Learn how to create a Kommo contact on Jotform submission using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Jotform and Kommo Integration
To create a Kommo contact on Jotform submission, you will first need to access Pabbly Connect. Begin by opening a new tab in your browser and navigating to Pabbly.com/connect. If you don’t have an account, you can sign up for free, which only takes about two minutes.
Once you sign in, you will be directed to the Pabbly Connect dashboard. This dashboard will allow you to create workflows that integrate various applications, including Jotform and Kommo. Click on the ‘Access Now’ button under Pabbly Connect to start setting up your workflow.
2. Creating a New Workflow in Pabbly Connect
After accessing Pabbly Connect, you will see options to create a new workflow. Click on the ‘Create Workflow’ button. A new window will pop up where you can name your workflow. Name it something relevant like ‘Create Kommo Contact on Jotform Submission’.
- Select a folder to save your workflow.
- Click on ‘Create’ to proceed.
- You will see a screen with two boxes: Trigger and Action.
In this workflow, the trigger will be from Jotform and the action will be directed to Kommo. This setup will automate the process of creating a new contact every time a form is submitted.
3. Setting Up the Trigger for Jotform
In the Trigger box, select Jotform as your application. The next step is to choose the trigger event, which will be ‘New Response’. This event will activate every time a new form submission occurs.
After selecting the trigger event, you will need to connect Jotform with Pabbly Connect. This requires copying the provided webhook URL from Pabbly Connect and pasting it into your Jotform settings. To do this, navigate to your Jotform account, go to the settings of your lead form, and select the ‘Integrations’ option.
4. Configuring the Action to Create a Contact in Kommo
With the trigger set up, it’s time to configure the action. In the Action box of Pabbly Connect, select Kommo as your action application. The action event will be ‘Create Contact’. Click on ‘Connect’ to link Kommo with Pabbly Connect.
To establish this connection, you will need to provide your Kommo subdomain, which can be found in your Kommo account settings. Paste this subdomain into the required field in Pabbly Connect and click ‘Save’. You may also need to allow access to your Kommo account to finalize the connection.
- Map the first name, last name, email, and phone number fields from the Jotform response.
- Ensure all required fields are filled out for the contact creation.
- Click on ‘Save’ to finalize the action setup.
This setup allows for real-time updates, ensuring that every new submission creates a corresponding contact in Kommo.
5. Testing the Integration Between Jotform and Kommo
Now that your trigger and action are set up, it’s time to test the integration. Go back to your Jotform and submit a new form entry with lead details. For instance, you can enter a first name like ‘Michael’, a last name like ‘Caris’, and an email address.
After submitting the form, return to Pabbly Connect to check for the response. If everything is configured correctly, you should see the details of your form submission reflected in the Pabbly Connect dashboard. You can then verify that a new contact has been created in your Kommo account.
Repeat this process with different entries, such as using the name ‘Jane Elvis’ to ensure that the automation works seamlessly every time. This confirms that your integration is functioning as intended.
Conclusion
In this tutorial, we demonstrated how to create a Kommo contact on Jotform submission using Pabbly Connect. This integration automates the process, ensuring that every new lead from Jotform is captured as a contact in Kommo efficiently. By following the steps outlined, you can easily set up this powerful automation for your business.
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