Integrate Jotform with Samd CRM Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Jotform with Samd CRM using Pabbly Connect. Follow this detailed tutorial for seamless automation of your workflows. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Jotform with Samd CRM using Pabbly Connect, start by accessing the Pabbly Connect dashboard. If you are a new user, click on the ‘Sign Up Free’ option. Existing users can simply click on ‘Sign In’. This process is quick and allows you to utilize 100 free tasks every month.

Once signed in, you will see the Pabbly Connect dashboard. From here, you can create a new workflow. Click on the ‘+’ icon to create a folder where your workflows will be saved. Then, click on ‘Create Workflow’ to start setting up the integration.

2. Creating a Workflow in Pabbly Connect

In this step, you will set up a workflow to connect Jotform and Samd CRM using Pabbly Connect. Name your workflow something descriptive, like ‘Create Samd CRM Person on Jotform Submission’. Select the appropriate folder you created earlier and click ‘Create’ to proceed.

• Select the trigger application as Jotform.
• Choose the trigger event ‘New Response’ to start the workflow.
• Copy the webhook URL provided by Pabbly Connect.

After selecting the trigger, you will receive a webhook URL. This URL acts as a bridge between Jotform and Pabbly Connect. Make sure to copy this URL for the next steps.

3. Setting Up Jotform Integration

Now, navigate to your Jotform account to set up the integration with Pabbly Connect. Click on ‘My Forms’ and select the form you want to use. Click on ‘Edit Form’, then go to ‘Settings’ and select ‘Integrations’. Here, search for Webhooks and select it.

• Paste the copied webhook URL into the Webhook URL field.
• Click on ‘Complete Integration’ to finalize the setup.

Once the integration is complete, return to your Pabbly Connect account. You will see a message indicating that it is waiting for a webhook response. This means your setup is ready for testing.

4. Testing the Integration with Jotform

To test the integration, you need to submit a test response through your Jotform. Open the form in a new tab, fill in the necessary details like first name, last name, and email, and hit ‘Submit’. This action will send the data to Pabbly Connect via the webhook.

After submission, return to Pabbly Connect to check if the response has been captured. You should see the details of the test submission, confirming that Jotform is successfully connected to Pabbly Connect.

5. Finalizing the Action in Pabbly Connect

With the trigger set up, it’s time to configure the action in Pabbly Connect. Select Samd CRM as the action application and choose ‘Add Person’ as the action event. This ensures that every new response from Jotform will automatically create a new person in Samd CRM.

To connect Samd CRM with Pabbly Connect, you will need to enter your Samd CRM account credentials. Fill in the required fields such as first name, last name, and email using the mapping feature to pull data from the previous step.

After entering all the details, click on ‘Save and Send Test Request’. Check your Samd CRM account to verify that the person has been added successfully. This confirms that your integration is functioning correctly.

Conclusion

In this tutorial, we’ve successfully integrated Jotform with Samd CRM using Pabbly Connect. By following the detailed steps, you can automate the process of adding new contacts in your CRM whenever a form is submitted. This integration streamlines your workflow and enhances productivity.