Integrate Jotform Lead Data to Flowlu Automatically Using Pabbly Connect

Learn how to integrate Jotform with Flowlu automatically using Pabbly Connect. This detailed tutorial covers every step for seamless automation. 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. Access Pabbly Connect for Jotform and Flowlu Integration

To start integrating Jotform lead data with Flowlu automatically, the first step is to access Pabbly Connect. Log in to your Pabbly Connect account or create a new one if you haven’t already. This platform allows you to automate workflows without any coding skills.

Once logged in, navigate to the dashboard. Here, you can create a new workflow to connect Jotform with Flowlu. Click on the ‘Create Workflow’ button and name your workflow appropriately, such as ‘Add Leads from Jotform Submissions to Flowlu Automatically.’

2. Create a Workflow in Pabbly Connect

After naming your workflow, you will need to set up a trigger and an action. The trigger for this integration will be a new form submission from Jotform. This is essential for Pabbly Connect to know when to execute the automation. using Pabbly Connect

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

With the webhook URL copied, you will integrate it with your Jotform account. This setup allows Pabbly Connect to fetch lead data automatically whenever a form is submitted.

3. Configure Jotform to Send Data to Pabbly Connect

Next, go to your Jotform dashboard and select the form you want to use for lead collection. Click on the ‘More’ button and navigate to ‘Settings’. Here, you will find the ‘Integrations’ option.

Search for ‘Webhooks’ in the integrations tab and click on it. Paste the webhook URL you copied from Pabbly Connect into the designated field and click ‘Add New Webhook’. This action will link your Jotform with Pabbly Connect, allowing it to receive form submissions automatically.

4. Add Flowlu as an Action in Pabbly Connect

After connecting Jotform, the next step is to set up Flowlu as the action application in your Pabbly Connect workflow. Search for Flowlu in the action step of your workflow. using Pabbly Connect

• Select ‘Create CRM Account’ as the action event.
• Connect your Flowlu account by entering the API key and account URL.
• Map the necessary fields from Jotform to Flowlu, such as first name, last name, and email.

Upon mapping the fields, click on ‘Save and Send Test Request’. This action will create a new contact in Flowlu based on the lead data received from Jotform.

5. Test the Integration and Verify Data Transfer

To ensure that your integration works correctly, perform a test submission on your Jotform. Fill out the form with sample data and submit it. Pabbly Connect will capture this data through the webhook. using Pabbly Connect

Once the data is captured, check your Flowlu account to verify that the new contact has been created. This confirms that the integration is functioning as intended. You can now automate the process of adding leads from Jotform to Flowlu seamlessly.

Conclusion

Using Pabbly Connect, you can easily automate the process of adding Jotform lead data to Flowlu. This integration saves time and reduces manual data entry, allowing you to focus on more important tasks. Follow the steps outlined in this tutorial to set up your automation effortlessly.