How to Setup Webhook Inside Jotform with Pabbly Connect

Learn how to set up a webhook inside Jotform using Pabbly Connect to automate data transfer to Microsoft Excel. 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 Jotform Integration

To set up a webhook inside Jotform, you first need to access Pabbly Connect. This platform acts as the bridge connecting Jotform with Microsoft Excel. Start by signing into your existing Pabbly Connect account or create a new account if you are a first-time user.

Once logged in, navigate to the dashboard. Click on the ‘Create Workflow’ button located in the top right corner. You will be prompted to name your workflow. For this tutorial, we will name it ‘Setup Webhook Inside Jotform’ and save it in a folder called ‘Webhook Setup’.

2. Setting Up Trigger and Action in Pabbly Connect

The next step involves defining the trigger and action in Pabbly Connect. The trigger is what initiates the workflow, and in this case, we will select Jotform as our trigger application. Choose the trigger event as ‘New Response’ to capture new form submissions.

• Select Jotform as the trigger application.
• Choose ‘New Response’ as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.

After copying the webhook URL, you will connect it with Jotform. This URL will allow Jotform to send data to Pabbly Connect whenever a new response is submitted. This setup is crucial for the automation process.

3. Configuring Jotform with the Webhook URL

Now that we have our webhook URL, it’s time to configure Jotform. Log into your Jotform account and select the form you want to integrate, such as the ‘Employee Survey Form’. Navigate to the settings of the form and click on ‘Integrations’.

In the integrations section, search for ‘Webhooks’ and select it. Paste the copied webhook URL from Pabbly Connect into the field provided. Then, click on ‘Complete Integration’ to finalize the setup. This action connects Jotform with Pabbly Connect, enabling data transfer.

4. Testing the Integration with Pabbly Connect

With the integration set up, it’s time to test it. Go back to Pabbly Connect and check if it is waiting for a webhook response. Now, submit a test response through your Jotform. Fill in the fields such as name, email, and department.

• Input a test name and email.
• Select a department, for example, Finance.
• Submit the form.

Once the form is submitted, return to Pabbly Connect. You should see the response captured successfully, indicating that the integration works as intended. This step verifies that the data from Jotform is being sent to Pabbly Connect correctly.

5. Adding Data to Microsoft Excel via Pabbly Connect

After confirming the integration works, it’s time to add the data to Microsoft Excel. In Pabbly Connect, set the action application to Microsoft Excel and select the action event as ‘Add Row to Worksheet’. This step is where the captured data will be inserted into your Excel sheet. using Pabbly Connect

To establish a connection, click on ‘Connect’ and authorize Pabbly Connect to access your Microsoft Excel account. Once connected, select the appropriate workbook and sheet where you want the data to be added. Finally, map the fields from Jotform to the corresponding columns in Excel.

Conclusion

Setting up a webhook inside Jotform using Pabbly Connect is a straightforward process that enables seamless data transfer to Microsoft Excel. This tutorial guides you through accessing Pabbly Connect, configuring Jotform, and testing the integration to automate your workflows effectively.