How to Use Pabbly Connect for Jotform Integration: A Step-by-Step Guide

Learn how to automate your email marketing by integrating Jotform with Pabbly Connect. Follow this detailed tutorial for seamless setup. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Jotform with Pabbly Connect, you first need to access the Pabbly Connect dashboard. Begin by visiting the official Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and receive 100 free tasks every month.

Once logged in, you will see the Pabbly apps window. Click on Pabbly Connect to access the integration platform. This will take you to the Pabbly Connect dashboard where you can create workflows for your automation tasks.

2. Creating a Workflow in Pabbly Connect

Creating a workflow is essential for automating tasks between Jotform and your email marketing service. On the Pabbly Connect dashboard, click on the Create Workflow button located at the top right corner. A dialog box will appear prompting you to name your workflow.

• Name your workflow something descriptive, like ‘Create P Email Marketing Subscriber on Jotform Submission’.
• Select a folder where you want to save this workflow.
• Click the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see two sections: Trigger and Action. The Trigger is an event that starts the workflow, while the Action is what happens in response to that trigger. In this case, the trigger is a new form submission from Jotform.

3. Setting Up Jotform as the Trigger in Pabbly Connect

To set up Jotform as the trigger application, select Pabbly Connect as your trigger app. From the trigger event options, choose New Response. This means that every time there is a new submission in Jotform, the workflow will be activated.

Pabbly Connect will provide you with a unique Webhook URL. Copy this URL, as it acts as a bridge between Jotform and Pabbly Connect. Next, go to your Jotform account, open the form you want to connect, and navigate to the settings.

• Click on the Integrations tab on the left sidebar.
• Search for Webhooks and select it.
• Paste the copied Webhook URL into the designated field and complete the integration.

Once you have set up the Webhook, return to Pabbly Connect. The workflow will now be waiting for a response from Jotform, confirming that the integration is successful.

4. Testing the Integration Between Jotform and Pabbly Connect

To ensure that the integration works, perform a test submission on your Jotform. Click on the Publish button in Jotform and open the form in a new tab. Fill in the test details, including name, email, and address, then submit the form.

After submitting the form, return to your Pabbly Connect workflow. You should see that Pabbly Connect has captured the response from the test submission. This indicates that the connection between Jotform and Pabbly Connect is functioning correctly.

Verify that the data captured includes all necessary fields such as name, email, and address. If the data appears correctly, you can proceed to set up the action step.

This test confirms that every new submission will automatically trigger actions in Pabbly Connect, allowing for seamless integration with your email marketing service.

5. Adding Subscriber in Pabbly Email Marketing

The final step is to add the captured data as a subscriber in your Pabbly Email Marketing account. In the action step of your workflow, select Pabbly Connect as the action application and choose Add Subscriber as the action event.

To connect Pabbly Email Marketing with Pabbly Connect, you will need an API token. Click on the developer API link provided in Pabbly Email Marketing to retrieve your token. Copy this token and paste it into the required field in Pabbly Connect.

Select the list where you want to add the new subscriber. Map the subscriber’s email and name from the previous response captured by Pabbly Connect. Click on the Save and Send Test Request button to finalize the action.

After completing these steps, check your Pabbly Email Marketing account to confirm that the new subscriber has been added successfully. This integration allows you to automate your email marketing efforts efficiently.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Jotform with Pabbly Email Marketing. By following the detailed steps, you can automate subscriber addition seamlessly, enhancing your email marketing efficiency. This integration simplifies customer data management significantly.