Integrate Jotform Leads to Zoho Campaigns Using Pabbly Connect

Learn how to automate adding Jotform leads to Zoho Campaigns with Pabbly Connect in this detailed tutorial. Step-by-step guide included. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Jotform and Zoho Campaigns Integration

To begin the integration process, you first need to access Pabbly Connect. Sign up for a free account if you haven’t already. This platform enables seamless automation between Jotform and Zoho Campaigns, allowing you to automatically add leads to your email marketing tool.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow, for example, ‘Add Leads from Jotform Responses to Zoho Campaigns,’ and click ‘Create’. This sets the stage for your automation process.

2. Configuring Jotform as the Trigger in Pabbly Connect

Next, you will configure Jotform as the trigger application in Pabbly Connect. Select Jotform from the list of applications and choose the trigger event as ‘New Response’. This action will initiate the workflow whenever a new form submission is received.

• Select Jotform as the trigger application.
• Choose ‘New Response’ as the trigger event.
• Copy the generated webhook URL for later use.

After selecting the trigger, you will receive a webhook URL. This URL is essential for connecting Jotform to Pabbly Connect. Copy this URL and head to your Jotform dashboard to integrate it as a webhook.

3. Integrating Jotform with Pabbly Connect

In your Jotform dashboard, locate the form you want to connect. Click on the ‘More’ button, then select ‘Settings’. Under the settings, navigate to ‘Integrations’ and find the webhooks option.

• Click on ‘Integrations’ in the settings menu.
• Select ‘Webhooks’ and paste the copied URL.
• Complete the integration to establish the connection.

By completing these steps, you will enable Jotform to send data to Pabbly Connect whenever a form is submitted. Perform a test submission to ensure that the data is correctly captured in Pabbly Connect.

4. Adding Zoho Campaigns as the Action in Pabbly Connect

Now that Jotform is set up as the trigger, the next step is to add Zoho Campaigns as the action application. In Pabbly Connect, search for Zoho Campaigns and select it. Choose ‘Add or Update Subscriber’ as the action event.

Click on ‘Connect’ to establish a connection with your Zoho account. You will be prompted to enter the domain of your Zoho account, such as ‘zoho.in’. After entering the domain, click ‘Save’ and authorize the connection. This integration will allow you to add new subscribers directly from Jotform responses to your Zoho Campaigns.

5. Mapping Data to Zoho Campaigns in Pabbly Connect

Once the connection to Zoho Campaigns is established, you’ll need to map the data from Jotform to Zoho Campaigns. This includes details such as first name, last name, and email address of the lead. Click on the respective fields and select the corresponding data from the Jotform response. using Pabbly Connect

Map the first name, last name, and email address fields from Jotform. You can also map the phone number if available. Leave optional fields blank if not needed.

After mapping the data, click on ‘Save and Send Test Request’ to verify the integration. If successful, a confirmation email will be sent to the new subscriber, completing the automation setup. This integration ensures that all Jotform leads are automatically added to your Zoho Campaigns for efficient email marketing.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of sending Jotform leads to Zoho Campaigns. By following the steps outlined, you can streamline your email marketing efforts and ensure that every lead is captured efficiently. With Pabbly Connect, you can enhance your marketing strategy without any coding skills.