Integrating Gravity Forms with MongoDB Using Pabbly Connect

Learn how to integrate Gravity Forms with MongoDB using Pabbly Connect for seamless automation. Step-by-step guide included. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To integrate Gravity Forms with MongoDB using Pabbly Connect, you first need to set up your Pabbly Connect account. Start by logging into your account and clicking on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Gravity Forms to MongoDB’. This will help you identify it later. using Pabbly Connect

Next, select the appropriate folder for your workflow. After naming your workflow and selecting the folder, click on ‘Create’. This action opens the workflow interface, where you can configure triggers and actions. The first step is crucial as it establishes the connection between Gravity Forms and Pabbly Connect.

2. Configuring the Trigger Step in Pabbly Connect

For the trigger step, select ‘Gravity Forms’ as the application. In the trigger event dropdown, choose ‘New Response’. This selection ensures that the workflow activates whenever a new form submission occurs in Gravity Forms. using Pabbly Connect

• Choose ‘Gravity Forms’ from the app list.
• Select ‘New Response’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After you have set up the trigger, you need to link Gravity Forms to Pabbly Connect using the webhook URL. In your Gravity Forms settings, navigate to the Webhooks section, add a new webhook, and paste the copied URL. Set the request method to POST and the format to JSON, then save your settings.

3. Testing the Trigger with a Form Submission

Once the webhook is set up, it’s time to test the trigger. Go back to your Gravity Forms and fill out the form with test data. For example, enter a name, email, phone number, preferred property type, and budget range. Submit the form to generate a new response. using Pabbly Connect

After submission, return to Pabbly Connect. You should see that it is now waiting for the webhook response. Once the form is submitted, Pabbly Connect captures the response, allowing you to verify that the data appears correctly. This confirms that the trigger is functioning as expected.

4. Setting Up the Action Step to MongoDB

Now that the trigger is tested and working, it’s time to set up the action step. In the action step, search for ‘MongoDB’ and select it. From the action event dropdown, choose ‘Create Record’. This step will send the data captured from Gravity Forms to your MongoDB database. using Pabbly Connect

To connect MongoDB with Pabbly Connect, you will need your MongoDB connection string. Navigate to your MongoDB account, add your current IP address under network access, and then retrieve the connection string from your cluster settings. Paste this connection string into Pabbly Connect and enter your database name and credentials.

• Enter your MongoDB connection string.
• Specify the database name and collection where data will be stored.
• Map the fields from Gravity Forms to the corresponding fields in MongoDB.

After setting up the action step, you can test the connection to ensure everything is working properly. If successful, the form responses will be added to your MongoDB collection as new records.

5. Verifying the Integration Between Gravity Forms and MongoDB

To verify that the integration is functioning correctly, submit another test entry through your Gravity Form. Once submitted, check your MongoDB database to see if the new entry appears. This confirms that the data is flowing seamlessly from Gravity Forms to MongoDB via Pabbly Connect.

In summary, by following these steps, you have successfully set up an automation that connects Gravity Forms with MongoDB using Pabbly Connect. This integration allows you to manage your real estate leads efficiently and ensures that all submissions are recorded in your database.

Conclusion

In this tutorial, we demonstrated how to integrate Gravity Forms with MongoDB using Pabbly Connect. This automation streamlines your workflow and ensures that all form submissions are captured in your database effectively.