Integrating Elementor with Microsoft Teams Using Pabbly Connect

Learn how to automate notifications from Elementor to Microsoft Teams using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start integrating Elementor with Microsoft Teams, first access Pabbly Connect. This platform allows you to automate workflows seamlessly. If you are a new user, sign up for a free account, which includes 100 free tasks every month.

Once you have signed in to your Pabbly Connect account, you will see the dashboard displaying various applications. Click on the option to access the Pabbly Connect dashboard, where you will begin creating your workflow.

2. Creating a Workflow in Pabbly Connect

To create a workflow, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. In the dialog box that appears, provide a name for your workflow, such as ‘Notify Team on Microsoft Teams for New Elementor Form Submission’. using Pabbly Connect

• Name your workflow appropriately for easy identification.
• Select a folder to save the workflow for better organization.

After naming your workflow and selecting a folder, click on the ‘Create’ button. This action will set up your workflow, where you will define the trigger and action steps.

3. Setting Up the Trigger for Elementor

The next step involves setting up the trigger that initiates the workflow. For this, select ‘Elementor’ as the trigger application. Choose the trigger event as ‘New Form Submission’ to capture responses from your Elementor forms.

Upon selecting the trigger, Pabbly Connect will provide you with a unique webhook URL. Copy this URL, as it will be used to connect Elementor with Pabbly Connect for capturing form submissions.

• Select Elementor as the trigger application.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the provided webhook URL for the next steps.

After copying the webhook URL, proceed to connect Elementor to Pabbly Connect by pasting the URL into the designated field in your Elementor form settings under ‘Actions After Submit’.

4. Configuring Microsoft Teams as the Action Step

Now that the trigger is set, the next step is to configure the action to send notifications to Microsoft Teams. Select ‘Microsoft Teams’ as the action application and choose the action event as ‘Send Channel Message’.

Click on the connect button to establish a connection between Microsoft Teams and Pabbly Connect. You will be prompted to authenticate your Microsoft Teams account by granting necessary permissions.

Select Microsoft Teams as the action application. Choose ‘Send Channel Message’ as the action event. Authenticate your Microsoft Teams account to proceed.

Once connected, select the appropriate team and channel where you want to send notifications. Map the relevant data fields such as name, email, phone number, and inquiry details from the previous step to customize your message.

5. Testing the Integration for Successful Notifications

After configuring the action step, it’s crucial to test the integration. Perform a test form submission using the Elementor form on your website. Fill in the required fields and submit the form.

Check your Microsoft Teams channel to see if the notification appears as expected. If successful, you will receive a message containing the details of the inquiry, confirming that the integration via Pabbly Connect is working properly.

Submit a test form from your Elementor form. Verify if the notification appears in Microsoft Teams. Ensure that all relevant details are included in the message.

Once confirmed, your automation is complete, allowing your team to receive real-time notifications for new inquiries submitted through the Elementor form, facilitated by Pabbly Connect.

Conclusion

In this tutorial, we explored how to integrate Elementor with Microsoft Teams using Pabbly Connect. By automating notifications for new form submissions, you can enhance your team’s responsiveness and streamline communication.