How to Send Zoho Form Leads to Apollo.io Contacts Automatically Using Pabbly Connect

Learn how to automate sending Zoho Form leads to Apollo.io contacts using Pabbly Connect with this step-by-step tutorial. Streamline your workflow today! 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 send Zoho Form leads to Apollo.io contacts automatically, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing in or signing up for a free account. Once signed in, navigate to the Pabbly Connect dashboard where you can create your automation workflow.

After accessing your dashboard, locate the ‘Create Workflow’ button, which is essential for setting up your integration. This action will allow you to connect your Zoho Forms with Apollo.io using the powerful automation capabilities of Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button, and a prompt will appear asking for a name for your workflow. Name it something descriptive like ‘Send Zoho Form Leads to Apollo.io Contacts Automatically’.

• Choose a folder to organize your workflow.
• Select the Beta version for a modern interface.

After naming your workflow and selecting the appropriate folder, click on the ‘Create’ button. This sets the foundation for your integration to send Zoho Form leads seamlessly to Apollo.io.

3. Setting Up the Trigger for Zoho Forms

To initiate the automation process, you need to set up a trigger in Pabbly Connect. Click on the ‘Add Trigger’ button and select ‘Zoho Forms’ as your application. Then, choose the event ‘New Form Submitted’ to capture new leads.

Upon selecting the event, Pabbly Connect will provide you with a webhook URL. Copy this URL, as it will be used to connect your Zoho Forms account. Go to your Zoho Forms account and navigate to the integrations section to set up the webhook.

4. Configuring Apollo.io to Receive Leads

Next, you will configure Apollo.io to receive leads from Zoho Forms through Pabbly Connect. In your workflow, click on ‘Add Action’ and select ‘Apollo.io’ as the application. Choose the action event ‘Create Contact’ to add new leads directly into your Apollo account.

• Map the fields from Zoho Forms to Apollo.io, such as Name, Email, and Phone Number.
• Ensure all required fields are filled to avoid errors.

After mapping the necessary fields, click on the ‘Save and Send Test Request’ button. This will send a test lead to Apollo.io, ensuring that your integration is functioning correctly.

5. Testing the Automation Workflow

Finally, it’s time to test your automation workflow using Pabbly Connect. Go back to your Zoho Forms and submit a test entry to see if it gets captured by Apollo.io. After submitting, check your Apollo.io account for the new contact.

If everything is set up correctly, you should see the new contact reflecting in your Apollo.io account. This confirms that the integration between Zoho Forms and Apollo.io via Pabbly Connect is successful and working as intended.

Conclusion

In this tutorial, we explored how to send Zoho Form leads to Apollo.io contacts automatically using Pabbly Connect. By following these steps, you can streamline your lead management process effectively.