Automate Zoho CRM Contacts with Pabbly Connect from Website Form Submissions

Learn how to automatically create contacts in Zoho CRM using Pabbly Connect from website form submissions. Follow this step-by-step tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin creating contacts in Zoho CRM automatically from website form submissions, you first need to access Pabbly Connect. Start by navigating to Pabbly’s official website and signing up or logging into your existing account.

Once you are logged in, you will see the Pabbly Connect dashboard. Here, you can create a new workflow that connects your Elementor form with Zoho CRM. This integration will allow you to automate the contact creation process seamlessly.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button to initiate a new integration. You will be prompted to name your workflow, for example, ‘Create Contacts in Zoho CRM Automatically from Website Form Submissions.’ This name helps you identify the workflow later. using Pabbly Connect

• Click on the ‘Create’ button after naming your workflow.
• Select the trigger application as ‘Elementor’.
• Choose the event as ‘New Form Submission’.

After setting up the trigger, you will receive a webhook URL. This URL is essential for connecting your Elementor form to Pabbly Connect, ensuring that new submissions trigger the automation.

3. Setting Up Elementor Form with Pabbly Connect

Next, you need to integrate your Elementor form with the webhook URL provided by Pabbly Connect. Access your WordPress site and go to the Elementor editor where your form is located. Click on the form widget and navigate to the ‘Actions After Submit’ section.

• Select ‘Webhook’ as one of the actions after submission.
• Paste the webhook URL from Pabbly Connect into the webhook URL field.

Once you have configured the webhook, save your changes. This setup allows your Elementor form to send data directly to Pabbly Connect, which will then process it to create contacts in Zoho CRM.

4. Integrating Zoho CRM with Pabbly Connect

After setting up the Elementor form, the next step is to connect Zoho CRM to Pabbly Connect. In your workflow, add an action step by selecting Zoho CRM as the application. Choose the event as ‘Create Contact’ to specify what action should occur when a new form submission is received.

You will then need to connect your Zoho CRM account to Pabbly Connect. Enter your Zoho domain and authenticate your account. This step ensures that Pabbly Connect has the necessary permissions to create contacts in your Zoho CRM account.

5. Mapping Data and Testing the Integration

Now that both applications are connected, it’s time to map the data from your Elementor form to the fields in Zoho CRM. In the mapping section, you will see fields like first name, last name, email, and phone number. Map these fields accordingly to ensure accurate data transfer. using Pabbly Connect

Map the first name from the form to the first name field in Zoho CRM. Repeat this for last name, email, and phone number.

Once you have completed the mapping, it’s crucial to test the integration. Submit a test form through your Elementor form and check your Zoho CRM account to verify that the contact was created successfully. This step confirms that your automation is functioning correctly.

Conclusion

In this tutorial, you learned how to automate the process of creating contacts in Zoho CRM using Pabbly Connect from website form submissions. By following these detailed steps, you can streamline your workflow and enhance your productivity. Automating contact creation saves time and ensures that your CRM is always up-to-date with new leads.