How to Create Zoho CRM Lead & ActiveCampaign Contact on Elementor Form Submission Using Pabbly Connect

Learn how to automate the creation of Zoho CRM leads and ActiveCampaign contacts from Elementor form submissions using Pabbly Connect. Step-by-step tutorial included. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To create a seamless workflow for generating Zoho CRM leads and ActiveCampaign contacts from Elementor form submissions, the first step is to set up Pabbly Connect. This automation platform allows you to integrate various applications effortlessly.

Begin by signing up for a free Pabbly Connect account. Once your account is created, navigate to the dashboard. Here, you will need to create a new workflow. Click on the ‘Create Workflow’ button and provide a name for your workflow, such as ‘Elementor to Zoho CRM and ActiveCampaign’. After naming, select the appropriate folder for your Pabbly Connect account and click ‘Create’.

2. Connecting Elementor Form to Pabbly Connect

Next, it’s crucial to connect your Elementor form to Pabbly Connect. This connection will allow Pabbly to capture form submissions automatically. Start by selecting the trigger application; in this case, search for ‘Elementor’ and select it.

• Choose the trigger event as ‘New Form Submission’.
• Pabbly Connect will provide a webhook URL.
• Copy the webhook URL and navigate to your Elementor form settings.

In Elementor, edit your form and go to the ‘Actions After Submit’ section. Add a new action by selecting ‘Webhook’ and paste the copied URL. After saving these settings, your Elementor form will be connected to Pabbly Connect, ready to send data upon submission.

3. Creating a Lead in Zoho CRM

Once your Elementor form is connected, the next step involves creating a lead in Zoho CRM using Pabbly Connect. In the Pabbly Connect workflow, add an action step and choose ‘Zoho CRM’ as the app.

Select the action event as ‘Insert or Update Record’. Click on ‘Connect’ and then add a new connection. You will need to enter your Zoho CRM domain, which can be found in your Zoho account URL. After entering your domain, click ‘Save’ to establish the connection.

• Choose the module name as ‘Leads’.
• Map the fields from the Elementor form responses to the corresponding fields in Zoho CRM.
• Set the duplicate check field to ‘Email’ to manage existing leads.

After mapping all necessary fields, click on ‘Save and Send Test Request’. This will create a lead in Zoho CRM based on the information submitted through your Elementor form.

4. Adding Contact to ActiveCampaign

The final step is to add the same lead as a contact in ActiveCampaign through Pabbly Connect. Add another action step in your workflow and select ‘ActiveCampaign’.

Choose the action event ‘Create or Update Contact’ and connect your ActiveCampaign account. You will need to provide your API key and URL, which can be found in the ActiveCampaign settings under the Developer section.

Map the contact fields such as email, first name, and last name from the Elementor form responses. Select the contact list where you want to add the new contact. Click on ‘Save and Send Test Request’ to create the contact in ActiveCampaign.

After completing these steps, you will have successfully added a new contact in ActiveCampaign using the details from your Elementor form submission.

5. Testing the Automation Workflow

Now that your workflow is set up, it’s time to test the entire automation process using Pabbly Connect. Submit a new entry through your Elementor form to see if the data flows into both Zoho CRM and ActiveCampaign.

After submitting the form, check your Zoho CRM leads section to confirm that the new lead appears with the correct information. Similarly, verify in ActiveCampaign that the new contact has been created successfully with all mapped details.

This testing phase ensures that your automation is functioning correctly and that every form submission results in a lead in Zoho CRM and a contact in ActiveCampaign. If everything works as expected, your automation is ready for regular use!

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the creation of leads in Zoho CRM and contacts in ActiveCampaign from Elementor form submissions. By following these steps, you can streamline your lead management process effectively.

Utilizing Pabbly Connect not only saves time but also ensures that your data flows seamlessly between applications, enhancing your overall productivity.