Learn how to automate the creation of Live Agent customers from Elementor form submissions using Pabbly Connect. Step-by-step tutorial included! Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Automation

To start automating your processes, you first need to access Pabbly Connect. This platform is essential for integrating Elementor with Live Agent. Simply type in ‘Pabbly.com/connect’ in your browser to reach the landing page.

Once there, you have two options: sign in if you’re an existing user or click on ‘Sign Up for Free’ if you’re new. New users get 100 free tasks every month, making it easy to explore the features of Pabbly Connect.


2. Creating a Workflow in Pabbly Connect

After signing in, you’ll land on the applications page. From here, navigate to Pabbly Connect and click on ‘Access Now’ to reach your dashboard. To create a new workflow, click on the ‘Create Workflow’ button located at the top right corner.

In the dialog box that appears, name your workflow, for example, ‘Create Live Agent Customer from Elementor Form Submission.’ Save this workflow in a designated folder for better organization. This step is crucial as it helps manage multiple automations effectively.


3. Setting Up Trigger and Action in Pabbly Connect

In Pabbly Connect, the integration process revolves around the concepts of trigger and action. The trigger application will be Elementor, while the action application will be Live Agent. Begin by selecting Elementor as your trigger application and set the trigger event to ‘New Form Submission.’

  • Select Elementor as the trigger application.
  • Set the trigger event to New Form Submission.
  • Choose Live Agent as your action application.
  • Set the action event to Add a New Customer.

After setting these parameters, you are now ready to connect Elementor to Pabbly Connect using a webhook URL provided in the dashboard. This URL will act as a bridge between the two applications.


4. Connecting Elementor to Pabbly Connect

To connect Elementor to Pabbly Connect, go to your Elementor form and navigate to the ‘Actions After Submit’ section. Here, add the action of ‘Webhook’ and paste the webhook URL from Pabbly Connect into the provided field.

Once you’ve updated your Elementor form settings, it’s time to test the connection. Go back to Pabbly Connect and wait for a webhook response. Fill in the form with test data, ensuring to follow the required formats, and submit the form.


5. Creating a Live Agent Customer from Form Submission

After successfully submitting the form, the details will be captured in Pabbly Connect. Now, you need to create a customer in your Live Agent account using the captured data. Click on ‘Connect’ in Pabbly Connect and enter your Live Agent API key and domain name.

Once you have entered these details, click on ‘Save’. Now, map the necessary fields such as name, email, and phone number from the form submission to the corresponding fields in Live Agent. This mapping ensures that each new customer is created with the correct information every time.

Finally, click on ‘Save and Send Test Request’ to complete the process. You should see a positive response indicating that a new customer has been created in your Live Agent account. This confirms that the integration is working seamlessly through Pabbly Connect.


Conclusion

This tutorial demonstrates how to use Pabbly Connect to automate the creation of Live Agent customers from Elementor form submissions. By following these steps, you can streamline your processes and improve efficiency.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.