Automate Jotform Leads to Encharge CRM with Pabbly Connect

Learn how to automatically send Jotform leads to Encharge CRM using Pabbly Connect with this detailed step-by-step tutorial. 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. Introduction to Pabbly Connect for Jotform and Encharge Integration

Pabbly Connect is an automation platform that facilitates the integration of various applications, including Jotform and Encharge CRM. In this tutorial, we will explore how to set up an automatic workflow using Pabbly Connect to send Jotform leads directly to Encharge CRM.

By utilizing Pabbly Connect, you can seamlessly capture lead data from Jotform and have it automatically added to your Encharge CRM account. This eliminates the need for manual data entry and ensures that your leads are promptly available for follow-ups and marketing efforts.

2. Setting Up Pabbly Connect for Jotform Integration

To begin, access the Pabbly Connect website by typing Pabbly.com in your browser. Once there, navigate to the ‘Products’ section and select Pabbly Connect. If you are a first-time user, click on ‘Sign Up for Free’ to create an account, or simply sign in if you already have one.

After signing in, you will see the dashboard of Pabbly Connect. Click on the plus sign to create a new workflow. Name your workflow something relevant like ‘Jotform to Encharge Integration’ and click on ‘Create’ to proceed.

3. Trigger Setup: Capturing Jotform Leads

In the workflow, you will see a trigger window and an action window. The trigger is the event that starts the workflow. Select Jotform as your application in the trigger window and choose the event ‘New Response’. This event will capture new submissions from your Jotform.

Next, you will need to copy the webhook URL provided by Pabbly Connect. Go to your Jotform account, edit the form you wish to integrate, and navigate to the ‘Settings’ tab. Under ‘Integrations’, search for ‘Webhooks’ and paste the copied URL into the designated field. Click on ‘Complete Integration’ to finalize the setup.

• Access Jotform and edit your form.
• Navigate to Settings > Integrations.
• Select Webhooks and paste the webhook URL from Pabbly Connect.
• Click on Complete Integration.

Once the integration is complete, return to Pabbly Connect where it will be waiting for a webhook response. This indicates that your setup is ready to capture lead data from Jotform.

4. Testing the Integration with Sample Data

To test the integration, you need to submit a sample response through the Jotform. Open the form link and fill in the required fields with sample data. After submitting, return to Pabbly Connect to see if the response has been captured correctly.

Once the data is received, it will display all the relevant information such as first name, last name, email address, and phone number. This confirms that Pabbly Connect has successfully captured the lead data from Jotform.

• Fill out the Jotform with sample lead data.
• Return to Pabbly Connect and verify response capture.
• Confirm all fields are populated correctly.

With the test data successfully captured, you are ready to move on to the action setup for adding this information to Encharge CRM.

5. Adding Captured Leads to Encharge CRM

Now that you have the lead data captured, it’s time to set up the action that will send this information to Encharge. In the action window, search for Encharge and select it as the application. Choose the action event ‘Add or Update Person’ to proceed.

Click on ‘Connect’ and allow Pabbly Connect to access your Encharge account. Make sure you are logged into your Encharge account for a seamless connection. After connecting, you will need to map the fields from the Jotform submission to the corresponding fields in Encharge.

Map the email address, first name, last name, and phone number from the Jotform response to the Encharge fields. Once all fields are mapped, click on ‘Save and Send Test Request’. If successful, you will see a confirmation that a new contact has been created in your Encharge CRM.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of sending Jotform leads to Encharge CRM. By following these steps, you can ensure that all new leads captured through Jotform are automatically added to your CRM, streamlining your workflow and enhancing your lead management process.

Pabbly Connect provides a user-friendly interface that allows for seamless integrations without the need for coding, making it accessible for everyone. Start automating your processes today with Pabbly Connect and enhance your business efficiency.