How to Enroll TagMango User on Zoho Forms Submission Using Pabbly Connect

Learn how to automate user enrollment from Zoho Forms to TagMango using Pabbly Connect. Step-by-step guide for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating your user enrollment process, the first step is to access Pabbly Connect. This platform allows seamless integration between Zoho Forms and TagMango.

Simply go to the Pabbly website and sign in to your account. If you’re a new user, you can sign up for free to explore the features. Once logged in, navigate to the Pabbly Connect dashboard to begin creating your workflow.

2. Creating a Workflow in Pabbly Connect

After accessing your dashboard, click on the ‘Create Workflow’ button to initiate a new automation. Name your workflow ‘How to Enroll TagMango User on Zoho Forms Submission’ and select the appropriate folder to save it. using Pabbly Connect

• Click on ‘Create’ to open the workflow window where you will define your trigger and action.
• Select Zoho Forms as your trigger application, which will initiate the workflow.

This setup allows Pabbly Connect to monitor your Zoho Forms submissions and trigger actions in TagMango accordingly.

3. Setting Up Zoho Forms Trigger in Pabbly Connect

In the workflow window, after selecting Zoho Forms, choose the trigger event as ‘New Form Submitted’. This event will activate the workflow whenever someone submits the form.

Pabbly Connect will provide a webhook URL that you need to copy. This URL will be used to connect your Zoho Forms with Pabbly Connect. Log into your Zoho Forms account, select the form you want to integrate, and navigate to the integration settings.

• Enable the webhook and paste the copied URL into the webhook URL field.
• Set the content type to application/json and authorization type to None.

By completing these steps, you establish a connection between Zoho Forms and Pabbly Connect, allowing data to flow seamlessly.

4. Enrolling TagMango User via Pabbly Connect

Once your trigger is set up, it’s time to define the action. Select TagMango as the action application and choose ‘Enroll User’ as the action event. This action will add a new user to your TagMango account based on the details submitted in Zoho Forms. using Pabbly Connect

To connect TagMango, you’ll need to provide an API key. Obtain this key from your TagMango dashboard under the platform integration section. After entering the API key, map the fields from the Zoho Forms submission to the corresponding fields in TagMango.

Map the first name, last name, phone number, and email address from the Zoho Forms response. You can also specify the Mango ID, which can be selected from your TagMango account.

After mapping these fields, Pabbly Connect will ensure that every new form submission automatically enrolls a user in TagMango.

5. Testing the Integration Workflow

To ensure everything is functioning correctly, perform a test submission through your Zoho Forms. Fill out the form with sample data and submit it. Once submitted, Pabbly Connect will capture this data and trigger the action to enroll the user in TagMango.

Check your TagMango account to verify that the new user has been created with the details you submitted. This confirms that the integration is working as intended, with Pabbly Connect automating the entire process.

For future submissions, Pabbly Connect will continue to run this workflow in the background, ensuring new users are enrolled automatically without manual intervention.

Conclusion

Using Pabbly Connect, you can efficiently automate the enrollment of TagMango users from Zoho Forms submissions. This integration saves time and enhances the user onboarding process, allowing you to focus on other important tasks.