Integrating Encharge with ConvertBox Using Pabbly Connect

Learn how to create an Encharge person on ConvertBox form submission using Pabbly Connect. Step-by-step tutorial 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

Accessing Pabbly Connect for Integration

To create an Encharge person on ConvertBox form submission, you first need to access Pabbly Connect. This platform allows seamless integration between your ConvertBox forms and Encharge accounts. Start by visiting the Pabbly Connect homepage.

Here, you will find options to either sign in or sign up for a free account. If you’re new, click on ‘Sign Up Free’ to get started with 300 tasks every month. Existing users can simply sign in to access their dashboard.

Creating a Workflow in Pabbly Connect

Once logged in to Pabbly Connect, you will see the dashboard that lists all applications. To create a new workflow, click on the ‘Create Workflow’ button located in the top right corner. Name your workflow something descriptive, such as ‘Create Encharge Person on ConvertBox Form Submission’.

After naming your workflow, you can select a folder for organization purposes. Click on the ‘Create’ button to proceed. This sets up the basic framework for your integration, where ConvertBox will serve as the trigger application and Encharge will be the action application.

Setting Up the Trigger with ConvertBox

In this step, you will configure ConvertBox as the trigger application in Pabbly Connect. Select ConvertBox and choose the trigger event as ‘New Lead Submission’. Upon selection, you will receive a webhook URL that is essential for connecting ConvertBox to Pabbly Connect.

Next, navigate to your ConvertBox account. Select the specific box you are working with and click ‘Edit’. Under the form settings, select the action as ‘Go to Next Step’. Then, move to the ‘Integrations’ section and click ‘Add Integration’. Choose ‘Webhooks’ and paste the webhook URL from Pabbly Connect to complete the connection.

Testing the Trigger and Action in Pabbly Connect

After setting up the webhook, you need to test the integration to ensure it works correctly. Go back to your ConvertBox form and submit a test entry with dummy data. For instance, enter a name, email, phone number, and city. Once submitted, Pabbly Connect will wait for the webhook response to confirm that the data has been received.

• First Name: Test
• Last Name: User
• Email: [email protected]
• City: Bhopal

Once the test submission is complete, return to Pabbly Connect to check if the data was successfully captured. You should see the details populated in the response section, confirming that the trigger is set up correctly.

Finalizing the Action with Encharge

Now that the trigger is confirmed, it’s time to set up the action in Pabbly Connect. Select Encharge as your action application and choose the action event as ‘Add or Update a Person’. This step ensures that whenever a new submission is made, a new subscriber is created in your Encharge account.

Click on ‘Connect with Encharge’ to build a new connection. You will need to authorize Pabbly Connect to access your Encharge account. Ensure you are logged in to your Encharge account for a seamless connection. After authorization, you will map the fields from your ConvertBox submission to the corresponding fields in Encharge.

For example, map the email, first name, last name, phone number, and city details to ensure accurate data transfer. After mapping, click on ‘Save and Send Test Request’ to finalize the setup. You should receive a confirmation message indicating that the action was successful.

Conclusion

In this tutorial, we demonstrated how to create an Encharge person on ConvertBox form submission using Pabbly Connect. By following the outlined steps, you can automate the process of adding new subscribers to your Encharge account seamlessly. This integration not only saves time but also enhances your marketing efforts.