Learn how to effectively integrate InCharge with URL Using Pabbly Connect. This tutorial covers every step for seamless automation. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals. with Pabbly Connect.
Watch Step By Step Video Tutorial Below
1. Setting Up the InCharge and URL Integration
To start integrating InCharge with URL, we first need to create a workflow in the automation tool. This involves selecting ConvertBox as our trigger application. The goal is to automatically create a new subscriber in InCharge whenever a form submission occurs. using Pabbly Connect
Begin by signing into your PAB account. Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Create InCharge Person on ConvertBox Form Submission’. Select the appropriate folder for organization, then click on ‘Create’.
2. Configuring the Trigger for ConvertBox
The next step is to set up the trigger for your workflow. Select ConvertBox as your trigger application and choose the event as ‘New Lead Submission’. This action will initiate the workflow whenever a new form is submitted. using Pabbly Connect
- Select your ConvertBox account and choose the box containing your form.
- Click on ‘Edit’ and navigate to ‘Form Settings’.
- Under ‘Actions’, select ‘Go to Next Step’.
- Click on ‘Add Integration’ and choose ‘Webhooks’.
After selecting Webhooks, copy the provided URL from PAB and paste it into the Webhook URL field in ConvertBox. Finally, click on ‘Add Integration’ and save your settings. This ensures that your ConvertBox form is now connected to your PAB workflow.
3. Testing the Trigger with Dummy Data
Now that the trigger is set up, it’s time to test the integration. You will need to submit a test response through your ConvertBox form. Enter dummy information such as name, email, and address to simulate a real submission. using Pabbly Connect
Once you fill out the form, click on ‘Submit’. You should see a confirmation that the response was successfully submitted. Now return to PAB and check if it has received the webhook response from ConvertBox.
- First Name: Test
- Last Name: User
- Email: [email protected]
- City: Bhopal
Check to ensure that all the details from the test submission appear correctly in PAB. If everything looks good, you are ready to move on to the action step.
4. Setting Up the Action to Add a Subscriber in InCharge
With the trigger successfully tested, the next step is to set up the action that will add a subscriber in InCharge. Choose InCharge as the action application and select ‘Add or Update a Person’ as the action event. using Pabbly Connect
To connect your InCharge account, click on ‘Connect’. If you are already logged into your InCharge account, the connection will be established quickly. Once connected, you will need to map the data fields from your ConvertBox submission to the corresponding fields in InCharge.
Map Email to the email field from the ConvertBox submission. Map First Name and Last Name accordingly. Map City, State, and Postal Code as needed.
After mapping all necessary fields, click on ‘Save and Send Test Request’. You should receive a confirmation that the subscriber has been successfully created in your InCharge account.
5. Final Testing of the Integration
To ensure that the entire integration works seamlessly, perform one last test. Go back to your ConvertBox form and submit another test entry with different data.
For this test, use a new name, email, and city. After submission, check your InCharge account to verify that the new subscriber has been added with the correct details. This confirms that your integration is functioning properly.
In summary, we have successfully integrated InCharge with URL using the ConvertBox form submissions. This automation allows for efficient subscriber management and ensures no details are missed during the lead capture process.
Conclusion
This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.
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In this tutorial, we covered the integration of InCharge with URL through ConvertBox Using Pabbly Connect. Following these steps will help you automate your subscriber management effectively.
