Integrating JotForm and Flo CRM with Pabbly Connect: A Step-by-Step Guide

Learn how to automate lead management by integrating JotForm with Flo CRM using Pabbly Connect. This comprehensive guide walks you through every step of the process.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To begin integrating JotForm with Flo CRM, you first need to access Pabbly Connect. Simply type the URL Pabbly.com/connect in your browser to reach the homepage. Here, you will find options to sign in if you are an existing user or to sign up for free if you are new.

Once you have signed in, you will be directed to the dashboard of Pabbly Connect. This dashboard is where you can create and manage all your automation workflows. Click on the ‘Create Workflow’ button to start the integration process.

Creating a Workflow in Pabbly Connect

After clicking on ‘Create Workflow’ in Pabbly Connect, you will see a dialog box asking for a workflow name. Enter a descriptive name like ‘Create Flo Contact on JotForm Submission’. This helps in identifying the workflow later.

Next, select the appropriate folder for your workflow, such as the ‘Lead Management’ folder. This organization will help you manage multiple workflows efficiently. Once named and categorized, click on ‘Create’ to proceed.

Upon creating the workflow, you will encounter a blank canvas with options for triggers and actions. The trigger represents the event that starts the workflow, while the action is the task that follows. For this integration, the trigger will be JotForm, and the action will be Flo CRM.

Setting Up JotForm as the Trigger

In the trigger section of Pabbly Connect, select JotForm as the application. The trigger event you will choose is ‘New Response’, which means the workflow will activate whenever a new form submission occurs. This is essential for capturing leads automatically.

To establish the connection between JotForm and Pabbly Connect, you will be provided with a webhook URL. Copy this URL, as it will allow data transfer from JotForm to Pabbly Connect. Now, navigate to your JotForm account, select the form you want to integrate, and go to the settings to add this webhook URL.

• Open the form in JotForm.
• Go to Settings > Integrations.
• Select Webhooks and paste the copied URL.
• Complete the integration process.

Once the webhook is set, you can test the integration by submitting a sample form. This will allow Pabbly Connect to capture the response and confirm that the connection works correctly.

Configuring Flo CRM as the Action

With the JotForm trigger established, it’s time to configure the action step in Pabbly Connect. Select Flo as the action application and choose ‘Create Contact’ as the action event. This means that every time a new response comes from JotForm, a corresponding contact will be created in Flo CRM.

Next, you will need to connect your Flo account to Pabbly Connect. Click on ‘Add New Connection’ and provide the necessary API key and account URL from your Flo account. This step is crucial for enabling the data transfer between the two applications.

• Go to your Flo account settings and find the API key.
• Copy the account URL and adjust it as per Pabbly’s requirements.
• Paste the API key and account URL into Pabbly Connect.

After entering the required details, save the connection. This ensures that Pabbly Connect can now create contacts in Flo CRM based on the submissions received from JotForm.

Mapping Data and Testing the Integration

Once your JotForm and Flo CRM are connected through Pabbly Connect, it’s time to map the data from the JotForm responses to the corresponding fields in Flo CRM. This involves linking the first name, last name, email, and other relevant details to the appropriate fields in Flo.

For each field in Flo, you can map the data dynamically. For example, when a new lead submits their information, the name and email fields in Flo will automatically update with the details from JotForm. Once the mapping is complete, click on ‘Save and Send Test Request’ to verify that the contact is created successfully in Flo CRM.

After running the test, you can check your Flo CRM to confirm that the new contact has been added with all the correct details. This ensures that every inquiry submitted through JotForm will now be automatically recorded in Flo CRM, streamlining your lead management process.

Conclusion

Integrating JotForm with Flo CRM using Pabbly Connect automates your lead management process effectively. By following the steps outlined in this tutorial, you can ensure that every submission is captured and organized seamlessly, allowing you to focus on converting leads into customers.