Learn how to seamlessly integrate Tel Form with Riggy using Pabbly Connect. Follow this detailed tutorial for automated user enrollment. 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 integrate Tel Form with Riggy, the first step is accessing Pabbly Connect. Open your browser and search for Pabbly Connect to reach its landing page.
On the landing page, you will see options to sign in or sign up. If you do not have an account, click on the ‘Sign Up for Free’ button. This process takes only a couple of minutes, and you will receive 100 free tasks every month.
2. Creating a New Workflow in Pabbly Connect
Once signed in, click on the ‘Create Workflow’ button to start your integration. Name your workflow, for example, ‘Enroll Riggy User on Tel Form Submission’ and click ‘Create’ to proceed. using Pabbly Connect
- Select Tel Form as your trigger application.
- Choose ‘New Response’ as the trigger event.
- Copy the webhook URL provided by Pabbly Connect.
Now, return to your Tel Form account to connect it with Pabbly Connect. Navigate to the Integrations section and paste the copied webhook URL to establish the connection.
3. Setting Up the Trigger in Pabbly Connect
After connecting your Tel Form, it’s time to set up the trigger in Pabbly Connect. This step ensures that every time a form submission occurs, the data is sent to Pabbly Connect.
To do this, create a new form submission in your Tel Form. Fill out the required fields such as first name, last name, email, and mobile number. Once submitted, the details will be captured by Pabbly Connect.
- Ensure that the form submission is successful.
- Check Pabbly Connect for the received response.
Once you see the response in Pabbly Connect, your trigger setup is complete, and you can move on to the action setup.
4. Enrolling a New User in Riggy
The next step involves enrolling the new user in Riggy using the data captured from the Tel Form submission through Pabbly Connect. You will set up the action in Pabbly Connect to achieve this.
Search for Riggy as your action application and select ‘Import User’ as the action event. Connect Riggy with Pabbly Connect by adding your API token. This token can be found in your Riggy account under the Integrations section.
Map the user details from the Tel Form submission to Riggy. Fill in the product hash for the offering you want the user to access. Specify the validity period for access.
After filling in all necessary details, click on the ‘Save and Send Test’ button to finalize the enrollment process. You should receive a positive response indicating successful enrollment.
5. Verifying User Enrollment in Riggy
After completing the enrollment process through Pabbly Connect, it’s crucial to verify that the user has been successfully added to Riggy. Navigate to the User Management section in your Riggy account.
Search for the newly enrolled user by their phone number or email address. You should see their details, confirming that the integration works seamlessly. This process eliminates manual data entry and enhances efficiency.
Now that you have set up the automation, every time a new sign-up occurs in Tel Form, the user will be automatically enrolled in Riggy, streamlining your client management process.
Conclusion
In this tutorial, we demonstrated how to integrate Tel Form with Riggy using Pabbly Connect. This automation not only saves time but also minimizes errors in user enrollment, enhancing your business’s 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.
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