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

Learn how to integrate Salesforce with Jotform using Pabbly Connect. Follow this detailed tutorial for seamless automation and data management. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Salesforce with Jotform, first access Pabbly Connect. This platform allows you to automate workflows between different applications seamlessly. If you don’t have an account, you can create one for free in just a few minutes.

Once logged in, you will reach the dashboard of Pabbly Connect. Here, you can start creating your automation workflow. Click on the ‘Create Workflow’ button to initiate the process, and provide a name for your automation, such as ‘Create Salesforce Record from Webhook Response’.

2. Setting Up the Webhook with Jotform

In this section, you will set up the webhook to collect data from Jotform. In Pabbly Connect, after creating your workflow, you will see two windows: Trigger and Action. Select ‘Webhook’ as your trigger application. This will generate a unique webhook URL.

• Select ‘Webhook’ as the trigger application.
• Copy the generated webhook URL.
• In Jotform, go to the form settings and find the integration section.
• Paste the webhook URL in the appropriate field.

After pasting the URL, complete the integration in Jotform. This step ensures that any new form submission will be sent to Pabbly Connect, enabling you to capture and process the data.

3. Testing the Webhook Submission

Now that the webhook is set up, it’s time to test it. Make a test submission in Jotform to ensure that the data is received correctly in Pabbly Connect. This is crucial to confirm that the integration is functioning as expected.

Once you submit the form, return to Pabbly Connect to check if the data has been captured. You should see the form submission details reflected in the webhook response. This indicates that the connection between Jotform and Pabbly Connect is working.

4. Integrating Salesforce to Create a Record

With the webhook successfully set up and tested, the next step is to integrate Salesforce to create a record based on the captured data. In Pabbly Connect, select Salesforce as the action application and choose the option to create a contact.

Authorize Pabbly Connect to access your Salesforce account. Once connected, you will be prompted to map the fields from the webhook response to the Salesforce contact fields. This mapping is essential for ensuring that the correct data is sent to Salesforce.

• Map the first name, last name, phone number, and email from the webhook response.
• Ensure all required fields in Salesforce are filled.
• Click ‘Save and Send Test Request’ to create the contact.

After saving, check your Salesforce dashboard to confirm that the contact has been created successfully. This will validate that your automation is functioning correctly through Pabbly Connect.

5. Conclusion

In this tutorial, we successfully integrated Salesforce with Jotform using Pabbly Connect. By following the steps outlined, you can automate the process of creating Salesforce records from Jotform submissions. This integration enhances efficiency and data management in your business operations.

Utilizing Pabbly Connect allows for seamless automation between various applications, ensuring that your workflows are streamlined and effective. Start automating today and experience the benefits of integration.