Integrate Jotform Leads with Mattermost Using Pabbly Connect

Learn how to automate sending Jotform leads to Mattermost using Pabbly Connect. This step-by-step guide covers everything you need to know. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Jotform and Mattermost Integration

To start integrating Jotform leads with Mattermost, first access Pabbly Connect. Open your web browser and type in ‘Pabbly.com/connect’. You will be redirected to the Pabbly Connect homepage.

If you already have an account, simply sign in. If not, signing up is free and takes just a couple of minutes. You will also receive 100 free tasks each month to practice the workflows you learn.

2. Create a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, you will see your dashboard. Click on ‘Create New Workflow’ to begin. Name your workflow something descriptive, such as ‘Jotform to Mattermost’. Then click on ‘Create’.

The interface will present you with two sections: the Trigger and Action windows. In the Trigger window, select Jotform and choose the event ‘New Response’. This sets up the workflow to trigger whenever a new form submission occurs.

3. Set Up Jotform to Capture Leads

Next, you need to connect your Jotform account to Pabbly Connect. You will see a webhook URL generated for you. Copy this URL as it will link your Jotform submissions to Pabbly Connect.

Go to your Jotform account, open the form you want to connect, and navigate to the Settings tab. Under Integrations, search for Webhooks and paste the copied URL into the designated field. Save the integration, and your Jotform is now connected to Pabbly Connect.

4. Connect Mattermost for Lead Notifications

After setting up Jotform, the next step is to connect your Mattermost account through Pabbly Connect. In the Action window, choose Mattermost and select ‘Create a Post’. You will need to enter your Mattermost URL and a personal access token.

• Go to Mattermost and enable personal access tokens in the system console.
• Create a new token for your integration and copy it.
• Paste the token and URL into Pabbly Connect to establish the connection.

Once connected, you can select the channel where you want to send notifications. Customize your message using mapping to include lead details from Jotform submissions.

5. Test the Integration to Ensure Functionality

With the integration set up, it’s time to test it. Submit a new entry in your Jotform and check if the details appear in your selected Mattermost channel. Use a sample lead like ‘Arpit Sharma’ with their email and phone number.

After submitting, return to your Mattermost channel to see if the notification was posted successfully. If everything is set up correctly, you should see a message indicating the new lead details. This confirms that your Jotform leads are now automatically sent to Mattermost via Pabbly Connect.

Conclusion

By following these steps, you can easily integrate Jotform with Mattermost using Pabbly Connect. This automation allows you to receive lead notifications instantly, enhancing your team’s responsiveness and efficiency.