Integrate J Form with Lead Squared Using Pabbly Connect

Learn how to integrate J Form with Lead Squared using Pabbly Connect for efficient lead management. Step-by-step guide to automate your workflow. 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 begin integrating J Form with Lead Squared, you first need to access Pabbly Connect. Visit the Pabbly Connect homepage by entering the URL Pabbly.com/connect in your browser. This platform serves as the central hub for managing your integrations.

If you are a new user, click on the ‘Sign up for free’ button to create an account. Existing users can simply sign in. Once logged in, you will have access to all the features of Pabbly Connect to set up your automation.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Create Lead Squared Lead on J Form Submission’.

• Select the appropriate folder for your workflow.
• Click on the ‘Create’ button to proceed.

This action opens a new screen where you will set the trigger and action for your workflow. The trigger will be the J Form submission, and the action will be to add the lead to Lead Squared. This setup is crucial for automating the lead management process.

3. Setting Up the Trigger with J Form

In this section, you will set up the trigger for your workflow using J Form. Select J Form as your trigger application and choose the event as ‘New Response’. This means that every time a form is submitted, it will trigger the workflow in Pabbly Connect.

Next, copy the webhook URL provided by Pabbly Connect and head over to your J Form account. In your J Form dashboard, select the form you wish to integrate and go to the settings. Under integrations, find the webhooks option and paste the copied URL. This establishes a connection between J Form and Pabbly Connect.

4. Adding Leads to Lead Squared

Once the trigger is set up, the next step is to add the leads to Lead Squared. In Pabbly Connect, select Lead Squared as your action application and choose the event ‘Create or Update Lead’. This step is essential for ensuring that every new lead from J Form is added to your CRM.

To connect to Lead Squared, you will need your API host, access key, and secret key. These can be found in your Lead Squared account under settings. After entering these details in Pabbly Connect, you can map the fields from the J Form submission to the corresponding fields in Lead Squared, ensuring that all lead information is accurately captured.

• Map the first name, last name, email, and phone number fields.
• Click on ‘Save and Send Test Request’ to verify the connection.

If successful, the lead will now appear in your Lead Squared account, confirming that the integration is working correctly. This automation saves time and ensures no leads are missed.

5. Testing the Integration

To ensure everything is functioning as expected, it’s important to test the integration. Submit a test response through your J Form to see if the data flows into Lead Squared as intended. After submission, check your Pabbly Connect dashboard to see if the response is captured.

If the response appears, navigate to your Lead Squared account to verify that the lead has been created. You should see the lead details matching the information submitted in the form. This confirms that your integration between J Form and Lead Squared via Pabbly Connect is successful.

By following these steps, you can automate your lead management process effectively. This integration allows you to streamline your operations and focus on converting leads into clients.

Conclusion

Using Pabbly Connect to integrate J Form with Lead Squared simplifies the lead management process. This automation allows for efficient data transfer and ensures all leads are captured in your CRM seamlessly.