Automatically Add Typeform Submissions to Zoho CRM Using Pabbly Connect

Learn how to automatically add Typeform submissions to Zoho CRM using Pabbly Connect in this detailed step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automatically add Typeform submissions to Zoho CRM, you first need to access Pabbly Connect. Start by opening your web browser and navigating to the Pabbly Connect landing page at Pabbly.com/connect. This platform facilitates seamless integration between different applications.

Once on the Pabbly Connect page, you will see options to sign in or sign up. If you’re a new user, click on the ‘Sign Up for Free’ button to create an account and receive 100 free tasks each month. Existing users should select ‘Sign In’ to access their dashboard.

2. Creating a Workflow in Pabbly Connect

After signing in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. This is where you will set up the connection between Typeform and Zoho CRM. using Pabbly Connect

• Click on ‘Create Workflow’
• Enter a name for your workflow
• Select a folder to save your workflow

Once you’ve named your workflow and selected a folder, click on the ‘Create’ button. This will open the workflow window where you can set up the trigger and action for your automation.

3. Setting Up the Trigger with Typeform

To begin the automation process, you need to set up the trigger in Pabbly Connect. Click on the ‘Add Trigger’ button and select Typeform as your trigger application. This tells Pabbly Connect to listen for new submissions from your Typeform.

For the trigger event, choose ‘New Entry’ and click ‘Connect’. You will then be prompted to add a new connection to Typeform. Click on ‘Add New Connection’ and authorize Pabbly Connect to access your Typeform account. Once connected, select the specific form you want to use for this automation.

4. Setting Up the Action with Zoho CRM

After successfully setting up the trigger, it’s time to configure the action in Pabbly Connect. Click on ‘Add Action’ and select Zoho CRM as your action application. This step allows you to create a new contact in Zoho CRM whenever a new Typeform submission is received.

• Select ‘Create Contact’ as the action event
• Connect your Zoho CRM account
• Map the fields from Typeform to Zoho CRM

After mapping the required fields such as first name, last name, email, and phone number, click on ‘Save and Send Test Request’. This will send a test contact to Zoho CRM to ensure everything is working correctly.

5. Finalizing the Automation

Once you have completed the setup, it’s crucial to test the entire workflow. Go back to your Typeform and submit a new entry to see if it gets added to Zoho CRM automatically. Refresh your Zoho CRM contacts page to check for the new contact. using Pabbly Connect

If everything is configured correctly, you should see the new contact created in your Zoho CRM account with the details from the Typeform submission. This automation allows you to streamline your lead management process and ensures that no leads are missed.

Conclusion

In this tutorial, we explored how to automatically add Typeform submissions to Zoho CRM using Pabbly Connect. By following these steps, you can easily set up an automated workflow that saves time and enhances your business efficiency.