Automate Customer Addition to Zoho Campaigns with Pabbly Connect and Pabbly Form Builder

Learn how to automate adding customers to Zoho Campaigns using Pabbly Connect and Pabbly Connect. Follow this detailed tutorial for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating the process of adding customers to Zoho Campaigns, you need to access Pabbly Connect. Begin by visiting Pabbly’s website and navigate to the products section. Click on Pabbly Connect, which serves as the central platform for this integration.

If you are a new user, you can sign up for a free account. Once registered, you will have access to 100 free tasks every month. If you already have an account, simply log in and proceed to create a workflow.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the plus sign to create a new workflow. Name your workflow something relevant, such as ‘Pabbly Form Builder to Zoho Campaigns Integration.’ This will help you identify the workflow later.

Next, you will see a trigger window and an action window. The trigger indicates when the automation should start, while the action specifies what should happen. For this integration, choose Pabbly Form Builder as the trigger application and select the event as ‘New Form Submission.’

• Choose Pabbly Form Builder from the trigger options.
• Select the trigger event as New Form Submission.
• Copy the provided webhook URL for later use.

After setting up the trigger, you can proceed to configure your Pabbly Form Builder to capture customer details.

3. Configuring Pabbly Form Builder

In your Pabbly Form Builder account, select the form you want to use for capturing customer details. Click on the integrations option in the left sidebar, and then choose the form you want to set up the webhook for.

Click on the ‘Add Webhook’ button and paste the webhook URL you copied from Pabbly Connect. Save the changes to ensure that the form is now connected to Pabbly Connect.

• Select the specific form for integration.
• Add the copied webhook URL to the form settings.
• Save the integration settings to finalize the connection.

Once the webhook is set, perform a test submission on your form to ensure that Pabbly Connect captures the data correctly.

4. Adding Customers to Zoho Campaigns

Now that the form is set up, return to Pabbly Connect to configure the action step. Select Zoho Campaigns as the action application and choose the event as ‘Add or Update Subscriber.’ This action allows you to automatically add new subscribers to your Zoho Campaigns.

To connect your Zoho account, click on ‘Add New Connection’ and enter your Zoho domain. After connecting, you will need to select the list where you want the new subscribers to be added. Ensure you have a list created in Zoho Campaigns before proceeding.

Select Zoho Campaigns as the action application. Choose ‘Add or Update Subscriber’ as the action event. Map customer details from the form submission to the corresponding fields in Zoho.

Once all details are mapped, save the settings and perform a test to confirm that the integration works as intended.

5. Finalizing and Testing the Integration

After mapping all necessary fields and saving the workflow, it’s time to test the integration. Fill out the form again with a new customer’s details and submit it. Check your Zoho Campaigns account to see if the new subscriber appears in your contact list.

Remember, the customer will need to confirm their subscription via email before they are fully added to your list. This process ensures that you have permission to contact them. Once confirmed, you can view all details in your Zoho Campaigns contact list.

Submit a new entry in your Pabbly Form Builder. Check the email for subscription confirmation. Verify the new subscriber in your Zoho Campaigns account.

This completes the integration setup between Pabbly Form Builder and Zoho Campaigns using Pabbly Connect. You can now automate the process of adding customers seamlessly.

Conclusion

In this tutorial, we explored how to automate adding customers to Zoho Campaigns using Pabbly Connect and Pabbly Form Builder. By following these steps, you can efficiently manage your customer subscriptions and enhance your marketing efforts.