Integrate Wix Forms with Keep Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Wix Forms with Keep using Pabbly Connect. Follow this detailed tutorial for seamless automation. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To start integrating Wix Forms with Keep, you first need to access Pabbly Connect. This platform is essential for automating your workflows effectively. Simply visit the Pabbly Connect homepage and either sign in or create a new account if you are a first-time user.

Once logged in, you will be greeted with the Pabbly Connect dashboard. Here, you can create workflows that connect various applications seamlessly. For this specific integration, you will focus on connecting Wix Forms with Keep through Pabbly Connect.

Creating a Workflow in Pabbly Connect

To create an automation workflow, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to name your workflow; for this guide, enter ‘Create or Update Keep Contact on Wix Form Submission’.

Next, you will need to select a folder to save your workflow. Choose an existing folder or create a new one as per your organizational needs. This helps keep your workflows organized within Pabbly Connect.

Setting Up Trigger and Action in Pabbly Connect

In this section, you will set up the trigger and action for your workflow. Start by selecting Wix Forms as your trigger application. The trigger event should be set to ‘New Form Submission’. This means that every time a new form is submitted, it will trigger the automation through Pabbly Connect.

After selecting the trigger, you will receive a Webhook URL. This URL is crucial as it connects your Wix Forms with Pabbly Connect. Copy this URL and head over to your Wix Forms account to set up the automation there.

• Log into your Wix Forms account.
• Select ‘Automations’ and click on ‘New Automation’.
• Choose ‘Start from Scratch’ and name your automation.
• Set the trigger to Wix Forms and select ‘Form Submitted’ as the event.
• Paste the Webhook URL from Pabbly Connect.

After setting up these details, activate the automation to ensure it works correctly with Pabbly Connect.

Connecting Keep with Pabbly Connect

Now that your Wix Forms are connected, the next step is to integrate Keep with Pabbly Connect. For this, select Keep (InfusionSoft) as your action application. The action event should be set to ‘Create or Update a Contact’. This allows new form submissions to automatically add or update contacts in your Keep account.

To establish this connection, click on ‘Connect with Keep’. You will need to authorize Pabbly Connect to access your Keep account. Once authorized, you can proceed to map the data from the Wix form submission to the corresponding fields in Keep.

• Map the email address from the Wix form submission to the email field in Keep.
• Fill in optional fields like first name and last name as needed.
• Click ‘Save and Send Test Request’ to ensure everything is working properly.

This integration will ensure that every new form submission is reflected in your Keep account, streamlining your lead management process through Pabbly Connect.

Testing the Integration

To verify that your integration works, you will need to perform a test submission through your Wix form. Enter dummy data in the fields and submit the form. After submitting, check your Keep account to see if the new contact appears.

Upon successful submission, you should see the contact created in your Keep account with the details you entered in the Wix form. This confirms that the integration is functioning correctly, allowing you to manage leads efficiently through Pabbly Connect.

With this setup, you can focus on building relationships with your leads, knowing that your contact information is always up to date and organized. Pabbly Connect simplifies this entire process, ensuring seamless connectivity between your applications.

Conclusion

In this tutorial, you learned how to integrate Wix Forms with Keep using Pabbly Connect. This integration automates contact management, ensuring your CRM is always updated with new leads. By following these steps, you can save time and reduce manual errors in your workflow.