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Automatically Capture Leads from Your Website Forms

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Lead Capture

To start capturing leads automatically from your website forms, you need to access Pabbly Connect. Simply open a new tab and type ‘pabbly.com/connect’ in your browser’s address bar. This will take you to the Pabbly Connect landing page.

Once on the page, if you are a new user, click on the ‘Sign Up for Free’ button. This will allow you to create an account and access 100 free tasks each month. Existing users should click on the ‘Sign In’ button to access their dashboard.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button on your dashboard. This is where you will set up the integration between your website forms and Zoho CRM.

Choose a name for your workflow, such as “Connect Typeform with Zoho CRM”.
Select the trigger application, which in this case is Typeform.
Choose the action application, which is Zoho CRM.

Once you have selected the applications, click on the ‘Approve and Create’ button. This will set up your workflow, allowing you to build the necessary connections.

3. Connecting Typeform to Pabbly Connect

The next step involves connecting Typeform to Pabbly Connect. Click on ‘Add New Connection’ and select ‘Connect with Typeform’. This will prompt you to log in to your Typeform account if you haven’t done so already.

Once logged in, you will need to select the specific form you want to connect. For example, if you have created a lead generation form, choose that form from the list. After selecting the form, click on the ‘Save and Send Test Request’ button to ensure the connection works properly.

4. Connecting Zoho CRM to Pabbly Connect

Now, it’s time to connect Zoho CRM with Pabbly Connect. Click on ‘Add New Connection’ again and select ‘Connect with Zoho CRM’. You will be prompted to enter your Zoho CRM domain, which is typically the part of your URL after “https://” and before “/crm”.

Enter your domain and click ‘Paste’.
Authorize the connection by logging into your Zoho CRM account.
Choose the module name as “Leads” for creating new leads.

After completing these steps, you will be able to map the fields from Typeform to Zoho CRM, ensuring that each lead’s details are automatically transferred.

5. Mapping Fields for Automatic Lead Capture

Mapping fields is a crucial step in the integration process with Pabbly Connect. You will need to map the fields from your Typeform submission to the corresponding fields in Zoho CRM. For instance, map the first name, last name, email, contact number, and city.

To do this, click on the field where you want to input data and use the mapping tool to select the corresponding field from the Typeform response. This ensures that every time a new lead is generated from your website form, the data will be updated automatically in Zoho CRM.

After mapping all the necessary fields, click on the ‘Save and Send Test Request’ button. This will create a new lead in your Zoho CRM account, confirming that the integration is successful.

Conclusion

Using Pabbly Connect, you can effortlessly automate lead capture from your website forms into Zoho CRM. This integration not only saves time but also ensures that all lead details are accurately recorded without manual effort.