How to Update HubSpot Contacts with New Jotform Submissions Using Pabbly Connect

Learn how to automate updating HubSpot contacts with new Jotform submissions using Pabbly Connect. Step-by-step guide to streamline your workflow. 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. Access Pabbly Connect for Integration

To update HubSpot contacts with new Jotform submissions, you will first need to access Pabbly Connect. Start by visiting the Pabbly website where you can log in or sign up for a new account. Once logged in, you will see various automation tools available through Pabbly Connect.

After accessing Pabbly Connect, locate the ‘Create Workflow’ button on the dashboard. Click on it and give your workflow a name, such as ‘Update HubSpot Contact from Jotform Submission’. This will set the foundation for the automation process.

2. Set Up Jotform as the Trigger Application

In the workflow, you need to set Jotform as the trigger application. This means that whenever a new form is submitted in Jotform, it will initiate the workflow in Pabbly Connect. Select Jotform from the list of applications and choose the trigger event, which is ‘New Response’.

• Select the form you want to connect.
• Copy the webhook URL provided by Pabbly Connect.
• Paste the URL into the Jotform integrations settings.

Once the integration is complete, any submission made in the selected Jotform will trigger the workflow in Pabbly Connect. You can test this by submitting a form to see if the data is captured in your Pabbly workflow.

3. Search for the HubSpot Contact

After setting up Jotform, the next step in Pabbly Connect is to search for the corresponding contact in HubSpot. This involves selecting HubSpot as the action application and choosing the ‘Search for a Contact’ event. This will ensure that the automation only proceeds if the contact exists in HubSpot.

You will need to connect your HubSpot account by selecting it from the connection options. Then, set the matching property to email, as it is unique and will help identify the correct contact. Fill in the email field with the value received from the Jotform submission.

4. Update the HubSpot Contact Information

The final step is to update the HubSpot contact with the new information received from the Jotform submission. In Pabbly Connect, select the ‘Update a Contact’ action. Here, you will use the contact ID obtained from the previous search step to specify which contact to update.

• Map the first name and last name from the Jotform response.
• Update the phone number with the new value from the submission.
• Do not change the email field to avoid creating duplicates.

After mapping the necessary fields, save the changes and test the workflow. Once the test is successful, you can check your HubSpot account to confirm that the contact information has been updated correctly.

Conclusion

Using Pabbly Connect, you can seamlessly update HubSpot contacts with new Jotform submissions. This automation not only saves time but also ensures that your CRM data remains accurate and up-to-date. By following the steps outlined, you can create a powerful integration that enhances your workflow efficiency.