Connect Zoho Forms with HubSpot CRM Easily Using Pabbly Connect

Learn how to connect Zoho Forms with HubSpot CRM easily using Pabbly Connect. Follow this detailed tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To connect Zoho Forms with HubSpot CRM easily, you first need to access Pabbly Connect. Start by visiting Pabbly.com/connect in your browser. This will take you to the Pabbly Connect homepage where you can either sign up for a free account or log in if you are an existing user.

After logging in, you will see the Pabbly apps window. Click on the ‘Access Now’ button under Pabbly Connect to reach the dashboard. This is where you will create the automation workflow to link your Zoho Forms with HubSpot CRM.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button located at the top right corner. You will be prompted to choose between the new beta and classic workflow builder. For this tutorial, select the beta version for a modern experience. using Pabbly Connect

• Name your workflow as ‘Connect Zoho Forms with HubSpot CRM Easily’.
• Select a folder to save your workflow; for instance, choose ‘Automations’.

After setting up the workflow name and folder, click on the ‘Create’ button. This establishes the framework for your automation, which will be triggered by new form submissions from Zoho Forms.

3. Setting Up the Trigger in Pabbly Connect

To initiate the automation, click on the ‘Add Trigger’ button. Choose ‘Zoho Forms’ as the application and select ‘New Form Submitted’ as the event. Click on the ‘Connect’ button to generate a webhook URL, which will facilitate the connection between Zoho Forms and Pabbly Connect.

Copy the webhook URL provided. Navigate to your Zoho Forms account and select the form you wish to connect. Click on the ‘Edit’ option, then go to the ‘Integrations’ section. Here, select ‘Webhooks’ and paste the copied URL into the existing webhook URL field.

4. Configuring the Webhook in Zoho Forms

In the Zoho Forms integration settings, ensure the content type is set to ‘application/json’ and the authorization type is set to ‘general’. Add the necessary payload parameters that match your form fields, such as first name, last name, email, phone number, and organization name.

• Remove any previous webhook URL if present.
• Click ‘Save’ to finalize the webhook configuration.

After saving, return to Pabbly Connect, where it will be waiting for a webhook response. To test this, submit a dummy response through your Zoho form and check if the data is received in Pabbly Connect.

5. Adding Action Step to Create a Contact in HubSpot CRM

Once the webhook response is received, you will add an action step to create a new contact in HubSpot CRM. Select ‘HubSpot CRM’ as the application and choose ‘Create a Contact’ as the action event. Click on ‘Connect’ to link your HubSpot CRM account with Pabbly Connect.

If you are not logged in, you will need to enter your HubSpot credentials. Once connected, map the fields from the webhook response to the corresponding fields in HubSpot, such as company name, email address, and phone number. Finally, click on ‘Save and Send Request’ to create the contact.

After completing these steps, verify in your HubSpot CRM account that the new contact has been created successfully. This confirms that the integration between Zoho Forms and HubSpot CRM using Pabbly Connect is working flawlessly.

Conclusion

Integrating Zoho Forms with HubSpot CRM using Pabbly Connect allows for seamless data transfer and automation of contact creation. By following the outlined steps, you can easily set up this integration and enhance your workflow efficiency.