Integrating Elementor Forms with Flo CRM Using Pabbly Connect

Learn how to seamlessly integrate Elementor forms with Flo CRM using Pabbly Connect. Follow this step-by-step tutorial for efficient lead management. 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 begin the integration process, first, access Pabbly Connect. This platform is essential for connecting your Elementor forms with Flo CRM, allowing seamless automation of lead management.

After navigating to the Pabbly Connect homepage, you will find options to sign in or sign up. If you’re a new user, click on the ‘Sign Up Free’ button to create an account and explore the software’s features.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you’ll need to create a new workflow. Click on the ‘Create Workflow’ button at the top right corner of your dashboard.

• Name your workflow, for example, ‘Create Flo Contact from Elementor Form Submission.’
• Select a folder to organize your workflows, or create a new one if necessary.

After naming your workflow, you will see the trigger and action setup options. The trigger is the event that starts the automation, while the action is what happens as a result. In this case, the trigger will be a new form submission from Elementor.

3. Setting Up the Trigger in Pabbly Connect

To set up the trigger, select ‘Elementor’ as your trigger application in Pabbly Connect. The event you want to capture is ‘New Form Submission’.

Upon selecting this event, Pabbly Connect will provide you with a webhook URL. This URL will be used to connect your Elementor form to Pabbly Connect.

• Copy the webhook URL provided by Pabbly Connect.
• Log into your WordPress account and edit the Elementor form you want to connect.

In the Elementor form settings, navigate to ‘Actions After Submit’ and add a new action for ‘Webhook’. Paste the copied URL here to complete the connection.

4. Testing the Integration with Pabbly Connect

After setting up the webhook in your Elementor form, it’s time to test the integration. Fill out the form with dummy data and submit it to see if the data is captured by Pabbly Connect.

Once the form is submitted, return to Pabbly Connect to check if the response has been received. You should see the data you entered reflected in the workflow.

Ensure that all fields are correctly mapped to receive data. Confirm that the submission status indicates success.

This step verifies that the integration is functioning correctly and that Pabbly Connect is effectively capturing form submissions.

5. Creating a Contact in Flo CRM Using Pabbly Connect

Now that the trigger is set up, you need to define the action. Select ‘Flo CRM’ as your action application in Pabbly Connect and choose ‘Create Contact’ as the action event.

To connect your Flo CRM account, you will need to provide the API key and account URL. Retrieve these from your Flo CRM account settings, ensuring you follow the instructions provided by Pabbly Connect.

Enter the account URL up to ‘.com’. Generate a new API key if necessary and input it into Pabbly Connect.

After entering these details, map the fields from your Elementor form submission to the corresponding fields in Flo CRM. This will ensure that all lead information is accurately captured and organized in your CRM.

Conclusion

This tutorial has demonstrated how to effectively use Pabbly Connect to integrate Elementor forms with Flo CRM. By following these steps, you can automate the process of adding new contacts, ensuring efficient lead management and saving valuable time.