Automate Your Workflow: Send Formstack Leads to Zoho Campaigns Using Pabbly Connect

Learn how to automate the integration of Formstack leads into Zoho Campaigns using Pabbly Connect. Step-by-step tutorial with detailed instructions. 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. Setting Up Pabbly Connect for Automation

To begin automating the process of sending Formstack leads to Zoho Campaigns, you first need to access Pabbly Connect. This platform allows you to create workflows that integrate various applications seamlessly.

Start by logging into your Pabbly Connect account. If you don’t have an account yet, you can create one quickly. After logging in, you will be directed to the dashboard where you can create a new workflow.

2. Creating a Workflow in Pabbly Connect

Once you are on the dashboard of Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, name it ‘Add Formstack Leads into Zoho Campaigns Automatically’.

• Click on the ‘Create’ button.
• You will see options for ‘Trigger’ and ‘Action’.

Next, set up your trigger. Choose ‘Formstack’ as your trigger application and select the event as ‘New Form Submission’. This will initiate the workflow whenever a new lead is submitted through your Formstack form.

3. Connecting Formstack to Pabbly Connect

In this step, you will connect your Formstack account to Pabbly Connect. After selecting Formstack as your trigger, click on ‘Connect’. Choose ‘Add New Connection’ and authorize Pabbly Connect to access your Formstack account.

Once authorized, you will need to select the specific form you want to use for lead collection. Choose the appropriate form from your Formstack account and click on ‘Save & Send Test Request’. This will allow Pabbly Connect to capture the data from a test submission.

4. Adding Leads to Zoho Campaigns via Pabbly Connect

After capturing the lead data, the next step is to connect to Zoho Campaigns. In the action step of your workflow, search for ‘Zoho Campaigns’. Select it and then choose the action event as ‘Add or Update Subscriber’. This will allow you to add leads as subscribers in your Zoho Campaigns account. using Pabbly Connect

• Click on ‘Connect’ and select ‘Add New Connection’.
• Enter your Zoho account domain and authorize the connection.

Once connected, select the list in Zoho Campaigns where you want to add your leads. Map the lead details from Formstack to the corresponding fields in Zoho Campaigns, ensuring all necessary fields are filled out correctly.

5. Testing the Integration with Pabbly Connect

Finally, it’s important to test your integration. Click on ‘Save & Send Test Request’ after mapping the fields. This will send a test lead from Formstack to Zoho Campaigns. You should see a confirmation email sent to the lead’s email address, requiring them to confirm their subscription. using Pabbly Connect

Once the lead confirms their subscription, they will be added to your specified list in Zoho Campaigns. You can verify this by refreshing the contacts page in your Zoho Campaigns account to see the new subscriber listed.

Conclusion

In this tutorial, we explored how to automate the process of sending Formstack leads to Zoho Campaigns using Pabbly Connect. By following the steps outlined, you can save time and streamline your lead management process effectively.

With Pabbly Connect, integrating applications like Formstack and Zoho Campaigns becomes effortless, allowing you to focus on your business growth rather than manual data management.