How to Create Respond.io Contact from Jotform Submission Using Pabbly Connect

Learn how to create a Respond.io contact from Jotform submissions using Pabbly Connect. Step-by-step guide with detailed instructions. 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 create a Respond.io contact from Jotform submissions, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you’re a new user, you can sign up for free and enjoy 100 free tasks monthly.

Once logged in, you will see the Pabbly Connect dashboard. From here, click on the ‘Access Now’ button to proceed. You will then be able to create a workflow that connects Jotform and Respond.io through Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, the next step is to create a workflow for the integration. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear asking for a workflow name.

• Name your workflow, e.g., ‘Create Respond.io Contact from Jotform Submission’.
• Select a folder to store this workflow.
• Click ‘Create’ to finalize your workflow setup.

After creating the workflow, you will see two sections labeled ‘Trigger’ and ‘Action’. The trigger is the event that starts the automation, while the action is what happens as a result. In this case, Jotform will be the trigger, and Respond.io will be the action.

3. Setting Up Trigger from Jotform

To set up the trigger for your workflow, click on the ‘Trigger’ section and select Jotform as your trigger application. For the trigger event, choose ‘New Response’. This means that whenever a new submission is made on your Jotform, it will trigger the workflow in Pabbly Connect.

After selecting Jotform, Pabbly Connect will provide a unique webhook URL. Copy this URL as it will be used to connect your Jotform to Pabbly Connect. Next, go to your Jotform account, find the form you want to connect, and navigate to the form settings.

• Click on ‘Settings’ in Jotform.
• Select ‘Integrations’ from the left menu.
• Search for ‘Webhooks’ and click to add a new webhook.

Paste the copied webhook URL into the field and complete the integration. This step ensures that every new submission is sent to Pabbly Connect.

4. Testing the Connection Between Jotform and Pabbly Connect

After setting up the webhook, it’s time to test the connection. Go back to your Pabbly Connect dashboard and look for the workflow you just created. It should indicate that it is waiting for a webhook response.

To test, fill out the Jotform you integrated. Enter sample data like first name, last name, email, and phone number, then submit the form. This action should send the data to Pabbly Connect, allowing you to verify that the integration works correctly.

Open the Jotform in a new tab. Fill in the required fields and submit the form.

Once submitted, return to your Pabbly Connect account to check if the response has been captured. You should see the details you entered in the test submission, confirming that the trigger setup is successful.

5. Setting Up Action to Create Contact in Respond.io

Next, you will set up the action step in your workflow. Click on the action section and select Respond.io as your action application. For the action event, choose ‘Create Contact’. This means that when a new form submission occurs, a new contact will be created in your Respond.io account through Pabbly Connect.

To connect Respond.io, you will need an API token. Open your Respond.io account, go to settings, and navigate to the integrations section. Click on ‘Developer API’ and then ‘Edit’ to access your API tokens. Copy one of the tokens and return to Pabbly Connect.

Paste the token into the Pabbly Connect action setup. Select ‘Email’ as the identifier for the contact. Map the data from the Jotform submission to the corresponding fields in Respond.io.

After mapping all required fields, click ‘Save and Send Test Request’. If successful, you will receive a confirmation message, indicating that the contact has been added to your Respond.io account. Refresh your Respond.io contacts page to verify the new contact is displayed.

Conclusion

Using Pabbly Connect, you can easily automate the creation of Respond.io contacts from Jotform submissions. This integration streamlines your workflow, ensuring that customer data is captured effortlessly.