Learn how to integrate Pluto and Builder using Pabbly Connect to automate your workflow seamlessly. Follow our detailed guide for a step-by-step tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To start integrating Pluto and Builder, first access Pabbly Connect by navigating to its website. Here, you can either sign in as an existing user or sign up for a new account. Upon signing up, you will receive 100 free tasks monthly to explore the platform.
Once logged in, you will be directed to the dashboard of Pabbly Connect. Here, you can create workflows that automate your tasks between various applications. Click on the ‘Create Workflow’ button to begin setting up your integration.
2. Setting Up the Webhook Trigger in Pabbly Connect
In this section, we will set up the webhook trigger to capture responses from the form built in Builder. Select ‘Webhook by Pabbly’ as the trigger application in your workflow. This step is crucial because it allows you to receive data from applications not natively connected with Pabbly Connect.
- Choose the trigger event as ‘Catch Webhook’.
- Copy the generated webhook URL provided by Pabbly Connect.
- Paste this URL into your Builder application to connect it.
After pasting the URL, whenever a form is submitted in the Builder application, the webhook will capture the response and send it to Pabbly Connect. This setup is essential for automating the process of adding new contacts in Pluto.
3. Creating a Contact in Pluto Using Pabbly Connect
Now that we have set up the webhook trigger, it is time to create a contact in Pluto. Select ‘Pluto’ as the action application in your workflow. This step is where Pabbly Connect facilitates the integration by allowing you to create a new person in Pluto based on the data captured by the webhook.
Choose the action event as ‘Create Person’. You will need to connect your Pluto account by entering your Client ID, Client Secret, and Business Identifier. These details can be found in your Pluto account settings under the API manager section.
- Enter the first name, last name, email, and phone number from the webhook response.
- Use the mapping feature in Pabbly Connect to dynamically insert these details.
Once you’ve mapped the fields, save the configuration. This allows Pabbly Connect to automatically create a contact in Pluto whenever a new form response is captured.
4. Testing the Integration to Ensure Success
After setting up the action step to create a contact in Pluto, it’s crucial to test the integration. Submit a test form through the Builder application to generate a response. This will allow you to verify if Pabbly Connect captures the data correctly and creates a new person in Pluto.
Check the response in Pabbly Connect after submitting the form. You should see all the details populated correctly, confirming that the webhook is functioning as intended. Next, log into your Pluto account and navigate to the Contacts section to see if the new contact has been created.
If the contact appears in Pluto, your integration is successful! This process demonstrates how effectively Pabbly Connect bridges the gap between applications that do not natively connect.
5. Conclusion: Automate Your Workflow with Pabbly Connect
In this tutorial, we explored how to integrate Pluto and Builder using Pabbly Connect. By setting up a webhook trigger and creating contacts in Pluto, you can automate your workflow effortlessly. This process not only saves time but also ensures accuracy in data management.
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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With Pabbly Connect, you can connect various applications and automate repetitive tasks without any coding skills. Start using Pabbly Connect today to enhance your productivity and streamline your business processes.