Integrate Gravity Forms with Customer.io Using Pabbly Connect

Learn how to automate customer creation in Customer.io from Gravity Forms submissions using Pabbly Connect. Step-by-step tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin using Pabbly Connect, first log into your account or create a free account if you haven’t already. This integration platform allows you to connect various applications seamlessly, including Gravity Forms and Customer.io.

Once logged in, navigate to the dashboard of Pabbly Connect. Here, you will be able to create a new workflow that automates the process of creating customers in Customer.io from Gravity Forms submissions.

2. Creating a Workflow in Pabbly Connect

To create a workflow, click on the ‘Create Workflow’ button in Pabbly Connect. Name your workflow something descriptive, such as ‘Create Customers in Customer.io from Gravity Form Submission’ and click on ‘Create’ to proceed.

• Select Gravity Forms as the application for the trigger.
• Choose the trigger event as ‘New Response’ to capture form submissions.

After selecting the trigger, you will see a webhook URL generated by Pabbly Connect. This URL needs to be copied and pasted into your Gravity Forms settings to establish the connection.

3. Configuring Gravity Forms with Pabbly Connect

Now, head over to your Gravity Forms dashboard. Edit the form you want to connect and find the settings option where you can add the webhook URL. Paste the copied URL into the webhook settings of your form.

After saving the settings, perform a test submission in your Gravity form. This step is crucial as it allows Pabbly Connect to capture the form data and confirm that the connection is working correctly.

4. Connecting Customer.io with Pabbly Connect

After successfully integrating Gravity Forms, the next step is to connect Customer.io. In Pabbly Connect, select Customer.io as the action application and choose the action event as ‘Create Customer’.

To connect Customer.io, you will need to provide your Site ID and API key, which can be found in your Customer.io account settings. Once entered, click on ‘Save’ to establish the connection.

• Map the unique ID and email address from the Gravity Forms submission data.
• Add any additional information such as first name and last name by mapping those fields as well.

After mapping the necessary fields, test the action to ensure that the customer is created successfully in Customer.io.

5. Finalizing the Integration

Once all configurations are complete, return to Pabbly Connect and trigger the workflow to see if the customer is created in Customer.io. Refresh your Customer.io dashboard to verify that the new customer appears with all the mapped details.

This automation allows you to seamlessly sync data from Gravity Forms to Customer.io without any manual effort. By using Pabbly Connect, you automate the entire process, making it efficient and time-saving.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate customer creation in Customer.io from Gravity Forms submissions. This integration streamlines your workflow, saving you time and effort while ensuring accurate data transfer.