Integrate JotForm with Flodesk Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate JotForm with Flodesk using Pabbly Connect for seamless lead management. This tutorial covers every step in detail. 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 for Integration

To start integrating JotForm with Flodesk, first access Pabbly Connect. This powerful integration platform allows you to automate workflows without coding skills. Simply visit the Pabbly Connect homepage and either sign in or create a free account.

Once logged in, you can explore various applications available for integration. For this tutorial, we will focus on connecting JotForm and Flodesk through Pabbly Connect. Upon creating an account, you will receive 100 free tasks monthly to test the platform’s features.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, navigate to the dashboard and click on ‘Create Workflow’. Name your workflow something descriptive, like ‘Create Flodesk Subscriber on JotForm Submission’. This helps in organizing your workflows effectively.

• Select the folder to save your workflow.
• Click on the ‘Create’ button to initiate the workflow.

Once created, you will see two windows: Trigger and Action. This is where you will set up the connection between JotForm and Flodesk using Pabbly Connect. The Trigger indicates what starts the workflow, while the Action defines what happens as a result.

3. Setting Up the Trigger with JotForm

In this step, select JotForm as your Trigger application in Pabbly Connect. The trigger event you want is ‘New Response’. This means that every time a form is submitted in JotForm, it will trigger the workflow.

After selecting JotForm, you will receive a Webhook URL. Copy this URL as it will be essential for connecting JotForm with Pabbly Connect. Next, go to your JotForm account, select the form you want to integrate, and navigate to the ‘Settings’ section.

• Click on ‘Integrations’ from the left sidebar.
• Search for ‘Webhooks’ and select it.
• Paste the copied Webhook URL and complete the integration.

With this setup, every time a lead submits the form, JotForm will send the data to Pabbly Connect, allowing you to automate the process of adding subscribers to Flodesk.

4. Setting Up the Action with Flodesk

After configuring the Trigger, it’s time to set up the Action. Select Flodesk as your Action application in Pabbly Connect. The action event should be ‘Create or Update Subscriber’. This allows you to add new leads as subscribers in Flodesk.

Now, connect your Flodesk account by clicking on ‘Connect’. You will need to provide your Flodesk login credentials and allow Pabbly Connect access to your account. Once connected, you will set the fields for the subscriber, using the data received from JotForm.

Map the email address from JotForm to the Flodesk subscriber email field. Fill in additional fields like first name and last name as necessary.

After mapping the fields, click on ‘Save and Send Test Request’. This will send a test subscriber to Flodesk, confirming that your integration is working seamlessly through Pabbly Connect.

5. Adding Subscribers to a Segment in Flodesk

The final step is to add the newly created subscriber to a specific segment in Flodesk. In Pabbly Connect, add another action step and select Flodesk again. This time, choose the action event ‘Add Existing Subscriber to a Segment’.

Map the subscriber’s email to the segment field. Choose the segment you want to add the subscriber to, such as ‘Sparkle Events’. Click on ‘Save and Send Test Request’ to finalize this action. This ensures that every new lead from JotForm is not only added as a subscriber but also classified into the right segment in Flodesk.

After completing these steps, test the integration by submitting a new form in JotForm. Check Flodesk to confirm that the subscriber is added successfully and categorized in the correct segment, demonstrating the efficiency of Pabbly Connect for automating workflows.

Conclusion

By following this tutorial, you can easily integrate JotForm with Flodesk using Pabbly Connect. This automation streamlines lead management and enhances your marketing efforts, ensuring that every lead is captured and categorized efficiently.