Learn how to automate your Wix form submissions to update InCharge contacts using P Connect Now. Follow this detailed tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Automation in P Connect Now

Automation is the key to making your processes efficient. To start, open your browser and navigate to P Connect Now. This platform allows you to create workflows that automate tasks between different applications. using Pabbly Connect

Once on the P Connect Now landing page, you have two options: sign in or sign up for free. If you are new, click on the ‘Sign Up for Free’ button. After creating an account, you will have access to 100 free tasks every month.

2. Creating a Workflow in P Connect Now

Creating a workflow in P Connect Now is straightforward. Click on the ‘Create Workflow’ button on the dashboard, and a new window will pop up. Name your workflow appropriately, such as ‘Create or Update InCharge Person on Wix Form Submission.’ Select a folder to save your workflow. using Pabbly Connect

  • Click on the ‘Create’ button.
  • Set up the trigger by searching for ‘Wix Forms’.
  • Choose ‘New Form Submission’ as the trigger event.

After setting up the trigger, connect Wix Forms with P Connect Now using the provided URL. This URL acts as a bridge to receive form submissions from your Wix account into P Connect Now.

3. Connecting Wix Forms to P Connect Now

To connect Wix Forms with P Connect Now, go to your Wix account and navigate to the Automations section. Click on ‘Create Automation’ and start from scratch. Name your automation and select ‘Wix Forms’ as the trigger. using Pabbly Connect

Next, choose the ‘Form Submitted’ event and select the specific form you want to use. To complete the connection, you will need to paste the VB URL you copied from P Connect Now into the target URL field.

  • Activate the automation after setting it up.
  • Ensure that your automation is active to start receiving submissions.

Now, every time a new form submission is made through your Wix form, the details will be sent to P Connect Now automatically.

4. Creating or Updating Contacts in InCharge

With the automation set, it’s time to create or update contacts in InCharge. In P Connect Now, you need to set up the action after the trigger. Search for ‘InCharge’ as your action application. using Pabbly Connect

Select ‘Add or Update Person’ as the action event. To connect InCharge with P Connect Now, click on ‘Connect’ and authorize the connection. This step is crucial for allowing P Connect Now to access your InCharge account.

Map the details from the Wix form submission to the InCharge fields. Use the mapping feature to ensure that the correct data is transferred.

Once all details are mapped, save the workflow. This setup ensures that every new form submission updates or creates a contact in InCharge automatically.

5. Testing the Integration

After setting up the integration, it’s essential to test it. Go to your Wix form and create a new submission to see if the details are sent to P Connect Now. Make sure to fill in all required fields accurately. using Pabbly Connect

Once you submit the form, return to P Connect Now to check for the response. If everything is set up correctly, you should see the new submission details reflected in your P Connect Now dashboard.

Verify that the contact is created or updated in InCharge. Check for any errors in the workflow setup if the data does not appear.

With successful testing, your integration is complete, and your automation is now fully operational!

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 conclusion, this tutorial has guided you through the process of integrating Wix Forms with InCharge using P Connect Now. By automating your form submissions, you can efficiently manage your contacts and improve your workflow.