Integrate Jotform with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Jotform with Pabbly Connect to automate data handling and enhance your workflow. Follow our detailed tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Setting Up Jotform Integration with Pabbly Connect

The first step in integrating Jotform with Pabbly Connect is to create a new workflow. Navigate to the Pabbly Connect dashboard and click on ‘Create Workflow’. Name your workflow appropriately, for example, ‘Jotform to Google Contacts’. This workflow will allow you to automate the process of adding form submissions directly to your Google Contacts.

Once you’ve created your workflow, select Jotform as the trigger application. Set the trigger event to ‘New Response’. This event will activate every time a new form submission is received. After selecting the trigger, Pabbly Connect provides you with a webhook URL that you will need to connect your Jotform account.

2. Configuring Jotform Settings for Integration

To connect Jotform with Pabbly Connect, open the Jotform form you wish to integrate. Click on the ‘Settings’ tab, then navigate to ‘Integrations’. Search for ‘Webhooks’ and select it. Paste the webhook URL provided by Pabbly Connect into the designated field and complete the integration.

• Open your Jotform account and select the form.
• Click on the ‘Settings’ tab, then go to ‘Integrations’.
• Select ‘Webhooks’ and paste the URL from Pabbly Connect.

With the webhook integration in place, your Jotform is now connected to Pabbly Connect. This means that every time a form is submitted, the data will be captured and sent to Pabbly Connect for further processing.

3. Adding Form Responses to Google Sheets

After successfully setting up Jotform, the next step is to add the form responses to Google Sheets using Pabbly Connect. In the action step of your workflow, select Google Sheets as the action application. Choose the action event ‘Add New Row’. This action will allow you to insert the data received from Jotform into a new row in your Google Sheets.

Connect your Google Sheets account to Pabbly Connect by clicking on ‘Sign in with Google’. Once connected, you will need to specify the spreadsheet and the worksheet where the data should be added. Map the fields from the Jotform response to the corresponding columns in your Google Sheets.

• Select the spreadsheet where you want to save the data.
• Map the Jotform fields to the appropriate columns in your spreadsheet.
• Click on ‘Save and Send Test Request’ to verify the integration.

Upon successful mapping, every new form submission will automatically create a new row in your specified Google Sheets document, keeping your data organized and up-to-date.

4. Sending Email Notifications with Hyperlinked Text

To enhance the user experience, you can also send an email notification with a hyperlink after a form submission. In the action step, select Gmail as the action application and choose the event ‘Send Email’. This will allow you to notify users via email after they submit the form. using Pabbly Connect

When composing the email content, you can include the hyperlink to your product or service. Use HTML formatting to make the link clickable. For example, if you want to send a payment link, format it as follows:

Use the format: <a href='URL'>Link Text</a> to create a hyperlink. Map the user’s email address to ensure it goes to the correct recipient. Click on ‘Save and Send Test Request’ to send the email.

This feature will ensure that your users receive clickable links in their emails, making it easier for them to access your services.

5. Conclusion

Integrating Jotform with Pabbly Connect allows for seamless automation of data handling processes. By following the steps outlined in this guide, you can efficiently manage form submissions, add data to Google Sheets, and enhance user communication through email notifications. This integration not only saves time but also streamlines your workflow, making it easier to handle customer interactions.