Integrating Gravity Forms with MongoDB Using Pabbly Connect

Learn how to automate Gravity Forms submissions to MongoDB using Pabbly Connect. Step-by-step guide for seamless integration. 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. Setting Up Pabbly Connect for Automation

To begin with, you need to access Pabbly Connect for automating the integration between Gravity Forms and MongoDB. Start by creating a new workflow in Pabbly Connect, naming it something like ‘Gravity Forms to MongoDB.’ This naming helps you identify the workflow easily later.

Once you’ve named your workflow, select the appropriate folder in your Pabbly Connect account. Click on the ‘Create’ button to initiate the setup. This action opens a new workflow interface featuring two main sections: the trigger and action windows.

2. Configuring the Gravity Forms Trigger in Pabbly Connect

The first step in your automation is to set up the trigger in Pabbly Connect. In the trigger window, search for ‘Gravity Forms’ and select it. For the trigger event, choose ‘New Response’ from the dropdown menu. Pabbly Connect will then generate a webhook URL.

• Copy the provided webhook URL.
• Open your Gravity Forms in edit mode.
• Navigate to Settings > Webhooks and add a new webhook.
• Paste the webhook URL in the Request URL field and select POST as the request method.

After saving the webhook settings, Pabbly Connect will show that it is waiting for a webhook response. This indicates that it is ready to capture data from the next form submission made in Gravity Forms.

3. Testing the Gravity Forms Integration

Next, it’s time to test the integration setup with Pabbly Connect. Go back to your Gravity Forms and fill out the form for a test submission. For example, input a name, email address, mobile number, preferred property type, budget range, and city.

Upon submitting the form, Pabbly Connect should receive the data as a response. You can verify this by checking the trigger window in Pabbly Connect, where you should see all the details of the form submission captured accurately.

With the data captured, you have successfully completed the first part of the automation setup. Now, you can move on to the next step, which involves sending this data to MongoDB.

4. Configuring the MongoDB Action in Pabbly Connect

Now, you will set up the action step in Pabbly Connect to send the captured data to MongoDB. In the action window, search for ‘MongoDB’ and select it. Choose the action event as ‘Create Record’ from the dropdown menu.

• Click on ‘Connect’ and then select ‘Add New Connection’.
• Enter your MongoDB connection string, which includes your database name.
• Map the fields from Gravity Forms to the corresponding fields in MongoDB.

After mapping the fields, click on ‘Save’ to establish the connection. With this setup, every new form submission will be recorded in your specified MongoDB collection.

5. Finalizing the Automation Workflow

To finalize your automation using Pabbly Connect, test the entire workflow by making another submission in Gravity Forms. This time, use a different set of data for testing purposes. After submitting, check your MongoDB database to verify that the new record has been added correctly.

If everything is set up correctly, you should see the new submission data reflected in MongoDB almost instantly. This confirms that your automation workflow is functioning as intended, seamlessly integrating Gravity Forms submissions into MongoDB.

By following these steps, you can automate the process of capturing leads from Gravity Forms and storing them in MongoDB using Pabbly Connect. This setup not only saves time but also ensures that your data is organized and easily accessible.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the integration of Gravity Forms submissions into MongoDB. This process enhances data management and streamlines your workflow, making it an invaluable tool for real estate businesses.