Automate Zoho CRM with Pabbly Form Builder Leads Using Pabbly Connect

Learn how to seamlessly integrate Pabbly Connect with Zoho CRM using Pabbly Connect for automatic lead management. Follow our step-by-step tutorial! Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Zoho CRM Integration

To begin the automation process of integrating Pabbly Connect with Zoho CRM, first log in to your Pabbly Connect account. Once logged in, navigate to the dashboard where you can create a new workflow.

Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Pabbly Form Builder to Zoho CRM Automation.’ After naming your workflow, click on the ‘Create’ button to proceed with the setup.

2. Configuring the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. Select ‘Pabbly Form Builder’ as your trigger application. Then, choose the trigger event as ‘New Form Submission.’ This will allow Pabbly Connect to fetch data whenever a form is submitted.

• Select ‘New Form Submission’ from the trigger event options.
• Copy the generated Webhook URL provided by Pabbly Connect.
• Go to your Pabbly Form Builder dashboard and select the form you want to connect.

After copying the Webhook URL, navigate to the integrations section in your form settings and paste the URL into the designated field. This establishes the connection between Pabbly Connect and your form.

3. Testing the Trigger with Pabbly Connect

Once the Webhook is set up, it’s time to test the trigger. Click on the ‘Recaptcha Response’ button in Pabbly Connect and select ‘Yes’ to initiate the waiting process for a response. Now, fill out the form as a test submission to capture the lead data. using Pabbly Connect

For example, enter a name like ‘Aaron Smith,’ along with an email and phone number. After submitting the form, return to Pabbly Connect to check if the data has been captured successfully. You should see the details of the test lead displayed in the response section.

4. Adding Zoho CRM as an Action in Pabbly Connect

Next, you will set up Zoho CRM as the action application in Pabbly Connect. Search for ‘Zoho CRM’ in the action step and select it. Choose the action event as ‘Create Contact.’ This step allows you to automatically add the captured lead data into Zoho CRM.

• Select ‘Create Contact’ from the action event options.
• Connect to your Zoho CRM account by providing the required domain information.
• Map the lead data from the Pabbly Form Builder to the corresponding fields in Zoho CRM.

Ensure that all necessary fields like first name, last name, and email are correctly mapped. After mapping the data, click on ‘Save and Send Test Request’ to verify that the contact is created successfully in Zoho CRM.

5. Finalizing the Automation in Pabbly Connect

After successfully testing the connection with Zoho CRM, you can finalize the automation process in Pabbly Connect. Once the contact is created, you can verify this by checking the contacts list in your Zoho CRM account. You should see the newly added contact from your test submission.

This automation setup allows you to seamlessly collect leads via Pabbly Form Builder and automatically add them to Zoho CRM without any manual effort. Once configured, this automation will run continuously, saving you time and ensuring that no leads are missed.

Conclusion

In this tutorial, we explored how to integrate Pabbly Form Builder with Zoho CRM using Pabbly Connect. By following the detailed steps, you can automate your lead management process efficiently. This integration not only saves time but also enhances your CRM capabilities.