Automatically Send Form Responses to CRM

Learn how to automatically send form responses to your CRM using Pabbly Connect. Follow this step-by-step tutorial for seamless integration with Zoho Begin. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automatically send form responses to your CRM, start by accessing Pabbly Connect. If you are an existing user, simply log into your account and navigate to the workflow builder. For new users, open a new browser tab and visit pabbl.com/connect to access the landing page of Pabbly Connect.

In the top right corner, you will find the option to ‘Sign Up for Free.’ Click this to create your account. You will receive 100 free tasks per month, allowing you to send up to 100 form responses to your CRM at no cost. Once you are familiar with Pabbly Connect, you can explore subscription plans for additional features.

2. Creating Your Workflow in Pabbly Connect

Now that you are logged into Pabbly Connect, you need to create a workflow. Click on the ‘Add Trigger’ button within the workflow builder. For the trigger application, search for ‘JotForm’ and select it. Choose the event as ‘New Response’ and click on ‘Connect’ to proceed.

• Search for ‘JotForm’ as the trigger application.
• Select the event ‘New Response’.
• Click on ‘Connect’ to generate a webhook URL.

Copy the generated webhook URL and navigate to your JotForm settings. Under the integrations section, search for ‘Webhooks’ and paste the URL you copied. Click on ‘Complete Integration’ to finalize the setup. This connects your JotForm to Pabbly Connect, enabling automatic data transfer.

3. Testing the Integration with JotForm

With the integration set up, it’s time to test it. Open your JotForm and fill out the form as a new user. Enter all the required details, such as name, email, and company information, then submit the form. This action will trigger Pabbly Connect to capture the response.

Once you submit the form, return to your workflow in Pabbly Connect. You should see the captured response displayed in the workflow. This confirms that the connection between JotForm and Pabbly Connect is functioning correctly.

4. Adding Zoho Begin as an Action Step

Next, you will add Zoho Begin as the action application in your workflow. Click on ‘Add New Action Step’ and search for ‘Zoho Begin’. Select it and choose the event ‘Create Contact’. Click on ‘Connect’ to establish the connection.

• Search for ‘Zoho Begin’ as the action application.
• Select the event ‘Create Contact’.
• Connect to your Zoho Begin account.

If you have previously connected Zoho Begin, select the existing connection. Otherwise, create a new connection by entering your domain from the Zoho Begin account. After saving, grant Pabbly Connect the necessary permissions to access your data.

5. Mapping Data from JotForm to Zoho Begin

After establishing the connection with Zoho Begin, you need to map the data from the JotForm response. This process allows Pabbly Connect to dynamically insert data into Zoho Begin. Start by selecting the owner and mapping the fields from the previous step.

To map the data, type a slash and search for the corresponding details you wish to insert. Ensure you only map the necessary fields required to create a contact. Once all the details are mapped, click on ‘Save and Send Test Request’ to finalize the integration.

Upon successful execution, check your Zoho Begin account to see if the new contact has been created with the details from the JotForm response. This confirms that your workflow is complete and functioning as intended using Pabbly Connect.

Conclusion

In this tutorial, you learned how to automatically send form responses to your CRM using Pabbly Connect. By integrating JotForm with Zoho Begin, you can streamline your data management process and ensure that all responses are captured efficiently. Explore Pabbly Connect for more automation opportunities in your business.