Integrating Elementor with ClickUp Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate your Elementor form submissions to ClickUp tasks using Pabbly Connect. Follow this detailed guide for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, access Pabbly Connect by visiting its official website. Once there, you can sign in to your existing account or create a new one if you are a new user.

After signing in, you will see the dashboard of Pabbly Connect. From here, click on the ‘Access Now’ button to enter the main interface. This is where you will create your automation workflow.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is essential for automation. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will appear asking for a workflow name and folder selection.

• Name your workflow something like ‘Create ClickUp Task on Elementor Form Submission’.
• Select the appropriate folder where you want to save this workflow.

Once you have entered a name and selected a folder, click on the ‘Create’ button. This will set up your workflow and prepare it for the next steps in the automation process.

3. Setting Up the Trigger with Elementor

The next step involves setting up the trigger in your Pabbly Connect workflow. For this, select ‘Elementor’ as the trigger application. This is essential because you want to capture form submissions from your Elementor form.

Choose the trigger event as ‘New Form Submission’. After selecting this, Pabbly Connect will generate a unique webhook URL. Copy this URL as it will be used to connect Elementor to Pabbly Connect.

4. Connecting Elementor to Pabbly Connect

Now, you need to integrate Elementor with Pabbly Connect. Open the Elementor form you created and navigate to the form settings. Under ‘Actions After Submit’, click on the plus button to add a new action.

• Select ‘Webhook’ from the list of actions.
• Paste the webhook URL you copied from Pabbly Connect.

After pasting the URL, click on the ‘Update’ button to save your changes. This will ensure that every time a form submission occurs, the data will be sent to Pabbly Connect.

5. Creating a Task in ClickUp

After setting up the trigger, the next step is to create a task in ClickUp using the data received from Elementor. In your Pabbly Connect workflow, select ClickUp as the action application and choose ‘Create Task with Custom Fields’ as the action event.

You’ll need to connect your ClickUp account by entering the API token. After connecting, select the workspace, folder, and list where the task will be created. Map the required fields, such as task name, description, and custom fields like name, email, and product name.

Once all fields are filled out, click on the ‘Save and Send Test Request’ button. If successful, you will see a new task created in your ClickUp account, confirming that Pabbly Connect has successfully automated the process.

Conclusion

This tutorial showed how to integrate Elementor with ClickUp using Pabbly Connect. By automating form submissions, you can efficiently manage inquiries and improve customer satisfaction. Utilizing Pabbly Connect streamlines your workflow, saving you time and effort.