Learn how to integrate Bravo and PAB using Pabbly Connect. This detailed tutorial covers every step for seamless automation. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To start integrating Bravo and PAB, first access Pabbly Connect. Simply type Pabbly.com/connect in your browser. This platform allows you to automate workflows between different applications without any coding skills.
Once on the website, you can either sign in or sign up for free. New users will receive 100 free tasks monthly. After signing in, you will see the dashboard where you can manage your workflows. Click on the Pabbly Connect option to proceed.
2. Creating a New Workflow in Pabbly Connect
After accessing 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; for this integration, you can name it ‘Create or Update Bravo Contact for Typeform Submission’.
- Name your workflow appropriately.
- Select the folder where you want to save it.
- Click on ‘Create’ to finalize your workflow setup.
Upon creation, you will see two boxes: one for the trigger and another for the action. The trigger is the event that starts the automation, while actions are what happens as a result.
3. Setting Up Trigger with Typeform in Pabbly Connect
In this step, you will set up the trigger in Pabbly Connect using Typeform. Select Typeform as your trigger application and choose the event as ‘New Entry’. This means that whenever a new form is submitted, the workflow will trigger.
Next, click on ‘Connect’ and then ‘Add New Connection’. You will need to authorize Pabbly Connect to access your Typeform account. After successful authorization, select the specific form you want to use, such as ‘New Contact Form’.
- Choose the correct form from your Typeform account.
- Click on ‘Save and Send Test Request’ to test the connection.
After submitting a test entry through Typeform, check Pabbly Connect to confirm that it has received the response correctly.
4. Setting Up Action with Bravo in Pabbly Connect
Now that the trigger is set, the next step is to configure the action using Bravo in Pabbly Connect. Select Bravo as your action application and choose the event ‘Create or Update Contact’.
Click on ‘Connect’ and then ‘Add New Connection’. You will need to input your Bravo domain and API key. Retrieve these details from your Bravo account to ensure the connection is established correctly.
Enter your Bravo domain and API key. Map the fields from Typeform to Bravo, such as email, first name, and last name.
Once the mapping is complete, click on ‘Save and Send Test Request’ to confirm that the contact is created successfully in Bravo.
5. Updating Contact Information in Bravo via Pabbly Connect
In this final step, you can test the update feature. Go back to Typeform and submit the form again with updated details, such as changing the first name. This will trigger the automation in Pabbly Connect to update the existing contact in Bravo.
After submitting the updated form, check your Bravo account to see if the contact details have been refreshed correctly. You should see the new first name reflecting in your Bravo contacts.
This demonstrates how Pabbly Connect allows for seamless integration and updates between Typeform and Bravo, ensuring your contact list is always current.
Conclusion
This tutorial illustrated how to use Pabbly Connect to automate the integration between Bravo and PAB through Typeform submissions. By following these steps, you can easily create or update contacts in Bravo without any manual intervention.
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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