Integrate Elementor with Microsoft Teams Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Elementor with Microsoft Teams using Pabbly Connect. This step-by-step guide covers all the essential actions and UI elements for seamless automation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, access Pabbly Connect by typing ‘Pabbly.com/connect’ in your browser. This powerful automation tool allows you to connect various applications without coding.

After reaching the Pabbly Connect website, you can either sign in if you have an existing account or sign up for free. New users receive 100 tasks free each month. Once logged in, navigate to the dashboard to start creating your workflow.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a new workflow in Pabbly Connect that will notify your team on Microsoft Teams whenever a form is submitted via Elementor. Click on the ‘Create Workflow’ button and give your workflow a name, such as ‘Notify Team on Microsoft Teams Channel on Elementor Form Submission.’ Select the folder to save this workflow.

• Click ‘Create’ to initiate the workflow.
• You will see two boxes: one for the trigger and one for the action.
• Select ‘Elementor’ as your trigger application.

Next, choose ‘New Form Submission’ as the trigger event. This means that every time a new form is submitted, the workflow will be activated, notifying your team on Microsoft Teams.

3. Connecting Elementor to Pabbly Connect

To connect Elementor to Pabbly Connect, you will need a webhook URL provided by Pabbly. This URL serves as a bridge between Elementor and Pabbly Connect. Go to your WordPress dashboard, find your Elementor form, and edit it.

In the Elementor editor, select any field of your form, scroll down to find the ‘Webhooks’ option, and paste the copied webhook URL. After updating the form, return to Pabbly Connect, where it will show that it is waiting for a webhook response.

• Fill out the form with dummy details to test the webhook connection.
• Submit the form and check if the response appears in Pabbly Connect.

Once the response is received, you have successfully connected Elementor to Pabbly Connect, allowing you to capture form submissions automatically.

4. Setting Up Microsoft Teams in Pabbly Connect

Now that Elementor is connected to Pabbly Connect, the next step is to set up Microsoft Teams as the action application. Choose ‘Microsoft Teams’ as your action application and select ‘Send Message in a Channel’ as the action event.

Click on ‘Connect’ to establish a connection with Microsoft Teams. If you don’t have an existing connection, select ‘Add New Connection’ and authorize Pabbly Connect to access your Microsoft Teams account. Once connected, you will need to specify the team and channel where the message should be sent.

Select the appropriate team and channel from the dropdown menus. Draft a message to notify your team about the new lead.

Make sure to map the fields from the Elementor form response to the message in Microsoft Teams. This ensures that the message is dynamic and reflects the most recent submission.

5. Testing the Integration Between Elementor and Microsoft Teams

With everything set up in Pabbly Connect, it’s time to test the integration. Click on ‘Save and Send Test Request’ to send a test message to your Microsoft Teams channel. Check your Teams channel to confirm that the message has been received.

To ensure that the automation works for future submissions, fill out the Elementor form again with different details and submit it. Check your Microsoft Teams channel to see if the new lead’s details are reflected in the message.

This process confirms that the integration between Elementor and Microsoft Teams via Pabbly Connect is functioning correctly. You can now automate notifications for all future form submissions seamlessly.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, this tutorial has guided you through integrating Elementor with Microsoft Teams using Pabbly Connect. You learned how to create a workflow, connect applications, and test the integration to ensure it works effectively. Automating notifications can significantly enhance your team’s responsiveness and efficiency.