Automate Jotform Leads to Stackby with Pabbly Connect

Learn how to automatically send Jotform leads to Stackby using Pabbly Connect in this detailed tutorial. Follow the steps for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Jotform and Stackby Integration

Pabbly Connect is a powerful automation tool that allows you to integrate various applications seamlessly. In this tutorial, we will explore how to use Pabbly Connect to automatically send leads from Jotform to Stackby. This integration helps streamline your workflow by capturing form submissions directly into your Stackby tables.

To start, you will need to have accounts for both Jotform and Stackby. Once you have these set up, you can easily connect them through Pabbly Connect. This process requires no coding knowledge, making it accessible for everyone.

2. Setting Up Pabbly Connect for Jotform and Stackby

To initiate the integration, first navigate to the Pabbly Connect website. If you’re a new user, click on the ‘Sign Up for Free’ option to create your account. Existing users can simply sign in. Once logged in, access the Pabbly Connect dashboard.

Next, create a new workflow by clicking the plus sign and selecting ‘Create Workflow.’ Name your workflow something descriptive, like ‘Jotform to Stackby Integration.’ After naming it, click on ‘Create’ to proceed. The dashboard will show a trigger and action window, where you will set up the integration.

• Navigate to the Pabbly Connect website.
• Sign up or log in to your account.
• Create a new workflow for Jotform and Stackby integration.

This sets the stage for capturing Jotform lead data and sending it to Stackby automatically.

3. Configuring Jotform Integration in Pabbly Connect

In the trigger window, select Jotform as your application. For the trigger event, choose ‘New Response’ to capture each form submission. Pabbly Connect will provide you with a webhook URL that you need to add to your Jotform settings.

To do this, open your Jotform account, select the form you want to use, and navigate to the ‘Settings’ tab. From there, go to ‘Integrations,’ search for ‘Webhooks,’ and paste the provided webhook URL. After completing the integration setup in Jotform, return to Pabbly Connect to test the connection.

• Select Jotform in Pabbly Connect as your trigger application.
• Choose ‘New Response’ as the trigger event.
• Copy the webhook URL from Pabbly Connect to Jotform settings.

After saving the changes, you can perform a test submission to ensure that Pabbly Connect captures the data correctly.

4. Sending Jotform Data to Stackby via Pabbly Connect

Once you have tested the Jotform integration, it’s time to configure the action in Pabbly Connect. In the action window, select Stackby as the application and choose ‘Create Row’ as the action event. This will allow you to send the captured data from Jotform to your Stackby table.

Next, you will need to connect your Stackby account by providing your API key. To find your API key, log in to your Stackby account, go to your profile, and navigate to the account settings. Copy the API key and paste it into Pabbly Connect to establish the connection.

Select Stackby in Pabbly Connect as the action application. Choose ‘Create Row’ as the action event. Paste your Stackby API key to connect.

After connecting, select your workspace and the specific stack where you want the data to be sent. Map the fields from Jotform to the corresponding columns in Stackby, ensuring that all necessary information is accurately transferred.

5. Testing the Jotform to Stackby Integration

With everything set up, it’s time to test the integration. Fill out the Jotform with a test submission, providing details such as first name, last name, email, and WhatsApp number. After submission, return to Pabbly Connect to check if the data has been successfully captured.

If the integration is working correctly, you should see the test submission reflected in your Stackby table. Refresh the table to view the newly created row with the submitted details. This confirms that the integration is functioning as intended, automatically sending Jotform leads to Stackby.

Submit a test response through Jotform. Check Pabbly Connect for captured data. Verify that the data appears in your Stackby table.

Once confirmed, save your workflow in Pabbly Connect to finalize the integration setup.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of sending Jotform leads to Stackby. By following these steps, you can easily integrate these applications without any coding skills. This automation not only saves time but also ensures that your data is organized and accessible in Stackby.

Utilizing Pabbly Connect for this integration allows you to streamline your lead management process effectively. Start leveraging the power of automation today to enhance your productivity and efficiency.