Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start integrating System.io with Pabbly Connect, first, access the platform. Open your browser and visit Pabbly Connect. If you are a new user, click on the ‘Sign Up for Free’ button to create an account. This allows you to explore Pabbly Connect with 100 free tasks every month.

Once logged in, navigate to the workflow builder of Pabbly Connect. This interface is crucial as it allows you to set up triggers and actions for your integration. Triggers initiate the process, while actions define the outcomes based on those triggers.

2. Setting Up the Trigger in Pabbly Connect

To create your automation, click on the ‘Add Trigger’ button within Pabbly Connect. For this integration, select JotForm as your trigger application since it collects course registration details. Choose the event as ‘New Response’ and click on ‘Connect’.

  • Select JotForm as your trigger application.
  • Choose ‘New Response’ as the event.
  • Click on ‘Connect’ to receive the webhook URL.

Copy the webhook URL provided by Pabbly Connect. This URL will be used in JotForm to send data whenever a new response is submitted. After copying, proceed to your JotForm account to set up the integration.

3. Integrating JotForm with Pabbly Connect

In JotForm, select the form you want to integrate with Pabbly Connect. Navigate to the form settings and find the integrations section. Search for “Webhook” and select it to add the webhook URL you copied earlier.

  • Go to the settings of your selected form.
  • Select the integrations and choose “Webhook”.
  • Paste the copied webhook URL and complete the integration.

Once the webhook is set up, complete the integration process and publish your form. This will enable JotForm to send data to Pabbly Connect when a new response is submitted.

4. Creating a Contact in System.io via Pabbly Connect

After setting up the trigger, go back to Pabbly Connect to add the action step. Search for System.io as your action application and select ‘Create Contact’ as the event. Click on ‘Connect’ to establish the connection.

If you are creating a new connection, you will need to provide your API key from System.io. Access your System.io account, go to settings, and generate a new API key. Copy this key and paste it into Pabbly Connect.

Once the connection is established, you can map the fields from JotForm to System.io. For example, map the first name, last name, email, and company name fields. This mapping allows Pabbly Connect to dynamically insert data into System.io whenever a new response is received from JotForm.

5. Testing the Integration

To ensure your integration works correctly, perform a test submission on your JotForm. Fill in the required fields and submit the form. After submission, return to Pabbly Connect and check if the data was captured successfully.

If the integration is set up correctly, you will see the new contact details appear in System.io. Refresh your System.io contacts list to verify that the new contact has been added. This confirms that the integration between JotForm and System.io via Pabbly Connect is functioning as intended.

With this setup, you can now automate the process of adding new contacts to System.io whenever a form is submitted through JotForm, showcasing the power of Pabbly Connect in streamlining your workflows.

Conclusion

This tutorial has guided you through the process of integrating System.io with Pabbly Connect. By following these steps, you can automate contact creation effortlessly, enhancing your productivity. Start using Pabbly Connect today to streamline your workflow!