Automate Zoho Forms Submission to Apollo.io with Pabbly Connect

Learn how to automate the creation of Apollo.io contacts from Zoho Forms submissions using Pabbly Connect. Step-by-step tutorial included. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Zoho Forms and Apollo.io Integration

To automate the creation of Apollo.io contacts from Zoho Forms submissions, the first step is to access Pabbly Connect. This platform allows seamless integration between various applications, ensuring that your workflows run smoothly.

Start by visiting the Pabbly Connect homepage. If you are a new user, click on the ‘Sign Up Free’ button to create an account and get access to 300 tasks every month. Existing users should click on ‘Sign In’ to access their dashboard.

2. Creating a New Workflow in Pabbly Connect

Once you are signed into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard.

• Name your workflow something descriptive, like ‘Create Apollo.io Contact on Zoho Form Submission.’
• Select a folder to save your workflow, such as ‘Automations.’

After naming your workflow, click on the ‘Create’ button. This action sets up the basic structure for your automation, where you will define the trigger and action steps.

3. Defining the Trigger: Zoho Forms Submission

In this section, you will set up the trigger for your workflow. Select ‘Zoho Forms’ as your trigger application since you want to capture new form submissions.

Choose the trigger event as ‘New Form Submitted.’ This event will ensure that every time a new form is submitted via Zoho Forms, Pabbly Connect captures the response automatically. After selecting the trigger, you will receive a webhook URL.

• Copy the webhook URL provided by Pabbly Connect.
• Log into your Zoho Forms account and select the form you want to integrate.

In your Zoho Forms account, navigate to the ‘Integrations’ section, select ‘Webhooks,’ and paste the copied webhook URL into the designated field. Set the content type to ‘Application JSON’ and click ‘Save’ to finalize the integration.

4. Testing the Integration with a Form Submission

To ensure that your integration is working correctly, you need to perform a test submission on your Zoho Form. Fill out the form with sample data and click ‘Submit.’

After submitting the form, return to your Pabbly Connect dashboard. You should see a successful response indicating that the data from the Zoho Form has been captured. This confirms that the trigger is functioning as intended.

Check the response data in Pabbly Connect to ensure all fields are mapped correctly. If everything looks good, proceed to the next step of adding your action.

With the test submission successful, you can now move on to connecting your Apollo.io account to Pabbly Connect.

5. Connecting Apollo.io to Create Contacts

In this final step, select ‘Apollo.io’ as your action application within Pabbly Connect. Choose the action event ‘Create a Contact.’ This will ensure that every new form submission automatically creates a contact in your Apollo.io account.

To establish this connection, you will need your Apollo.io API key. Click the provided link to access your API management window, where you can copy your existing API key or generate a new one.

Paste the API key into Pabbly Connect to establish the connection. Map the required fields, such as first name, last name, and email, from the Zoho Forms submission data.

Once all required fields are mapped, click on ‘Save.’ Your integration is now complete, and any new submissions from your Zoho Form will create a contact in Apollo.io automatically.

Conclusion

By following this tutorial, you have successfully automated the process of creating Apollo.io contacts from Zoho Forms submissions using Pabbly Connect. This integration streamlines your lead management, ensuring that every submission is captured without manual effort, allowing you to focus on building relationships and growing your business.