Creating Copper Leads from Jotform Submissions Using Pabbly Connect

Learn how to create Copper leads from Jotform submissions using Pabbly Connect in this step-by-step tutorial. Integrate Jotform and Copper seamlessly! Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create Copper leads from Jotform submissions, you first need to access Pabbly Connect. Start by visiting the Pabbly website and logging in to your account. If you are a new user, click on ‘Sign up for free’ to create an account. Pabbly Connect offers free tasks each month for new users, making it easy to get started.

Once logged in, navigate to the dashboard where you can create a new workflow. Click on the plus sign to start a new workflow and name it appropriately, such as ‘Create Copper Leads from Jotform Submissions’. This sets the stage for connecting Jotform and Copper using Pabbly Connect.

2. Setting Up Jotform Trigger in Pabbly Connect

In this step, you will set up Jotform as the trigger application in Pabbly Connect. Select Jotform from the application list and choose the trigger event as ‘New Response’. This event will activate the workflow whenever a new form submission occurs.

• Select Jotform as the application.
• Choose ‘New Response’ as the trigger event.
• Copy the generated Webhook URL provided by Pabbly Connect.

Next, you will integrate this Webhook URL into your Jotform account. Edit the contact form you have created, navigate to the settings, and find the Integrations option. Here, paste the Webhook URL and complete the integration. This allows Pabbly Connect to receive submissions from Jotform.

3. Testing Jotform Integration with Pabbly Connect

After setting up the Webhook, it’s time to test the integration. Go back to your Jotform and fill out the contact form with sample data. This step is crucial as it sends a test submission to Pabbly Connect.

• Enter a first name, last name, email, and mobile number.
• Provide an address, including street, city, and postal code.
• Submit the form to capture the response in Pabbly Connect.

Once submitted, return to Pabbly Connect and check if the response has been received. You should see the details captured from the form submission, confirming that the integration is working correctly.

4. Creating a Copper Lead from Jotform Submission

Now that you have successfully tested the Jotform integration, it’s time to create a lead in Copper. In the action window of Pabbly Connect, select Copper as the application and choose ‘Create Lead’ as the action event. This step will automate lead creation based on Jotform submissions.

To connect your Copper account, you will need to provide the API key and your Copper account email. Navigate to your Copper account settings, find the API keys section, and generate a new key if necessary. Copy this API key and paste it into Pabbly Connect along with your email to establish the connection.

5. Mapping Fields and Saving the Workflow

With the connection established, it’s time to map the fields from the Jotform submission to the Copper lead fields. In Pabbly Connect, you will see options to input the lead’s name, email, phone number, and address. Use the data captured from the Jotform trigger to fill these fields accurately.

Once you have mapped all the necessary fields, click on ‘Save and Send Test Request’. If successful, you will receive a confirmation that a new lead has been created in your Copper account. This finalizes the integration, ensuring that every new Jotform submission results in a new lead being created in Copper automatically.

Conclusion

In this tutorial, we demonstrated how to create Copper leads from Jotform submissions using Pabbly Connect. By following the outlined steps, you can automate your lead generation process efficiently. This integration not only saves time but also ensures that no lead is missed, enhancing your overall workflow.