Integrate Jotform Leads with Pabbly Email Marketing Using Pabbly Connect

Learn how to seamlessly send Jotform leads to Pabbly Connect using Pabbly Connect with this step-by-step tutorial. 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. Accessing Pabbly Connect for Jotform Integration

To start sending Jotform leads to Pabbly Email Marketing, first, you need to access Pabbly Connect. Open your browser and type in ‘Pabbly.com’ to reach the Pabbly homepage. From there, navigate to the products section and select Pabbly Connect.

If you are a new user, click on the ‘Sign Up for Free’ button to create an account. After signing up, you will receive 100 free tasks every month. If you already have an account, simply click on ‘Sign In’ to access your dashboard.

2. Creating a New Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, you will see the dashboard. Click on the plus sign to create a new workflow. Name your workflow something descriptive, like ‘Jotform to Pabbly Email Marketing Integration,’ and click on ‘Create’ to proceed.

In the workflow setup, you will find a trigger window and an action window. The trigger is the event that starts the workflow. For this integration, select Jotform as the application in the trigger window and choose the event ‘New Response’ to capture leads from your form submissions.

3. Setting Up Jotform for Integration

After selecting Jotform in Pabbly Connect, you will receive a webhook URL. Copy this URL as you will need to paste it into your Jotform settings. Go to your Jotform account, open the form you want to connect, and navigate to the ‘Settings’ tab.

In the settings, click on ‘Integrations’ and search for ‘Webhooks.’ Paste the copied webhook URL into the designated field and complete the integration. This step allows Pabbly Connect to capture data from your Jotform submissions.

• Open your form in Jotform.
• Navigate to the ‘Settings’ tab.
• Select ‘Integrations’ and find ‘Webhooks.’
• Paste the webhook URL and complete the integration.

With the integration set, you can now test it by submitting a form entry. This will allow Pabbly Connect to receive the data and proceed with the next steps of adding the subscriber.

4. Adding Subscribers to Pabbly Email Marketing

Now that you have set up Jotform, return to Pabbly Connect to configure the action step. In the action window, select Pabbly Email Marketing as the application and choose the action event ‘Add Subscriber.’ This will enable you to add new leads to your email marketing list automatically.

To connect your Pabbly Email Marketing account, click on ‘Connect’ and enter your bearer token. You can find this token in your Pabbly Email Marketing account under the integrations section. After entering the token, select the subscriber list where you want to add the new leads.

• Select ‘Add Subscriber’ in Pabbly Email Marketing.
• Enter your bearer token to connect.
• Choose the subscriber list for new leads.

Once the connection is established, map the fields from your Jotform submission to the corresponding fields in Pabbly Email Marketing. This ensures that the subscriber information is accurately captured in your email marketing list.

5. Testing the Integration

To confirm that your integration is working, submit a test entry in your Jotform. Fill in the required fields such as first name, last name, email address, and phone number, then click on submit. This action will trigger the workflow in Pabbly Connect.

After submission, check your Pabbly Email Marketing account to see if the new subscriber has been added to your selected list. Refresh the subscriber list to verify that the integration is functioning as expected. You should see the new lead listed there.

In summary, by using Pabbly Connect, you have successfully automated the process of sending Jotform leads to Pabbly Email Marketing. This integration allows for efficient management of your email subscribers and helps streamline your marketing efforts.

Conclusion

In this tutorial, we explored how to seamlessly send Jotform leads to Pabbly Email Marketing using Pabbly Connect. By following the steps outlined, you can automate your lead management and enhance your email marketing campaigns effectively.