Create CRM Contacts Automatically from Jotform Entries

Learn how to automate the creation of CRM contacts from Jotform entries using Pabbly Connect. Follow our step-by-step tutorial to streamline your workflow. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Jotform and HubSpot Integration

To automate the creation of CRM contacts from Jotform entries, you need to access Pabbly Connect. Start by opening a new tab and entering the URL Pabbly.com/connect. This will take you to the Pabbly homepage where you can either sign in or sign up for free.

If you are a new user, click on ‘Sign Up Free’ to create your account. Existing users can simply sign in. Once you log in, navigate to the Pabbly Connect app from your dashboard to start creating your automation.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, you will see options to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to choose between creating from scratch or using AI. For this integration, select ‘Create from Scratch’ to build your workflow manually.

• Choose the workflow builder – select the beta version for a modern experience.
• Name your workflow, e.g., ‘Add Jotform Leads to HubSpot CRM.’
• Select a folder for better organization, such as ‘Automation.’

Click the ‘Create’ button to proceed to the workflow page where you can set up your trigger and action.

3. Setting Up the Trigger for Jotform Entries

In the workflow page, the first step is to set up the trigger app. For this integration, select Pabbly Connect as your trigger app and choose ‘Jotform’ as the application that will initiate the workflow.

Click on the ‘Add Trigger’ button and select ‘New Response’ as the event. You will receive a webhook URL that acts as a bridge between Pabbly Connect and Jotform. Copy this URL and move to your Jotform account to configure the webhook.

4. Configuring Jotform to Use the Webhook URL

In your Jotform dashboard, navigate to the form you want to use for this integration. Click on ‘Edit Form’ and then go to the ‘Settings’ tab. From there, select ‘Integrations’ and search for the ‘Webhook’ option.

• Paste the copied webhook URL into the provided field.
• Complete the integration setup by clicking ‘Complete Integration.’

This will enable Jotform to send new entries to Pabbly Connect automatically. You can then return to Pabbly Connect to test the webhook response.

5. Adding HubSpot as the Action App in Pabbly Connect

Now that your Jotform webhook is set up, it’s time to add HubSpot as the action app. In Pabbly Connect, click on the action step and search for ‘HubSpot CRM.’ Select it and choose ‘Create a Contact’ as the event.

Click on the ‘Connect’ button to establish a connection. If you have an existing connection, you can select it; otherwise, click on ‘Add New Connection’ and authenticate your HubSpot account. Once connected, you will need to map the fields from your Jotform response to HubSpot fields.

Map the fields such as first name, last name, email, and phone number from the Jotform entry to the corresponding fields in HubSpot. After mapping, click on ‘Save and Send Test Request’ to ensure the integration works correctly. Once you receive a positive response, check your HubSpot CRM to confirm that the contact has been created successfully.

Conclusion

By following this tutorial, you can automate the process of creating CRM contacts from Jotform entries using Pabbly Connect. This integration not only saves time but also streamlines your workflow, allowing you to focus on more important tasks. Start using Pabbly Connect today to enhance your business automation.