Learn how to automate JotForm submissions to ConvertKit using Pabbly Connect in this detailed tutorial. Step-by-step guide with exact processes and UI elements. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.
Watch Step By Step Video Tutorial Below
1. Access Pabbly Connect for Integration
To start integrating JotForm with ConvertKit, you need to access Pabbly Connect. Begin by visiting the official Pabbly Connect website and signing in to your account. If you’re new, you can sign up for free and get 100 tasks every month.
Once logged in, you will see the Pabbly Apps window. Click on the ‘Access Now’ button for Pabbly Connect to proceed to the dashboard where you can create workflows for automation.
2. Creating a Workflow in Pabbly Connect
In this section, we will create a workflow to automate the process of adding subscribers in ConvertKit from JotForm submissions using Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.
- Name your workflow, e.g., ‘Create ConvertKit Subscriber for JotForm Submission’.
- Select a folder to save your workflow.
- Click on ‘Create’ to finalize the workflow setup.
After creating the workflow, you will see two windows labeled ‘Trigger’ and ‘Action’. This is where the automation process begins using Pabbly Connect.
3. Setting Up the Trigger Step with JotForm
The next step is to set up the trigger for our automation. Click on the trigger section and select JotForm as your trigger application. This means that whenever a new form submission occurs, Pabbly Connect will capture the response.
Choose the trigger event as ‘New Response’. Pabbly Connect will provide a unique webhook URL to connect JotForm. Copy this URL and navigate to your JotForm account.
- Open the form you created in JotForm.
- Go to the ‘Settings’ tab and select ‘Integrations’.
- Search for ‘Webhooks’ and paste the copied URL into the provided field.
After completing these steps, check back in Pabbly Connect to ensure it is waiting for a webhook response.
4. Testing the Integration Between JotForm and Pabbly Connect
Now that the trigger is set up, it’s time to test the integration. Perform a test submission on your JotForm. Fill in the form fields and submit it. You should see a confirmation message indicating that your submission was received.
Return to Pabbly Connect and check if the response from JotForm has been captured. You should see the details of your test submission, confirming that the trigger is functioning correctly.
Verify that the first name, last name, email, and phone number are correctly displayed in Pabbly Connect. If the data appears correctly, your JotForm is successfully integrated with Pabbly Connect.
With the trigger confirmed, we can now proceed to set up the action step.
5. Setting Up the Action Step with ConvertKit
To complete the automation, click on the action section in Pabbly Connect and select ConvertKit as the action application. Choose the action event as ‘Add Subscriber to a Form’. This means that whenever a new submission is received, a corresponding subscriber will be added to your ConvertKit account.
Next, connect ConvertKit to Pabbly Connect by entering your API key and API secret. To find these details, go to your ConvertKit account, click on your profile, and navigate to settings. Under the Advanced section, you will find the API key and secret.
Copy the API key and paste it in Pabbly Connect. Copy the API secret and paste it in Pabbly Connect. Select the form you created in ConvertKit for subscriber addition.
Finally, map the data from the JotForm submission to the appropriate fields in ConvertKit, such as first name, last name, email, and phone number. Once everything is set, click on ‘Save and Send Test Request’ to finalize the integration.
Conclusion
This tutorial demonstrated how to integrate JotForm with ConvertKit using Pabbly Connect. By following the steps outlined, you can automate subscriber creation based on form submissions, enhancing your marketing efforts efficiently.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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