Integrating Gravity Forms with InCharge Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Gravity Forms with InCharge using Pabbly Connect, automating lead management effortlessly. Follow our detailed tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Gravity Forms with InCharge, first access Pabbly Connect. This platform allows you to automate workflows without coding. Simply visit the Pabbly Connect website and sign in or create a new account.

Once logged in, navigate to your dashboard. Here, you can create new workflows by clicking on the ‘Create Workflow’ button. Name your workflow, such as ‘Create or Update InCharge Person on Gravity Form Submission,’ and select the appropriate folder for organization.

2. Setting Up Gravity Forms as the Trigger Application

In this step, you will configure Gravity Forms as the trigger application in Pabbly Connect. Select Gravity Forms and then choose the ‘New Response’ trigger event. This event initiates the workflow whenever a new form submission occurs.

• Select the Gravity Forms application from the trigger options.
• Choose the trigger event as ‘New Response’.
• Copy the provided webhook URL to connect Gravity Forms with Pabbly Connect.

Next, go to your WordPress dashboard, navigate to the Gravity Forms settings, and add a new webhook. Paste the copied URL, set the request method to POST, and ensure the request format is JSON. Save the settings to complete the webhook setup.

3. Testing the Webhook Connection

After setting up the webhook in Gravity Forms, it’s time to test the connection through Pabbly Connect. Fill out the form you configured and submit it. This action should trigger the webhook, sending data to Pabbly Connect.

Once submitted, return to Pabbly Connect to check for the webhook response. You should see the submitted data, confirming that the connection between Gravity Forms and Pabbly Connect is functioning correctly.

4. Configuring InCharge as the Action Application

Now that you have successfully tested the webhook, the next step is to set up InCharge as the action application in Pabbly Connect. Choose InCharge and select the action event ‘Add or Update Person’. This action will create a new person in your InCharge account based on the form submission data.

• Select InCharge as your action application.
• Choose the action event ‘Add or Update Person’.
• Connect your InCharge account by authorizing Pabbly Connect.

While mapping the fields, use the data received from the Gravity Forms submission. This ensures that each new person created in InCharge has the correct information, like email and name, dynamically filled in.

5. Finalizing and Testing the Integration

After mapping the necessary fields, click on ‘Save and Send Test Request’ in Pabbly Connect. This action sends the mapped data to InCharge, creating a new person. Check your InCharge dashboard to verify that the person was created successfully with all the correct details.

To ensure everything works as intended, submit another form through Gravity Forms and repeat the process. Each submission should trigger the workflow, automatically creating a new person in InCharge without any manual intervention.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, by leveraging Pabbly Connect, you can easily integrate Gravity Forms with InCharge, automating your lead management process seamlessly. This integration allows you to focus on your business while Pabbly Connect handles the data transfer efficiently.