Integrating Jotform with Zoho Marketing Using Pabbly Connect: A Step-by-Step Guide

Learn how to seamlessly integrate Jotform with Zoho Marketing using Pabbly Connect for automated customer data management. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Jotform and Zoho Integration

To begin integrating Jotform with Zoho Marketing, first access Pabbly Connect. This platform allows you to automate processes efficiently. Start by visiting the Pabbly Connect website and signing into your account. If you are a new user, you can sign up for free and receive 100 free tasks every month.

Once logged in, you will see the Pabbly Connect dashboard. Here, click on the ‘Access Now’ button for Pabbly Connect. This will take you to the workflow creation area where you can set up your automation between Jotform and Zoho Marketing.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will appear asking for the workflow name and folder selection.

• Name your workflow as ‘Create Zoho Marketing Subscriber on Jotform Submission’.
• Select the folder where you want to save this workflow, such as ‘Jotform Automations’.

After naming your workflow and selecting a folder, click on the ‘Create’ button. This will establish the foundation for your automation process, which consists of a trigger and an action.

3. Setting Up the Trigger in Pabbly Connect

Now, it’s time to set up the trigger in Pabbly Connect. Select Jotform as your trigger application. The trigger event should be set to ‘New Response’. This means that whenever a new form submission occurs in Jotform, it will trigger the workflow.

Upon selecting the trigger application and event, Pabbly Connect will provide you with a unique webhook URL. Copy this URL as you will need it to connect your Jotform to Pabbly Connect. Navigate to your Jotform account, open the form you created, and go to the settings.

• Click on the ‘Settings’ button in Jotform.
• Select ‘Integrations’ from the left panel.
• Search for ‘Webhooks’ and click on it.

Paste the copied webhook URL into the field provided and click on the ‘Complete Integration’ button. This will establish the connection between Jotform and Pabbly Connect.

4. Testing the Integration with Jotform

With the webhook successfully added, it’s time to test the integration. In Pabbly Connect, you will see a message indicating that it is waiting for a webhook response. To test, publish your Jotform and fill it out with dummy data.

For example, input the following details:

First Name: Smart Last Name: Demo Email: [email protected] City: Indore State: Madhya Pradesh

After filling out the form, click on the submit button. Return to Pabbly Connect and check if the response from Jotform has been captured successfully. This confirms that the trigger is working correctly.

5. Setting Up the Action Step in Zoho Marketing

Now that the trigger is set, it’s time to configure the action step in Pabbly Connect. Select Zoho Marketing as the action application and choose the action event as ‘Subscribe Lead’. This will allow you to add the Jotform submitter as a subscriber in your Zoho Marketing account.

Click on the ‘Connect’ button and choose to add a new connection. Enter your Zoho domain, which you can find in the URL of your Zoho account. After pasting your domain, click on the ‘Save’ button and authorize the connection.

Select the list key you want to add the subscriber to, such as ‘Inova Tech’. Map the subscriber’s email, first name, last name, and phone number from the previous response captured from Jotform.

After mapping the required fields, click on the ‘Save and Send Test Request’ button. You should receive a confirmation message indicating that a confirmation email has been sent to the new subscriber.

Conclusion

In this tutorial, we successfully integrated Jotform with Zoho Marketing using Pabbly Connect. This automation allows you to effortlessly manage customer data by adding new subscribers directly to your marketing list upon form submission. With Pabbly Connect, you can streamline your workflows and enhance your customer engagement.