Learn how to automate the enrollment of Zenler users from Zoho Forms submissions using Pabbly Connect. Step-by-step guide included. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Automation
To automate the enrollment of Zenler users from Zoho Forms submissions, the first step is to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect website. Once there, you will have options to sign in or sign up for free.
If you are a new user, click on the ‘Sign Up for Free’ button to create your account. Existing users can simply click on ‘Sign In’ to access their dashboard. After signing in, click on the ‘Access Now’ button to enter your Pabbly Connect dashboard to start creating your automation.
2. Creating a Workflow in Pabbly Connect
After accessing your Pabbly Connect dashboard, you need to create a new workflow. Click on the ‘Create Workflow’ button, and a prompt will appear for you to name your workflow. Name it something descriptive, such as ‘How to Enroll Zenler User on Zoho Form Submission’ and select a folder to save it in. using Pabbly Connect
- Click on ‘Create’ to proceed.
- This will open the workflow window where you will set up your trigger and action.
In this workflow, the trigger will be a new submission in Zoho Forms, and the action will be to enroll a user in Zenler. This structured approach allows Pabbly Connect to automate the process efficiently.
3. Setting Up Zoho Forms as the Trigger
In your workflow, the first step is to select Zoho Forms as the trigger application. Search for ‘Zoho Forms’ and select it. You will then be prompted to choose the trigger event; select ‘New Form Submission’ to initiate the workflow whenever a form is submitted.
- Copy the provided webhook URL.
- Log into your Zoho Forms account and edit the form you want to integrate.
- In the Integrations tab, find Webhooks, enable it, and paste the copied URL.
Once you have completed these steps, save the settings in Zoho Forms. This establishes the connection between Zoho Forms and Pabbly Connect, allowing the automation to begin.
4. Testing the Webhook Connection
After setting up the webhook, it’s time to test the connection. You need to make a test submission on your Zoho form. Fill in the required fields, such as first name, last name, and email address, then click on the submit button. using Pabbly Connect
Once the submission is successful, return to your Pabbly Connect workflow. You should see that Pabbly Connect has captured the response from your test submission. This confirms that the trigger is working correctly and is ready to proceed to the next step.
5. Enrolling the Zenler User via Pabbly Connect
Now that you have successfully set up the trigger, it’s time to configure the action step to enroll a user in Zenler. Select Zenler as the action application and choose the event ‘Enroll User to a Course’.
You will need to connect your Zenler account by entering your API key and school name. Map the email address and other details from the previous step to ensure that the user is enrolled correctly.
After mapping the necessary details, click on ‘Save’ and then send a test request. If everything is configured correctly, you will see a success message indicating that the user has been enrolled. This completes the integration process using Pabbly Connect.
Conclusion
By following these steps, you can automate the enrollment of Zenler users from Zoho Forms submissions using Pabbly Connect. This integration streamlines your workflow, ensuring that users are enrolled in your courses effortlessly and without manual intervention.
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