Community Node Disclaimer: As this workflow relies on a community node, it is limited to self-hosted environments.
How It Works:
Jotform Webinar Registry Integration: This workflow streamlines the process of handling webinar registrations submitted via JotForm. It ensures the data is correctly formatted and seamlessly integrates with KlickTipp.
Data Transformation: Input data is validated and transformed to meet KlickTipp’s API requirements, including formatting phone numbers, converting dates, and validating URLs.
Key Features
JotForm Trigger:
Data Processing:
Subscriber Management in KlickTipp:
Error Handling:
Setup Instructions
Install and Configure Nodes:
Custom Field Preparation in KlickTipp:
Create the necessary custom fields to match the data structure:
Name | Datentyp |
---|---|
Jotform_URL_Linkedin | URL |
Jotform_Workexperience_in_Years | Dezimalzahl |
Jotform_Webinar_start_timestamp | Datum & Zeit |
Jotform_Questions/Notes | Absatz |
Jotform_webinar | Zeile |
Jotform_reminder | Zeile |
After creating fields, allow 10-15 minutes for them to sync. If fields don’t appear, reconnect your KlickTipp credentials.
Field Mapping and Adjustments:
Verify and customize field assignments in the workflow to align with your specific form and subscriber list setup.
Workflow Logic
Trigger via JotForm Submission: A new form submission from JotForm initiates the workflow
Data Transformation: Processes raw form data to ensure compatibility with KlickTipp’s API.
Add to KlickTipp Subscriber List: Adds participants to the designated KlickTipp list, including webinar-specific details.
Get all tags from KlickTipp and create a list:
Fetches all existing Tags and turns them into an array
Define tags to dynamically set for contacts: Definiton of variables that are received from the form submission and should be converted into tags
Merge tags of both lists: Checks whether the list of existing tags in KlickTipp contains the tags which should be dynamically set based on the form submission
Tag creation and tagging contacts: Creates new tags if it previously did not exist and then tags the contact
Benefits
Efficient lead generation: Contacts from forms are automatically imported into KlickTipp and can be used immediately, saving time and increasing the conversion rate.
Automated processes: Experts can start workflows directly, such as welcome emails or course admissions, reducing administrative effort.
Error-free data management: The template ensures precise data mapping, avoids manual corrections and reinforces a professional appearance.
Testing and Deployment:
Test the workflow by filling the form on Jotform and verifying data updates in KlickTipp.
Notes:
Customization: Update field mappings within the KlickTipp nodes to align with your account setup. This ensures accurate data syncing.