Integrating Elementor with Close CRM and Slack Using Pabbly Connect

Learn how to automate lead creation in Close CRM and send Slack notifications using Pabbly Connect with Elementor forms. Step-by-step guide included. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating the integration between Elementor, Close CRM, and Slack, we will use Pabbly Connect. First, sign up for a free account on Pabbly Connect. This platform allows you to create workflows that connect different applications seamlessly.

Once you have created your account, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking the ‘Create Workflow’ button. This will allow you to set up the automation process for your Elementor form submissions to be sent as leads to Close CRM, while also notifying your team on Slack.

2. Setting Up Elementor as the Trigger in Pabbly Connect

In this step, we will configure Elementor to trigger the automation via Pabbly Connect. Start by selecting Elementor as the application in the trigger step. Choose the event ‘New Form Submission’ from the dropdown menu.

• Select Elementor as the trigger application.
• Choose the trigger event as ‘New Form Submission’.
• Copy the webhook URL provided by Pabbly Connect.

Next, go to your Elementor form settings and under ‘Actions After Submit’, add a webhook. Paste the copied URL into the webhook field and save the changes. This will ensure that every time a form is submitted, the data is sent to Pabbly Connect.

3. Creating Leads in Close CRM via Pabbly Connect

After setting up the trigger, we will now create a lead in Close CRM using the data received from Elementor through Pabbly Connect. In the action step, search for Close and select it. Choose the action event ‘Create Lead’.

Connect your Close account by entering your API key. To find your API key, go to your Close account settings, navigate to the Developer section, and create a new API key. Once connected, you will need to map the data from the Elementor form to the corresponding fields in Close CRM.

• Map the company name from the Elementor response.
• Fill in the contact name, email, and phone number by mapping the respective fields.
• Select the status of the lead (e.g., potential) from the dropdown.

Once all fields are mapped correctly, save the configuration. This will allow Pabbly Connect to create a new lead in Close CRM automatically whenever a form submission occurs.

4. Sending Notifications to Slack Using Pabbly Connect

Now that we have created the lead in Close CRM, the next step is to send a notification to Slack. In the same workflow, add another action step and select Slack as the application. Choose the action event ‘Send Channel Message’. using Pabbly Connect

Connect your Slack account by following the prompts. You can choose between a user-based or bot-based connection. For this tutorial, we will use a bot-based connection. After connecting, select the channel where you want to send the notifications.

Select the channel for notifications (e.g., New Leads). Compose the message to include the lead details using mapped fields. Test the Slack message to ensure it sends correctly.

After configuring the message, save the action and send a test request. This will verify that your team receives real-time notifications on Slack whenever a new lead is created.

5. Testing the Automation Workflow

With the automation setup complete, it’s time to test the entire workflow. Go back to your Elementor form and submit a new entry. For example, enter a name, email, phone number, company, and city.

After submitting the form, check both your Close CRM and Slack to confirm that the lead was created and the notification was sent. This demonstrates how Pabbly Connect effectively links Elementor, Close CRM, and Slack for seamless automation.

By following these steps, you can automate your lead generation and notification process efficiently, saving time and ensuring your team stays updated on new leads.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Elementor forms with Close CRM and Slack. This automation streamlines lead creation and team notifications, enhancing your workflow efficiency.