Learn how to integrate Gravity Form with Zoho CRM to create accounts for new leads using Pabbly Connect. Follow our step-by-step tutorial for seamless automation.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To start integrating Gravity Form with Zoho CRM, the first step is to access Pabbly Connect. This platform allows you to automate workflows effortlessly. Simply visit the Pabbly Connect website and sign in to your account or create a new one if you don’t have it yet.
Once logged in, you will be directed to the dashboard. Here, you can create a new workflow that connects Gravity Form submissions to Zoho CRM. Pabbly Connect acts as the bridge between these applications, enabling seamless data transfer.
2. Creating a New Workflow in Pabbly Connect
After accessing your Pabbly Connect dashboard, click on the ‘Create Workflow’ button to begin. This action will prompt you to name your workflow, which should reflect its purpose, such as ‘Gravity Form to Zoho CRM Integration’. This helps in identifying your workflow later. using Pabbly Connect
- Click on the ‘Create’ button to proceed.
- Select ‘Gravity Forms’ as the trigger application.
- Choose the trigger event, which is ‘New Form Submission’.
Once you’ve set up the trigger, Pabbly Connect will ask you to connect your Gravity Forms account. This involves providing the necessary API keys or authentication details. After connecting, you can set up the specific form you want to monitor for submissions.
3. Setting Up Zoho CRM Integration
Now that you have set up the Gravity Forms trigger, the next step is to integrate with Zoho CRM using Pabbly Connect. Select Zoho CRM as the action application. This step is crucial as it dictates what happens when a new form submission occurs.
Choose the action event ‘Create Account’ in Zoho CRM. This is where the details from the Gravity Form submission will be sent to create a new account. You will need to map the fields from your Gravity Form to the corresponding fields in Zoho CRM.
- Map fields like Name, Email, and Company from Gravity Form to Zoho CRM.
- Ensure that all required fields in Zoho CRM are filled out properly.
After mapping, Pabbly Connect will allow you to test the integration. This is an important step to ensure that data is being sent correctly from Gravity Forms to Zoho CRM.
4. Testing the Integration
Once you have set up the integration between Gravity Forms and Zoho CRM using Pabbly Connect, it’s time to test it. Submit a test entry through your Gravity Form to see if the data flows into Zoho CRM as expected. This step is crucial to confirm that everything is working correctly.
Check your Zoho CRM account to verify if the new account has been created with the details you submitted. If everything is in order, you will see a new entry reflecting the test submission. If there are any issues, Pabbly Connect provides error logs to help you troubleshoot.
5. Conclusion
Integrating Gravity Forms with Zoho CRM using Pabbly Connect streamlines the process of creating new accounts for leads. This automation saves time and reduces the risk of manual errors. By following the steps outlined above, you can efficiently set up this integration and enhance your lead management process.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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With Pabbly Connect, your data flows seamlessly between Gravity Forms and Zoho CRM, ensuring that you never miss a lead and can focus on growing your business.