How to Send Jotform Leads to Ecwid Automatically Using Pabbly Connect

Learn how to send Jotform leads to Ecwid automatically using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Jotform and Ecwid Integration

To send Jotform leads to Ecwid automatically, the first step is to access Pabbly Connect. Navigate to the Pabbly Connect website by entering ‘Pabbly.com/connect’ in your browser’s address bar. If you already have an account, sign in; otherwise, sign up for free to start your automation journey.

Once signed in, you will be directed to the Pabbly Connect dashboard where you can create new workflows. Click on the ‘Create Workflow’ button to begin setting up the integration between Jotform and Ecwid.

2. Creating a Jotform to Ecwid Workflow

After accessing Pabbly Connect, you need to create a workflow specifically for Jotform to Ecwid integration. Name your workflow, such as ‘Jotform to Ecwid’, and click on the ‘Create’ button. This will initiate the process of linking both applications.

In the workflow settings, you will encounter two sections: Trigger and Action. The Trigger will be set to Jotform, specifically the ‘New Response’ trigger, which activates whenever a new form submission is received. Select this option to proceed.

• Choose Jotform as the trigger application.
• Select ‘New Response’ as the trigger event.
• Copy the provided webhook URL for further configuration.

Once you have set the trigger, you will be able to connect Jotform with Pabbly Connect using the copied webhook URL.

3. Configuring the Jotform Webhook

To finalize the integration, you must configure the webhook in your Jotform account. Open your Jotform form and navigate to the ‘Settings’ tab, then select ‘Integrations’. Here, look for the Webhooks option, where you will paste the previously copied webhook URL from Pabbly Connect.

After pasting the webhook URL, click on ‘Complete Integration’ to establish the connection between Jotform and Pabbly Connect. This step ensures that every new submission on your Jotform form will trigger an action in your Ecwid account.

4. Setting Up the Ecwid Connection

With the Jotform webhook configured, the next step is to set up the action in Ecwid. In your Pabbly Connect workflow, select Ecwid as the action application and choose ‘Create Customer’ as the action event. This will allow you to automatically create a new customer in Ecwid based on the submitted Jotform data.

Connect your Ecwid account by clicking on ‘Connect’ and authorizing Pabbly Connect to access your Ecwid account. Once connected, you will be prompted to map the fields from Jotform to the respective fields in Ecwid, ensuring that all customer data is accurately transferred.

• Map the email address from Jotform to the billing email in Ecwid.
• Input the customer’s name and address details from the Jotform submission.
• Ensure all required fields in Ecwid are filled using the mapped data.

After mapping the fields, click on ‘Save and Send Test Request’ to verify that the integration works correctly. This action will create a new customer in your Ecwid account using the data from your Jotform submission.

5. Testing the Integration

To confirm that the integration between Jotform and Ecwid is functioning, fill out your Jotform and submit it. Once you submit the form, return to Pabbly Connect to check if the customer has been created in your Ecwid account. This step is crucial to ensure that the automation is working as intended.

After testing, you can view the newly created customer in your Ecwid account under the ‘Customers’ section. This seamless integration allows you to manage your leads effectively and utilize the information for marketing purposes.

By using Pabbly Connect, you automate the process of adding new customers from Jotform to Ecwid, saving you time and effort while enhancing your e-commerce capabilities.

Conclusion

In this tutorial, we explored how to send Jotform leads to Ecwid automatically using Pabbly Connect. By following these steps, you can streamline your lead management process and enhance customer engagement. Automation saves time and improves efficiency, making it a valuable tool for your business.