Learn how to create a VBOUT contact from Jotform submission using Pabbly Connect. Step-by-step guide to automate your workflow effectively. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Automation
To create a VBOUT contact from Jotform submission, first, access Pabbly Connect. This platform allows you to automate workflows seamlessly. You can sign up for a free account or log in if you are an existing user.
Once you log in, you will see the dashboard where you can create workflows. Click on the ‘Create Workflow’ button to begin. This is the first step towards automating the integration between Jotform and VBOUT using Pabbly Connect.
2. Creating a Workflow in Pabbly Connect
In this section, you will create a new workflow in Pabbly Connect. Name your workflow something relevant, such as ‘Create VBOUT Contact from Jotform Submission’. Select the appropriate folder to save your workflow.
- Click on the ‘Create’ button to finalize the workflow name.
- You will now see the trigger and action setup options.
This setup is essential as it defines the automation process. The trigger will be a new Jotform submission, while the action will be to add a contact in VBOUT. Make sure to select the correct applications to ensure a smooth integration.
3. Setting Up Trigger for Jotform Submission
Now, set the trigger application to Jotform in Pabbly Connect. Choose the trigger event as ‘New Response’. This will allow you to capture new submissions made through your Jotform.
Upon setting the trigger, Pabbly Connect will provide a webhook URL. This URL needs to be added to your Jotform settings to connect both applications. Follow these steps:
- Log into your Jotform account and select the form you want to integrate.
- Go to Settings > Integrations and select Webhooks.
- Paste the provided webhook URL and complete the integration.
After completing these steps, your Jotform will send data to Pabbly Connect whenever a new submission is made, allowing you to automate the process effectively.
4. Setting Up the Action Step to Create VBOUT Contact
Next, set the action application to VBOUT in Pabbly Connect. Choose the action event as ‘Add Contact to List’. This step is crucial as it defines what happens when a new Jotform submission is received.
To connect your VBOUT account, click on ‘Connect’ and enter your API key from your VBOUT account settings. This key allows Pabbly Connect to access your VBOUT account securely. Follow these steps:
Navigate to your VBOUT account settings and find the API Integrations section. Copy the API key and paste it into Pabbly Connect.
After entering the API key, select the list where the new contact should be added. This ensures that all new submissions are organized correctly within your VBOUT account, making it easy to manage your contacts.
5. Testing the Integration Workflow
Once the action step is configured, it’s time to test the integration. Submit a test response through your Jotform to see if the data is captured correctly in VBOUT via Pabbly Connect. Enter dummy data to simulate a real submission.
After submitting the form, check your VBOUT account to confirm that the new contact has been created successfully. You should see the details reflecting the test submission. If everything is set up correctly, you will see:
First name and last name as entered in the Jotform submission. Email address and phone number added to the VBOUT contact list.
This confirms that your automation is functioning as expected. You can now repeat the process with different data to ensure consistency in your workflow.
Conclusion
In this tutorial, we explored how to create a VBOUT contact from Jotform submission using Pabbly Connect. By following the steps outlined, you can automate your workflow efficiently. This integration saves time and enhances productivity by ensuring that every new submission is captured accurately in your VBOUT account.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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