Integrating Pabbly Form Builder with Trello: A Step-by-Step Guide

Learn how to integrate Pabbly Form Builder with Trello for seamless feature request management. Follow our detailed tutorial for easy setup. This step-by-step guide reveals how to create professional, conversion-optimized forms without any coding knowledge.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Form Builder for Integration

To start integrating Pabbly Form Builder with Trello, first, you need to access Pabbly Form Builder. This tool allows you to create forms that can capture various data, including feature requests from your users. Once you log in to your Pabbly account, navigate to the Form Builder section to create a new form.

In the Form Builder, you can design your form by adding fields such as ‘First Name,’ ‘Last Name,’ ‘Email Address,’ and a section for the feature request. This setup is crucial as it captures all necessary information for your integration with Trello.

2. Creating a Feature Request Form in Pabbly Form Builder

Now that you have accessed Pabbly Form Builder, it’s time to create a feature request form. This form will allow your customers to submit their feature requests directly through your website. Start by clicking on the ‘Create New Form’ button.

• Add a field for ‘First Name’
• Add a field for ‘Last Name’
• Include an ‘Email Address’ field
• Create a text area for the feature request

After setting up these fields, ensure you save your form. This will allow you to capture customer requests effectively, which will later be sent to Trello through Pabbly Form Builder.

3. Integrating Trello with Pabbly Form Builder

With your feature request form created in Pabbly Form Builder, the next step is to integrate it with Trello. This integration allows the feature requests submitted through your form to be automatically organized in your Trello board. To do this, navigate to the ‘Integrations’ section in your Pabbly account.

Choose Trello as the application you want to integrate with. You will be prompted to connect your Trello account. Once connected, select the Trello board where you want the requests to be organized. Make sure to map the fields from your form to the appropriate fields in Trello, such as linking the ‘Email Address’ field to a card description.

4. Testing the Integration of Pabbly Form Builder and Trello

Now that you have set up the integration between Pabbly Form Builder and Trello, it’s essential to test the integration. Go back to your feature request form and fill it out with sample data. Include a feature request, such as ‘Can you make the fonts a little bold on the checkout page?’. After submitting the form, check your Trello board.

You should see the new request appear as a card in your specified Trello board. This confirms that your integration is working correctly. You can click on the card to verify that the details, including the email address of the requester, are correctly populated. This setup allows you to easily manage and respond to feature requests.

5. Conclusion: Streamlining Feature Requests with Pabbly Form Builder

Integrating Pabbly Form Builder with Trello provides a seamless way to manage feature requests from your customers. By following the steps outlined in this tutorial, you can create a feature request form, integrate it with Trello, and automate the organization of incoming requests. This not only enhances your workflow but also improves customer engagement by keeping them informed about their requests.

Utilizing Pabbly Form Builder for this integration ensures that all requests are neatly organized and easily accessible, allowing you to focus on improving your product based on customer feedback.