Integrate Jotform and System.io Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate the creation of System.io contacts from Jotform responses using Pabbly Connect. Follow our detailed tutorial for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Jotform and System.io, start by accessing Pabbly Connect. Visit the Pabbly website and sign in to your account. If you’re new, sign up to receive 100 free tasks monthly.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. You’ll need to name your workflow and select a folder to save it. For example, you can name it ‘Create System.io Contact from Jotform Responses’.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger application using Pabbly Connect. Select ‘Webhook by Pabbly’ as your trigger application and choose the ‘Catch Webhook’ event. This will allow Pabbly Connect to capture responses from your Jotform.

• Select ‘Webhook by Pabbly’ as the trigger application.
• Choose the ‘Catch Webhook’ event.
• Copy the provided webhook URL for use in Jotform.

After setting up the webhook, go to your Jotform account. Edit the form you want to connect and navigate to the ‘Settings’ tab. Under ‘Integrations’, search for ‘Webhook’ and paste the copied URL. This step establishes a connection between Jotform and Pabbly Connect.

3. Testing the Trigger in Pabbly Connect

Now that your webhook is set up, it’s time to test the trigger in Pabbly Connect. Go back to your Jotform and submit a test response using the contact form. Ensure to fill in the required fields like first name, last name, email, and phone number.

• Enter dummy details in the form fields.
• Submit the form to generate a response.
• Check Pabbly Connect to see if the response is captured.

If successful, you will see the captured response in Pabbly Connect, confirming that the integration between Jotform and Pabbly Connect is working properly. This means the trigger is functioning as intended.

4. Setting Up the Action in Pabbly Connect

The next step involves setting up the action application, which is System.io, in Pabbly Connect. Select ‘System.io’ as your action application and choose the ‘Create Contact’ event. This action will create a new contact in your System.io account whenever a form submission is received.

To connect System.io, you will need to input your API key. Navigate to your System.io account, go to the profile settings, and find the Pabbly API keys section. Create a new API key and copy it back to Pabbly Connect. After connecting, you can map the fields from the webhook response to the fields in System.io.

5. Finalizing the Integration in Pabbly Connect

After mapping all necessary fields, finalize the integration by saving and sending a test request in Pabbly Connect. This will send the data to System.io and create a new contact based on the information provided in the Jotform submission.

Once the test is successful, check your System.io account to confirm the new contact has been created. You should see all the details populated correctly, such as first name, last name, email, and phone number. This confirms that the integration is working seamlessly.

Conclusion

In this tutorial, we demonstrated how to automate the creation of System.io contacts from Jotform responses using Pabbly Connect. By following the steps outlined, you can streamline your workflow and enhance your business processes efficiently.