Learn how to automate Keep contact creation from Landing form submissions using Pabbly Connect in this step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To start using Pabbly Connect, first navigate to the Pabbly website and sign in to your account. If you are a new user, you can sign up for free, which grants you 100 tasks monthly.
Once logged in, you will see the dashboard displaying various Pabbly applications. Click on the ‘Pabbly Connect’ option to access the integration dashboard, where you can manage your workflows effectively.
2. Creating a New Workflow in Pabbly Connect
In this step, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Keep Contact on Lending Form Submission.’ Select the appropriate folder for organization.
- Click on ‘Create’ to initiate the workflow.
- You will see two boxes: one for Trigger and another for Action.
- Set up your trigger application as ‘Landing G’ and action application as ‘Keep’.
This setup allows you to automate the process of creating a contact in Keep whenever a form submission occurs in Landing G.
3. Setting Up Trigger and Action in Pabbly Connect
To configure your trigger, select ‘Landing G’ as the application and choose ‘New Lead’ as the trigger event. This event will initiate the workflow when a new form submission is made.
Next, connect your Landing G account with Pabbly Connect by providing the Webhook URL generated by Pabbly. Go to your Landing G account, edit the form settings, and paste the Webhook URL into the integrations section. Set the request method to POST.
4. Testing the Webhook Connection
After setting up the Webhook URL in Landing G, you need to perform a test submission to ensure the connection works properly. Fill in the form with dummy details and submit it.
Return to Pabbly Connect and check for the webhook response. If successful, you will see the submitted data reflected in the Pabbly dashboard. This indicates that Landing G is now successfully integrated with Pabbly Connect.
5. Creating a Contact in Keep Using Pabbly Connect
With the trigger set up and tested, the next step is to configure the action to create a contact in Keep. Select ‘Keep’ as your action application and choose ‘Create or Update Contact’ as the action event.
Map the fields from the webhook response to the corresponding fields in Keep. For example, use the email address from the form submission for the contact’s email. Use the Text Formatter feature by Pabbly Connect to separate the first and last names if required. Finally, save and send a test request to create the contact.
Conclusion
Using Pabbly Connect, we successfully integrated Landing G with Keep to automate contact creation from form submissions. This setup enhances efficiency and ensures that every lead is captured seamlessly.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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