Automate System.io Contacts with Pabbly Connect and JotForm

Learn how to automate creating contacts in System.io from JotForm submissions using Pabbly Connect. Step-by-step guide to streamline your workflow. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating the creation of contacts in System.io from JotForm submissions, you first need to access Pabbly Connect. Visit the homepage at Pabbly.com/connect and either sign in or sign up for a free account.

Once logged in, you will see the dashboard of Pabbly Connect. Here, you can manage all your integrations. Click on the ‘Create Workflow’ button to begin setting up your automation process.

2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow that will connect JotForm to System.io. After clicking the ‘Create Workflow’ button, you will need to name your workflow, such as ‘Create System.io Contacts on JotForm Submission’. using Pabbly Connect

• Select a folder for your workflow.
• Click on the ‘Create’ button to proceed.
• You will now set up the trigger and action for your automation.

After creating your workflow, you will see options for setting up a trigger. Choose JotForm as your trigger application and select ‘New Response’ as the trigger event. This sets up the automation to respond to new submissions.

3. Configuring the JotForm Trigger in Pabbly Connect

Once you have set JotForm as your trigger, Pabbly Connect will provide you with a webhook URL. This URL must be copied and integrated into your JotForm settings to establish a connection.

Log into your JotForm account, select the form you want to use, and navigate to the settings. Under the Integrations section, find the Webhooks option and paste the copied URL. Complete the integration to ensure JotForm can send data to Pabbly Connect.

4. Mapping Data to System.io in Pabbly Connect

After successfully setting up the JotForm trigger, you will now configure the action in System.io. Select System.io as the action application and choose ‘Create Contact’ as the action event.

To connect System.io with Pabbly Connect, you will need to provide an API key. This key can be generated from your System.io account settings under the Pabbly API Keys section. Once you have the API key, paste it into Pabbly Connect to establish the connection.

• Map the fields such as email, first name, last name, and phone number from the JotForm submission.
• Ensure all required fields in System.io are filled with data from JotForm.
• Click on ‘Save and Send Test Request’ to verify the connection.

Once the test request is successful, you can check your System.io account to confirm that the contact was created with the correct details.

5. Testing the Integration with Pabbly Connect

The final step is to test your integration to ensure everything works correctly. Submit another test response through your JotForm. This will trigger the automation you have set up in Pabbly Connect.

After submitting the new form response, return to your System.io account and refresh the contacts list. You should see the new contact created based on the details provided in the test submission.

If everything is set up correctly, you will have successfully automated the process of creating contacts in System.io from JotForm submissions using Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of contacts in System.io from JotForm submissions. By following these steps, you can streamline your workflow and enhance productivity.