How to Create Klenty Prospects from Jotform Submission Using Pabbly Connect

Learn how to automate the creation of Klenty prospects from Jotform submissions using Pabbly Connect. Follow our detailed step-by-step tutorial for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create Klenty prospects from Jotform submissions, first, you need to access Pabbly Connect. Open your browser and search for Pabbly Connect to reach its landing page. If you don’t have an account, click on the ‘Sign Up for Free’ button; it only takes two minutes to register and start using the platform.

Once logged in, you will see the dashboard of Pabbly Connect. Here, you can create a new workflow by clicking the ‘Create Workflow’ button. This will allow you to start setting up the integration process between Jotform and Klenty.

2. Setting Up the Trigger in Pabbly Connect

In the newly created workflow, you will set up the trigger, which is essential for capturing new submissions from Jotform. Select Jotform as the trigger application and choose the ‘New Response’ event as your trigger event. This setup ensures that every time a new form is submitted, Pabbly Connect will automatically initiate the workflow. using Pabbly Connect

• Select Jotform as the trigger application.
• Choose ‘New Response’ as the trigger event.
• Connect Jotform with Pabbly Connect using the provided Webhook URL.

Once you have set the trigger, copy the Webhook URL provided by Pabbly Connect. This URL will be used to connect your Jotform to the Pabbly Connect workflow, allowing it to capture all new submissions automatically.

3. Integrating Jotform with Pabbly Connect

Now, navigate to your Jotform account and select the form you want to connect. Go to the ‘Settings’, then ‘Integrations’, and search for ‘Webhooks’. Here, you will add the Webhook URL you copied from Pabbly Connect.

After pasting the Webhook URL in Jotform, click on ‘Complete Integration’. This step ensures that every time there is a new submission, it will send the data to Pabbly Connect, which will then trigger the next action.

4. Creating a New Klenty Prospect

After successfully integrating Jotform with Pabbly Connect, it’s time to create a new prospect in Klenty. In your Pabbly Connect workflow, add an action step and select Klenty as the action application. Choose ‘Add Prospect’ as the action event to create a new prospect each time a form is submitted.

To connect Klenty with Pabbly Connect, you will need to provide your Klenty API key and username. Log into your Klenty account, navigate to ‘Settings’, and find the API key under ‘Integrations’. Copy this API key and paste it into Pabbly Connect.

• Log into Klenty and navigate to ‘Settings’.
• Copy your API key from the ‘Integrations’ section.
• Paste the API key and your username in Pabbly Connect.

By mapping the fields from the Jotform response to Klenty, you can ensure that all necessary prospect details are captured accurately. This includes the first name, last name, email, phone number, and company name from the form submission.

5. Testing the Integration

After mapping the fields, it’s essential to test the integration to ensure everything works correctly. Submit a new entry in your Jotform with sample data, and check Pabbly Connect to see if it captures the response. If successful, you will receive a confirmation response indicating that a new prospect has been created in Klenty. using Pabbly Connect

To verify, log into your Klenty account and check the prospects section. You should see the new prospect created with the details from your Jotform submission. This automation allows your sales team to access new leads immediately, improving response time and efficiency.

Conclusion

In this tutorial, we demonstrated how to create Klenty prospects from Jotform submissions using Pabbly Connect. By automating this process, you can streamline your lead management and enhance your sales efficiency. Implementing this integration ensures that every new lead is captured accurately, allowing your sales team to act swiftly and effectively.