Automate Flowlu Contact Creation from Jotform Submission Using Pabbly Connect

Learn how to automate the creation of Flowlu contacts from Jotform submissions using Pabbly Connect in this step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Jotform Integration

To automate the creation of Flowlu contacts from Jotform submissions, you first need to access Pabbly Connect. Navigate to the Pabbly Connect homepage by typing ‘Pabbly.com/connect’ in your browser. Once there, you will see options to sign in or sign up for free.

If you are a new user, click on the ‘Sign Up for Free’ button to create your account. This will allow you to explore the features of Pabbly Connect with 100 free tasks every month. Existing users can simply sign in to access their dashboards.

2. Creating a Workflow in Pabbly Connect

Once logged in to Pabbly Connect, you will be directed to the dashboard where you can manage your workflows. Click on the ‘Create Workflow’ button to start a new automation. You will be prompted to name your workflow; enter ‘Create Flowlu Contact on Jotform Submission’ and select the appropriate folder for organization.

• Name your workflow: Create Flowlu Contact on Jotform Submission
• Select a folder for organization

After setting up the workflow, you will see a blank canvas where you can add triggers and actions. In this case, the trigger will be Jotform, and the action will be Flowlu. Understanding how these components work together is crucial for automating the process.

3. Setting Up Jotform as the Trigger

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

To establish the connection, Pabbly Connect will provide a webhook URL. Copy this URL as it will be used to link Jotform to Pabbly Connect. Next, go to your Jotform account and access the form you want to connect. In the form settings, navigate to the Integrations section and search for Webhooks.

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

Paste the webhook URL into the Webhooks settings on Jotform and complete the integration. This allows Jotform to send data to Pabbly Connect whenever a form is submitted, enabling the automation to function smoothly.

4. Configuring Flowlu as the Action

Now that Jotform is set up as the trigger, it’s time to configure Flowlu as the action in Pabbly Connect. Select Flowlu as your action application and choose the event ‘Create Contact’. This action will create a new contact in Flowlu whenever a new response is captured from Jotform.

To connect Flowlu with Pabbly Connect, you will need to provide your account URL and API key. The account URL can be found in your Flowlu account settings, while the API key can be generated in the API settings section of your Flowlu profile. Ensure that you follow the instructions carefully to set this up correctly.

Select Flowlu as the action application Choose ‘Create Contact’ as the action event Provide the Flowlu account URL and API key

After entering the required credentials, map the fields from the Jotform response to the Flowlu contact fields. This mapping is essential for ensuring that the correct information is transferred from Jotform to Flowlu.

5. Testing the Integration with Jotform Submission

Once everything is set up, it’s crucial to test your integration to ensure it works as expected. Go back to Jotform and submit a test response using your inquiry form. This will trigger the workflow in Pabbly Connect and create a new contact in Flowlu.

After submitting the form, return to your Flowlu account and check the contacts section. You should see the new contact created with the details you submitted in the form. This confirms that the integration is functioning correctly and that Pabbly Connect successfully facilitated the process.

With this automation in place, every time a new inquiry is submitted through Jotform, a corresponding contact will be created in Flowlu, streamlining your lead management process.

Conclusion

In conclusion, using Pabbly Connect to automate the creation of Flowlu contacts from Jotform submissions can greatly enhance your workflow efficiency. This tutorial provided a step-by-step guide on how to set up this integration, ensuring that no potential lead is missed. By following these instructions, you can streamline your lead management process effectively.