Automatically Send Sales Follow-Ups from Typeform Submissions

Learn how to automate sales follow-ups from Typeform submissions using Pabbly Connect to integrate Zoho CRM seamlessly. 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 Integration

To automate sales follow-ups from Typeform submissions, first, access Pabbly Connect by visiting the Pabbly website. If you are a new user, click on the ‘Sign Up Free’ button to create an account and receive 100 free tasks every month. Existing users can click on ‘Sign In’ to access their dashboard.

Once logged in, navigate to the Pabbly Connect application. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Choose between the new beta version or the classic version based on your preference. For this tutorial, we will use the beta version to create our integration.

2. Setting Up the Trigger in Pabbly Connect

In this step, we will set up the trigger for our workflow using Pabbly Connect. Click on the plus button to add a new application, and select Typeform as your trigger application. Choose the event ‘New Entry’ to capture submissions from your Typeform.

• Select the correct Typeform account by clicking on ‘Add New Connection’.
• Authorize Pabbly Connect to access your Typeform account.
• Select the specific form you created for lead capture.

After saving the configuration, you will need to submit a test entry through your Typeform to capture the response. This will verify that the trigger is set up correctly within Pabbly Connect.

3. Creating a Contact in Zoho CRM

Next, we will set up an action to create a contact in Zoho CRM using Pabbly Connect. Click on the plus button to add an action application and select Zoho CRM. Choose the event ‘Create Contact’ to automatically create a new contact for each Typeform submission.

To establish the connection, you will need to provide your Zoho CRM domain. Copy the domain from your Zoho CRM account and paste it into Pabbly Connect. After connecting, map the fields from the Typeform submission to the corresponding fields in Zoho CRM, such as first name, last name, email, and phone number.

• Map the lead source to the name of your Typeform.
• Ensure to include the service type selected by the lead in the description.

Once the mapping is complete, save the action. This integration ensures that every new lead from Typeform is automatically added as a contact in Zoho CRM through Pabbly Connect.

4. Creating a Follow-Up Task in Zoho CRM

After creating the contact, the next step is to create a follow-up task in Zoho CRM using Pabbly Connect. Click on the plus button again and select Zoho CRM as your action application. This time, choose the event ‘Create Task’. This will allow you to set a task for your sales team to follow up with the new lead.

Map the necessary fields for the task, such as the task owner, subject, and description. For the subject, you can include text like ‘Follow up with new Typeform lead’ along with the lead’s name. Set the priority and status for the task as needed.

Assign the task to the appropriate user in Zoho CRM. Include the same description used for the contact creation.

Once you have filled in all the details, save the task creation step. This completes the follow-up process, ensuring that your sales team is notified immediately through Pabbly Connect.

5. Testing the Integration

To ensure everything is set up correctly, it’s important to test your integration in Pabbly Connect. Submit a test entry through your Typeform and monitor the workflow in Pabbly Connect to see if a new contact and follow-up task are created in Zoho CRM.

If successful, you will see the new contact listed in your Zoho CRM, along with the follow-up task assigned to the appropriate sales representative. This confirms that your automation workflow is functioning as intended, providing instant follow-up for new leads.

In case of any issues, review each step in your Pabbly Connect workflow to ensure all mappings and connections are correctly configured.

Conclusion

By utilizing Pabbly Connect, you can effectively automate sales follow-ups from Typeform submissions to Zoho CRM. This integration streamlines the process, ensuring timely engagement with leads and enhancing conversion rates.