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

Learn how to automate your Jotform submissions into Salesforce leads using Pabbly Connect. This detailed tutorial covers all steps and UI elements for seamless integration.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Jotform and Salesforce Integration

To initiate the integration process, first, access Pabbly Connect by signing up for a free account. Once you are logged in, navigate to the dashboard and click on ‘Create Workflow’. You can name this workflow something like ‘Jotform to Salesforce’. This step is crucial as it sets the foundation for the automation process.

After naming your workflow, the interface will display a trigger window and an action window. The trigger window is where you will connect Jotform, and the action window is where Salesforce will be integrated. This structured workflow allows Pabbly Connect to automate the data transfer seamlessly.

2. Integrating Jotform with Pabbly Connect

Now, in the trigger window of Pabbly Connect, search for and select Jotform. Choose ‘New Response’ as the trigger event. Once this is set, Pabbly Connect will provide you with a webhook URL that connects your Jotform to the workflow.

• Copy the webhook URL provided by Pabbly Connect.
• Go to your Jotform account and open the form in edit mode.
• Navigate to the settings section and select Integrations.
• Search for webhooks and paste the copied URL, then complete the integration.

Once you complete the integration in Jotform, Pabbly Connect will indicate that it is waiting for a webhook response. This means your Jotform is now connected, and any new submissions will trigger the workflow.

3. Creating Leads in Salesforce from Jotform Submissions

After setting up the Jotform integration, the next step is to send the form responses to Salesforce. In the action window of Pabbly Connect, search for Salesforce and select it. Choose ‘Create Lead’ as the action event. This action will add the Jotform submission details as a new lead in Salesforce.

Click on ‘Connect’ to link your Salesforce account with Pabbly Connect. If you are already logged into Salesforce, the connection will be established automatically. You will then need to map the fields from the Jotform submission to the Salesforce lead fields, such as first name, last name, email, and phone number.

• Map the last name from the Jotform response to the Salesforce last name field.
• Map the first name, email, and phone number similarly.
• Select the lead source as ‘Web’ since the data is coming from an online form.

After mapping all the required fields, click on ‘Save and Send Test Request’ to ensure that the lead is created successfully in Salesforce. You will see a confirmation response indicating that the lead has been added.

4. Adding Leads to a Campaign in Salesforce

Once the lead is created, the final step involves adding this lead to a specific campaign in Salesforce. In the action window, click on ‘Add Action Step’ and again select Salesforce. This time, choose the action event ‘Add Lead to Campaign’. This allows you to associate the newly created lead with a campaign. using Pabbly Connect

Since you have already connected your Salesforce account, select the existing connection. In the setup, you will need to specify the campaign ID and map the lead ID from the previous step. This ensures that the lead created from the Jotform submission is added to the correct campaign.

Select the campaign you want to add the lead to from the dropdown. Map the lead ID received from the previous step. Set the status of the lead in the campaign.

After completing this setup, click on ‘Save and Send Test Request’. This will confirm that the lead has been successfully added to the specified campaign in Salesforce.

5. Testing the Automation Workflow

To ensure everything is functioning correctly, perform a test by submitting a new entry in Jotform. This will trigger the entire workflow through Pabbly Connect. After submitting the test form, check both Salesforce leads and the campaign to confirm that the newly submitted lead appears correctly.

If the test is successful, you will see the new lead in Salesforce with the same details as provided in the Jotform submission. This validates that the integration between Jotform, Salesforce, and Pabbly Connect is working smoothly.

By following these steps, you have effectively automated the process of adding leads from Jotform to Salesforce using Pabbly Connect. This integration not only saves time but also ensures accuracy in your lead management process.

Conclusion

This tutorial demonstrated how to integrate Jotform with Salesforce using Pabbly Connect. By automating lead creation and campaign association, you can streamline your sales process and enhance productivity. Start using Pabbly Connect today to simplify your integrations and boost efficiency.