Introduction
You can automate your lead capture process by linking your Jotform form to LeadExec using Zapier. This integration leverages Jotform’s dedicated Zapier connectivity alongside LeadExec’s webhook posting instructions. Once a Zap has been properly set up, no additional manual work is needed.
Step 1: Generate Posting Instructions in LeadExec
Before you begin with Zapier, log into your LeadExec account and generate your posting instructions:
Go to the Campaign List or Lead Source Details page.
Click the “Posting Instructions” option from the top menu.
Save the posting instructions as a PDF or Excel file. These instructions provide the necessary details for field mapping and endpoint information.
Step 2: Log Into Zapier and Create a New Zap
Log into your Zapier account
Click the Create Zap button to start a new automation. This Zap will bridge your Jotform submissions with LeadExec.
Step 3: Integrate Jotform with Zapier
A. Accessing Jotform’s Integration Settings:
Open Form Builder: Log into your Jotform account and open the form you wish to integrate.
Navigate to Settings: In the Form Builder, click the Settings tab.
Open Integrations: On the left-hand menu, select Integrations.
Here, you will see a list of available integrations, including dedicated options for Zapier.
B. Connecting to Zapier:
Search for Zapier: Use the search bar to locate the Zapier integration.
Initiate Connection: Click the Connect to Zapier button.
You will be prompted to authorize the connection by logging into your Zapier account to ensure that Jotform is permitted to share form submission data.
C. Selecting the Trigger in Jotform:
Choose Your Form: After connecting, Jotform will automatically select the current form as the trigger and click continue to proceed.
Test the Trigger: Zapier will require you to test the trigger. Submit a test entry using your Jotform form. Zapier will then verify that it can capture the submission data correctly.
Review Data Fields: Once the test is successful, Zapier will display the field names (e.g., first name, last name, email, phone, etc.), which you will later map to LeadExec.
Step 4: Set Up the Zap
Back in Zapier, select LeadExec as Action App: In your Zap, add an action step and select Webhooks by Zapier as the trigger app.
Choose "Catch Hook" as the trigger event LeadExec.
Copy the provided endpoint URL—this is the URL where you’ll post your leads to Zapier.
Choose “Create Lead”: Select the “Create Lead” action event.
Connect LeadExec Account: Log into your LeadExec account when prompted to authorize the connection.
Map Data Fields: Using the posting instructions generated earlier:
Map the Jotform field names (as shown in your test trigger data) to the corresponding LeadExec fields.
Ensure that required fields such as lead source, campaign, and contact details are correctly paired.
Configure Additional Settings: If needed, adjust any custom fields or additional options provided by LeadExec to tailor the integration to your needs.
Step 5: Test the Integration
Click the test button within Zapier to submit a sample lead from your Jotform form to LeadExec. Verify that the lead data is posted correctly in your LeadExec account. This step is crucial to ensure that the mapping and the data flow work as expected.
Step 6: Enable Your Zap
Once the test is successful, click Turn on Zap. Your automation is now active, and every new submission from your Jotform form will be automatically sent to LeadExec.
Conclusion
You've streamlined your lead capture process by generating posting instructions in LeadExec, setting up your Jotform trigger in Zapier, and configuring the LeadExec action. Please remember that making sure the proper setup of your integrations will ensure the proper flow of leads into LeadExec and reduce the need for any additional manual work.
What’s Next?
After setting up your integration, it’s important to ensure your leads meet compliance standards and are properly certified. Here are the next steps to take:
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