How to Create Apollo.io Contact on Jotform Submission Using Pabbly Connect

Learn how to automate the creation of Apollo.io contacts from Jotform submissions using Pabbly Connect. Step-by-step tutorial with detailed instructions. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Jotform and Apollo.io Integration

In this section, we will explore how to set up Pabbly Connect to automate the creation of contacts in Apollo.io whenever a Jotform submission occurs. Start by visiting the Pabbly Connect website and logging in to your account. If you are a new user, you can sign up for free and receive 10,000 tasks per month.

Once logged in, navigate to your Pabbly Connect dashboard. Click on the ‘Create Workflow’ button. You will be prompted to enter a name for your workflow. Name it ‘Create Apollo.io Contact on Jotform Submission’ and select the folder where you want to save it. After that, click on ‘Create’ to proceed to the workflow setup.

2. Configuring Jotform as the Trigger Application in Pabbly Connect

Now that your workflow is created, it’s time to set up Jotform as the trigger application in Pabbly Connect. Select Jotform from the list of applications. You will need to choose the trigger event. For this automation, select ‘New Response Received’ as the trigger event.

• Choose ‘New Response Received’ as the trigger event.
• Copy the Webhook URL provided by Pabbly Connect.
• Log into your Jotform account and select the form you want to integrate.

After copying the Webhook URL, navigate to your Jotform account. Open the form in the form builder. Click on the ‘Settings’ tab, then go to ‘Integrations’. Search for Webhooks and paste the copied URL into the designated field. Click on ‘Complete Integration’ to finalize the setup.

3. Testing the Jotform Trigger in Pabbly Connect

With the Jotform integration set up, it’s time to test if the trigger works correctly via Pabbly Connect. Go back to your Pabbly Connect workflow, and you will see a message indicating that it is waiting for a Webhook response. To test this, go to your Jotform form and submit a test entry.

Fill in the required fields in the form and click on ‘Submit’. After submitting, return to your Pabbly Connect workflow. You should see that the Webhook response has been captured, displaying all the information you entered in the form.

4. Setting Up Apollo.io as the Action Application in Pabbly Connect

Now that the Jotform trigger is working correctly, it’s time to set up Apollo.io as the action application in Pabbly Connect. Search for Apollo.io in the action application section and select it. For the action event, choose ‘Create Contact’.

You will be prompted to connect your Apollo.io account. Click on ‘Add New Connection’. You will need to enter your API key, which can be obtained from your Apollo.io account. Navigate to the API keys section in Apollo.io, create a new key, and copy it back to Pabbly Connect.

• Enter the API key obtained from Apollo.io.
• Map the fields from the Jotform response to the corresponding fields in Apollo.io.
• Click on ‘Save and Send Test Request’ to test the integration.

Once you click on ‘Save and Send Test Request’, check your Apollo.io account to see if the new contact has been created successfully. You should see the same details you submitted in the Jotform form.

5. Conclusion: Automate Your Lead Management with Pabbly Connect

In conclusion, using Pabbly Connect to automate the creation of Apollo.io contacts from Jotform submissions streamlines your lead management process. This integration allows you to capture potential client details efficiently, ensuring timely follow-ups and organized sales pipelines.

By following the steps outlined in this tutorial, you can set up a seamless automation that saves time and effort, allowing you to focus on growing your business.