Learn how to seamlessly integrate Jotform with Crisp Call using Pabbly Connect. Follow this detailed step-by-step tutorial for automation success. Streamline your workflow, save valuable time, and eliminate repetitive tasks through powerful automation capabilities.

Watch Step By Step Video Tutorial Below

Setting Up Pabbly Connect for Integration

To integrate Jotform with Crisp Call, start by accessing Pabbly Connect. This automation software allows you to create workflows between different applications.

After signing in, navigate to the dashboard. Click on the ‘Create Workflow’ button located in the top right corner. In the dialog box, name your workflow something like ‘Create Crisp Call Contact on Jotform Submission’ and choose an appropriate folder for organization.

Selecting Jotform as Trigger Application

In the newly created workflow, select Jotform as your trigger application. The trigger event should be set to ‘New Response’ to capture submissions from your form. This means every time a new response is recorded, it will activate your workflow.

Once you’ve selected Jotform, you will receive a webhook URL. This URL is crucial as it connects Jotform to Pabbly Connect. Copy this URL and head over to your Jotform account to set it up.

  • Log in to your Jotform account.
  • Select the form you want to integrate.
  • Go to Settings > Integrations.
  • Choose Webhooks and paste the copied URL.

After setting up the webhook, make sure to test the integration by submitting a test response in Jotform. This will confirm that Pabbly Connect is receiving the data correctly.

Configuring Crisp Call as Action Application

Now that Jotform is set as your trigger, it’s time to add Crisp Call as the action application. Select Crisp Call and choose the action event as ‘Add a Contact’. This action will create a new contact in Crisp Call whenever a new response is captured from Jotform.

Next, you need to authenticate your Crisp Call account within Pabbly Connect. This involves entering your API key and secret key, which you can find in your Crisp Call account settings under Developer.

  • Navigate to Settings in Crisp Call.
  • Select Developer and copy your API key and secret key.
  • Return to Pabbly Connect and paste the keys in the respective fields.

After entering the API details, click on ‘Save’ to establish the connection between Pabbly Connect and Crisp Call.

Mapping Data Fields for Crisp Call

With Crisp Call configured, the next step is to map the data fields from Jotform to Crisp Call. This ensures that the information collected from the form is accurately transferred to the new contact in Crisp Call. using Pabbly Connect

In the mapping section, you will see fields like Name, Phone Number, and Email. Select the corresponding fields from the Jotform response to ensure the data is correctly aligned. For instance, match the first name and last name fields from Jotform to the contact’s name in Crisp Call.

Map the First Name from Jotform to First Name in Crisp Call. Map the Last Name accordingly. Ensure the Phone Number and Email are also mapped correctly.

After mapping all required fields, click on ‘Save and Send Test Request’ to verify that the data is being sent correctly to Crisp Call.

Testing and Verifying the Integration

Finally, to ensure everything is working correctly, conduct a test submission in Jotform. This will trigger the workflow and create a new contact in Crisp Call based on the submitted information.

After completing the test submission, check your Crisp Call account to verify that the new contact has been created successfully with all the mapped details. This confirms that your integration between Jotform and Crisp Call using Pabbly Connect is functioning as intended.

To summarize, the integration process involves creating a workflow in Pabbly Connect, setting Jotform as the trigger, configuring Crisp Call as the action, mapping the data fields, and testing the entire setup to ensure accuracy.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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In conclusion, integrating Jotform with Crisp Call using Pabbly Connect streamlines your contact management process. By following these detailed steps, you can automate the creation of contacts, saving you time and effort.