Integrate Jotform Responses with HelloLeads Using Pabbly Connect

Learn how to automate adding Jotform responses to HelloLeads using Pabbly Connect in this detailed tutorial. Step-by-step guidance included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Jotform and HelloLeads Integration

To begin integrating Jotform responses with HelloLeads, you first need to access Pabbly Connect. This platform will facilitate the automation process. Start by signing up for a free account on the Pabbly Connect dashboard.

Once registered, log in to your dashboard and click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Jotform to HelloLeads’. This is the initial step in setting up the automation.

2. Setting Up the Jotform Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow using Pabbly Connect. Select Jotform as the application in the trigger window. Choose the trigger event as ‘New Response’. This will capture new form submissions from Jotform.

• Search for Jotform in the app list.
• Select ‘New Response’ from the trigger event dropdown.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, go to your Jotform account and navigate to the form you created. In the settings, find the Integrations tab and search for Webhooks. Paste the copied URL into the webhook field and complete the integration. This connects your Jotform to Pabbly Connect.

3. Testing the Jotform Integration with Pabbly Connect

Now that you have set up the trigger, it’s time to test the Jotform integration. Go back to your form and submit a test response. This will allow you to see if the data is captured correctly in Pabbly Connect.

Once you submit the form, return to the Pabbly Connect dashboard to check if the response data has been received. You should see the details such as name, email, and other information populated in the Pabbly Connect workflow.

4. Configuring HelloLeads Action in Pabbly Connect

In this section, you will set up the action to add the Jotform responses as new leads in HelloLeads using Pabbly Connect. In the action window, search for HelloLeads and select it as the application.

• Select ‘Create Lead’ as the action event.
• Connect your HelloLeads account by entering your email and API key.
• Choose the list where you want to add the new leads.

After connecting, you will need to map the fields from Jotform responses to HelloLeads. For instance, map the first name, last name, email, and other relevant fields. Once all fields are mapped, click on ‘Save and Test’ to ensure that the integration works correctly.

5. Final Verification of the Integration

After testing the action in Pabbly Connect, verify that the data is correctly added to HelloLeads. Go to your HelloLeads account and refresh the leads list. You should see the new lead created from the Jotform submission.

To ensure the automation is working seamlessly, submit another response through your Jotform. Each time a new response is received, Pabbly Connect will automatically add it as a lead in HelloLeads, streamlining your workflow effectively.

Conclusion

In this tutorial, we demonstrated how to integrate Jotform responses with HelloLeads using Pabbly Connect. This automation helps streamline your lead management process, ensuring that every form submission is captured and added as a new lead in HelloLeads efficiently.