How to Create Apollo.io Contact on Jotform Submission Using Pabbly Connect

Learn how to integrate Jotform with Apollo.io using Pabbly Connect for seamless contact creation on form submissions. Follow this detailed tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Jotform and Apollo.io Integration

To create an Apollo.io contact on Jotform submission, we will utilize Pabbly Connect. First, you need to access Pabbly Connect by visiting the Pabbly website and signing in to your account. If you are a new user, you can sign up for free and receive 10,000 tasks monthly.

Once logged in, navigate to your dashboard and click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder to save it. For this integration, name it ‘Create Apollo.io Contact on Jotform Submission’ and save it in the ‘Automations’ folder. After clicking ‘Create’, you will be directed to the workflow window where you can set up your trigger and action.

2. Setting Up Jotform as the Trigger Application

In this step, we will set Jotform as the trigger application in Pabbly Connect. Start by selecting Jotform from the trigger application list. Then, choose the trigger event as ‘New Response Received’. This event will initiate the workflow whenever a new submission is made on your Jotform.

• Select Jotform as the trigger application.
• Choose ‘New Response Received’ as the trigger event.
• Copy the provided Webhook URL for integration.

Next, you need to integrate this Webhook URL into your Jotform account. Open your Jotform dashboard, select the form you want to use, and navigate to the Settings tab. From there, go to Integrations, search for Webhooks, and paste the copied URL into the designated field. Click on ‘Complete Integration’ to finalize the connection between Jotform and Pabbly Connect.

3. Testing the Integration Between Jotform and Pabbly Connect

After setting up the Webhook, it’s essential to test the integration to ensure everything is functioning correctly. In Pabbly Connect, you will see a message indicating that it is waiting for a Webhook response. To generate this response, perform a test submission on your Jotform.

Fill in the form with test data, such as your name and email, then click the submit button. After submission, return to Pabbly Connect to see if the response has been captured. If successful, you will see all the details you entered displayed in the workflow.

4. Setting Up Apollo.io as the Action Application

Now that we have tested the Jotform integration, the next step is to set Apollo.io as the action application in Pabbly Connect. Select Apollo.io from the action application list and choose ‘Create Contact’ as the action event. This action will create a new contact in Apollo.io whenever a new Jotform submission is received.

To connect your Apollo.io account, you will need an API key. Click on the link provided in Pabbly Connect to access your Apollo account and navigate to the API Keys section. Here, create a new API key, name it appropriately (e.g., Jotform Integration), and set the permissions required for contact creation.

• Select Apollo.io as the action application.
• Choose ‘Create Contact’ as the action event.
• Paste the API key obtained from Apollo.io.

Once the API key is entered, you can map the required fields such as first name, last name, email, and organization name using the data captured from the Jotform submission. This mapping ensures that the correct information is passed to Apollo.io every time a new contact is created.

5. Finalizing the Workflow and Testing

With all the configurations set, you can now finalize your workflow in Pabbly Connect. Click on the ‘Save and Send Test Request’ button to check if the contact is created successfully in Apollo.io. If everything is set up correctly, you should receive a positive response indicating that a new contact has been created.

To verify, log into your Apollo.io account, refresh the contacts page, and check for the newly created contact. This confirms that your integration is working seamlessly, and every new Jotform submission will create a contact in Apollo.io automatically.

This automation significantly streamlines your lead management process, ensuring that you can follow up with potential clients efficiently without any manual effort.

Conclusion

By following this tutorial, you can easily set up an integration between Jotform and Apollo.io using Pabbly Connect. This process automates the creation of contacts, enhancing your efficiency in managing leads and ensuring timely follow-ups.