Integrating New Leads with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate New Leads with Pabbly Connect using Contact Form 7 and MailerLite for seamless automation. Follow our detailed tutorial now! Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating New Leads using Pabbly Connect, first access the Pabbly Connect dashboard. If you are an existing user, simply sign in; if you are new, sign up for an account. This process is quick, typically taking less than two minutes, and you will receive 100 free tasks upon account creation.

Once logged in, locate the ‘Create Workflow’ button on the right side of the dashboard. Click on it, and a dialog box will appear asking you to name your workflow. You can name it something like ‘Create MailerLite Contact from Contact Form 7 Submission’ and then click on ‘Create’ to proceed.

2. Setting Up the Trigger in Pabbly Connect

In this step, we will set up the trigger application in Pabbly Connect. The trigger application will be ‘Contact Form 7’ which is a popular WordPress plugin. The trigger event to select is ‘New Form Submission.’ This event will activate every time a new lead submits the contact form.

• Choose ‘Contact Form 7’ as the trigger application.
• Select ‘New Form Submission’ as the trigger event.
• Copy the provided webhook URL for integration.

Next, navigate to your WordPress account and ensure that the Contact Form 7 plugin is activated. Edit the specific form you want to connect, go to the webhook settings, and paste the copied webhook URL. Save the changes to finalize the trigger setup.

3. Testing the Trigger with Form Submission

To ensure everything is set up correctly, we need to test the trigger by submitting the contact form. In Pabbly Connect, click on ‘Capture Webhook Response’ to prepare for the test. Then, create a new page in WordPress where you will add your contact form using the shortcode provided by Contact Form 7.

• Add a title to the new page (e.g., ‘New Contact Form’).
• Paste the Contact Form 7 shortcode into the page content.
• Publish the page and fill out the form to test submission.

After submitting the form with test data, return to Pabbly Connect to see if the webhook response was captured successfully. You should see the submitted data, including the lead’s email address and other details.

4. Setting Up the Action Application in Pabbly Connect

Now that we have tested the trigger, it’s time to set up the action application in Pabbly Connect. The action application will be ‘MailerLite’ where we want to add the new lead as a subscriber. Choose ‘MailerLite Classic’ as the action application and select the event ‘Add or Update Subscriber in Group’.

To connect Pabbly Connect with MailerLite, you will need your MailerLite API key. Log into your MailerLite account, navigate to the developer settings to access the API key, and copy it. Go back to Pabbly Connect, paste the API key, and save the connection. Now, map the required fields such as email address and first name from the webhook response to the corresponding fields in MailerLite.

5. Verifying the Integration Success

After setting up the action application, it’s crucial to verify that the integration works as intended. In Pabbly Connect, click on ‘Save and Send Test Request’ to check if the new lead is added to MailerLite. You should see a response confirming the successful addition.

Now, log into your MailerLite account and check the ‘Subscribers’ section. Look for the new lead under ‘Unconfirmed Subscribers’. Once the lead confirms their email, they will appear in the ‘Active Subscribers’ list. This confirms that your integration between Contact Form 7 and MailerLite via Pabbly Connect is successful.

Remember, every time a new lead submits the contact form, they will automatically be added to MailerLite, streamlining your lead management process.

Conclusion

In this tutorial, we explored how to integrate New Leads using Pabbly Connect with Contact Form 7 and MailerLite. This seamless automation enhances your lead management and ensures new contacts are added efficiently. With Pabbly Connect, you can simplify your workflow and focus on growing your business.