Integrate Jotform with Salesforce Using Pabbly Connect: A Step-by-Step Tutorial

Learn how to seamlessly integrate Jotform with Salesforce using Pabbly Connect to send leads automatically to your CRM. Follow this detailed tutorial for a smooth setup.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Jotform and Salesforce Integration

To begin with the Jotform Salesforce integration, you first need to access Pabbly Connect. This platform allows you to automate workflows between different applications like Jotform and Salesforce.

Once you’re on the Pabbly Connect website, sign up for a free account if you haven’t already. After logging in, you can start creating your integration workflow.

2. Creating a New Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, navigate to your dashboard and click on the ‘Create Workflow’ button. This will initiate the process of connecting Jotform to Salesforce.

• Click on ‘Create Workflow’
• Name your workflow for easy identification
• Select ‘Jotform’ as the trigger application

After setting your trigger application, you’ll need to specify the event that will trigger the workflow. Choose ‘New Submission’ from the list of events available for Jotform.

3. Connecting Jotform to Pabbly Connect

Once you’ve selected the trigger event, Pabbly Connect will prompt you to connect your Jotform account. You will need to provide API keys or authentication credentials to establish this connection.

Follow these steps to link your Jotform account:

• Log in to your Jotform account
• Copy the API key from your Jotform settings
• Paste the API key into the Pabbly Connect interface

After connecting, you can test the integration by submitting a sample form in Jotform. This will ensure that the data is flowing correctly to Pabbly Connect.

4. Setting Up Salesforce as the Action Application

Now that Jotform is connected, the next step is to set Salesforce as the action application in Pabbly Connect. This means that the data collected from Jotform submissions will be sent to Salesforce.

To configure Salesforce, select it from the list of action applications and choose the event ‘Create Record’. You will then need to authenticate your Salesforce account by providing the necessary credentials.

Once authenticated, you can map the fields from Jotform to Salesforce. For instance, you can link the name, email, and other relevant data from the Jotform submission to the corresponding fields in Salesforce. This ensures that all necessary information is accurately transferred.

5. Testing the Integration and Finalizing the Workflow

After setting everything up in Pabbly Connect, it’s crucial to test the integration to ensure it works as expected. You can do this by submitting another test form in Jotform.

Check your Salesforce account to confirm that the data has been successfully received. If everything looks good, you can finalize your workflow by clicking on the ‘Save’ button in Pabbly Connect.

Once saved, your integration is now live. All future submissions from Jotform will automatically be sent to Salesforce without any manual intervention.

Conclusion

This tutorial has detailed how to integrate Jotform with Salesforce using Pabbly Connect. By following these steps, you can automate the process of sending leads to your CRM efficiently and effectively.