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 this step-by-step guide for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Set Up Integration

To create Klenty prospects from Jotform submissions, first access Pabbly Connect. Open a web browser and search for Pabbly Connect. This platform is essential for automating the integration between Jotform and Klenty.

Once on the Pabbly Connect landing page, you can either sign in or sign up for a free account. Signing up takes only a couple of minutes and provides you with 100 free tasks each month. After logging in, you will see the Pabbly Connect dashboard, where you can create a new workflow.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button to begin. Name your workflow something descriptive, such as ‘Create Klenty Prospects from Jotform Submission.’ This name helps you easily identify the workflow later. using Pabbly Connect

• Select the appropriate folder for your workflow.
• Click ‘Create’ to set up your workflow.
• You will see two boxes: Trigger and Action.

In this setup, the trigger will be Jotform, which will initiate the workflow whenever a new form submission occurs. The action will be to create a new prospect in Klenty.

3. Setting Up the Trigger in Pabbly Connect

To set up the trigger, select Jotform as your trigger application. Then, choose the event as ‘New Response’ from the options available. This event will capture any new submission made through your Jotform. using Pabbly Connect

Next, you need to connect Jotform to Pabbly Connect. Pabbly Connect will provide you with a webhook URL that acts as a bridge between Jotform and Pabbly Connect. Copy this webhook URL and head over to your Jotform account.

• In Jotform, go to the settings of your form.
• Navigate to Integrations and search for Webhooks.
• Add a new webhook and paste the URL you copied from Pabbly Connect.

Once you’ve completed this, your Jotform is now connected to Pabbly Connect, and the integration is almost ready to go.

4. Creating a New Prospect in Klenty

Now that the trigger is set up, it’s time to configure the action step to create a new prospect in Klenty. In Pabbly Connect, select Klenty as your action application and choose ‘Add Prospect’ as the action event. using Pabbly Connect

To connect Klenty to Pabbly Connect, you will need to provide your Klenty API key and username. You can find the API key in your Klenty account under the settings in the Integrations section. After obtaining the API key, paste it into Pabbly Connect along with your Klenty username.

Map the fields from Jotform to Klenty such as first name, last name, email, phone number, company, and city. Ensure all required fields in Klenty are filled with the correct data from Jotform. Click on ‘Save and Send Test’ to verify the integration.

Upon successful mapping and testing, a new prospect will be created in Klenty automatically whenever a new submission is made in Jotform.

5. Finalizing and Testing the Integration

After setting up the workflow, it’s crucial to test the integration to ensure it’s functioning correctly. Submit a new form through Jotform with sample data. This will trigger the webhook and send the information to Pabbly Connect.

Once the form is submitted, return to Pabbly Connect to check if the data has been received. You should see the details of the new prospect populated in the Pabbly Connect interface. If everything looks good, you can head over to Klenty to confirm that the new prospect has been created.

Check the prospects section in Klenty for the new entry. Verify that all details match the information submitted in Jotform. Repeat the process for additional submissions to confirm consistency.

This testing phase is crucial to ensure that your integration via Pabbly Connect is working seamlessly and that your sales team can manage new leads efficiently.

Conclusion

In this tutorial, we explored how to create Klenty prospects from Jotform submissions using Pabbly Connect. By automating this process, you can enhance your sales efficiency and ensure timely follow-ups with new leads. Utilize Pabbly Connect to streamline your workflow and improve data accuracy across platforms.