to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow based on your objective, such as ‘Create or Update Keep Contact on Elementor Form Submission.’ Then, click on ‘Create’ to proceed.
- Name your workflow relevantly.
- Select the trigger and action applications.
- Follow the prompts to establish connections.
In the workflow setup, you will see options for Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result. You need to set up your trigger first, which will be the Elementor form submission.
3. Setting Up the Trigger with Elementor
To set up the trigger in Pabbly Connect, search for and select the Elementor application. Choose the event ‘New Form Submission’ as your trigger event.
Next, you will need to connect Elementor with Pabbly Connect using a webhook URL. Copy the webhook URL provided, as this will be essential for connecting your Elementor form to Pabbly Connect.
- Select ‘Elementor’ as your trigger application.
- Choose ‘New Form Submission’ as the trigger event.
- Copy the webhook URL for the next steps.
After copying the webhook URL, go to your WordPress account where Elementor is installed. Open the Elementor form you want to use and navigate to the ‘Actions After Submit’ section to paste the webhook URL.
4. Setting Up the Action to Update Keep Contacts
With the trigger set up, the next step in Pabbly Connect is to configure the action that will occur when a new form submission is received. Search for and select the Keep application, specifically ‘Infusionsoft by Keep’ as your action application.
Choose ‘Create/Update Contact’ as your action event. You will need to connect your Keep account with Pabbly Connect by clicking on ‘Connect’ and allowing access to your Keep account.
Select ‘Infusionsoft by Keep’ as your action application. Choose ‘Create/Update Contact’ as the action event. Connect your Keep account to Pabbly Connect.
Once connected, map the fields from the Elementor form submission to the corresponding fields in Keep. This mapping ensures that the correct information is sent to Keep whenever a new form submission occurs.
5. Testing and Verifying the Integration
After completing the setup in Pabbly Connect, it’s crucial to test the integration. Submit a new form entry through your Elementor form. This action will trigger the workflow you set up, and you should see the response in Pabbly Connect indicating that a contact has been created or updated in Keep.
Check your Keep account to verify that the contact details have been updated correctly. You can refresh the contacts page in Keep to ensure that the new or updated contact appears with the correct information.
Submit a test form entry through Elementor. Verify the response in Pabbly Connect. Check your Keep account for the updated contact.
By following these steps, you will have successfully set up an automation that creates or updates contacts in Keep based on Elementor form submissions, all facilitated by Pabbly Connect.
Conclusion
In this tutorial, we explored how to use Pabbly Connect to automate the process of creating or updating Keep contacts through Elementor form submissions. With these steps, you can efficiently manage your email list and streamline your marketing efforts.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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