How to Sync Gravity Forms Data with Zoho CRM

Learn how to sync Gravity Forms data with Zoho CRM using Pabbly Connect. This step-by-step tutorial guides you through the integration process seamlessly. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin syncing Gravity Forms data with Zoho CRM, you need to access Pabbly Connect. If you are a new user, visit Pabbly.com/connect to sign up for a free account, which offers hundreds of tasks every month.

For existing users, simply log in to your Pabbly Connect dashboard and navigate to the workflow builder. This is where you will set up the automation process to connect Gravity Forms and Zoho CRM.

2. Creating a New Workflow in Pabbly Connect

Once you are in the workflow builder of Pabbly Connect, click on the ‘Add Trigger’ button to start creating your automation. You will need to select ‘Gravity Forms’ as the trigger application and choose the event as ‘New Response’.

• Select ‘Gravity Forms’ as the trigger application.
• Choose ‘New Response’ as the event.
• Click on ‘Connect’ to obtain the webhook URL.

After clicking ‘Connect’, a webhook URL will be generated. This URL is crucial for linking Gravity Forms to Pabbly Connect and will be used in the next steps.

3. Setting Up Gravity Forms with Pabbly Connect

Now, navigate to your WordPress dashboard to configure Gravity Forms. Ensure that you have the Webhooks add-on installed. If not, go to ‘Plugins’ and install the Webhooks plugin.

After installation, activate the Webhooks plugin and go to the specific form you want to automate. In the form settings, find the ‘Webhooks’ option. Here, add a new webhook by entering the name, pasting the webhook URL from Pabbly Connect, and setting the request method to POST.

• Enter a name for the webhook, e.g., ‘New Contact’.
• Paste the webhook URL from Pabbly Connect.
• Set the request format to JSON.

Save the settings, and your Gravity Forms will now send data to Pabbly Connect whenever a new response is submitted.

4. Capturing Webhook Response in Pabbly Connect

To capture the webhook response, return to Pabbly Connect and click on the preview button in your Gravity Forms. Fill out the form as a test user and submit it. This action will trigger the webhook and send the data to Pabbly Connect.

Once the form is submitted, you should see that Pabbly Connect has successfully captured the response, displaying all the filled details such as email, name, and other information. This is the first step in ensuring that data is transferred to Zoho CRM.

5. Creating a Contact in Zoho CRM Using Pabbly Connect

Next, we will set up the action step to create a new contact in Zoho CRM. In the Pabbly Connect workflow, click on ‘Add New Action Step’ and select ‘Zoho CRM’ as the action application.

Choose ‘Create Contact’ as the event and click on ‘Connect’. If you have not created a connection with Zoho CRM before, you will need to enter your Zoho domain. This can be found in the URL of your Zoho CRM account.

Enter your Zoho domain (e.g., zoho.in). Grant permissions for Pabbly Connect to access your Zoho CRM data. Map the necessary fields from Gravity Forms to Zoho CRM.

After mapping the fields such as first name, last name, and email, click on ‘Save and Send Test Request’. This will create a new contact in Zoho CRM based on the data received from Gravity Forms.

Conclusion

In this tutorial, we’ve successfully demonstrated how to sync Gravity Forms data with Zoho CRM using Pabbly Connect. By following the steps outlined, you can automate the process of creating new contacts in Zoho CRM whenever a new registration is submitted through Gravity Forms. This integration not only saves time but also enhances your data management efficiency.