Automatically Create New Contacts in Zoho CRM from Google Forms Submissions Using Pabbly Connect

Learn how to automate the creation of new contacts in Zoho CRM from Google Forms submissions using Pabbly Connect. Follow this step-by-step guide for seamless integration.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate the creation of new contacts in Zoho CRM from Google Forms submissions, you first need to access Pabbly Connect. This platform allows you to connect multiple applications seamlessly, making automation straightforward and efficient.

Begin by visiting the Pabbly Connect website. If you are a new user, you can sign up for a free account. Once signed in, navigate to the dashboard where you can create and manage your automation workflows.

2. Creating a New Workflow in Pabbly Connect

Next, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button to initiate the process. You will be prompted to name your workflow, which should reflect its purpose, such as ‘Create Contact in Zoho CRM from Google Forms Submission’.

• Click on the ‘Create’ button to proceed.
• Select the ‘Google Forms’ app as your trigger application.
• Choose the event as ‘New Response Received’.

After setting up the trigger, Pabbly Connect will generate a webhook URL. This URL is essential for linking your Google Form to Pabbly Connect, allowing it to receive data automatically when a form is submitted.

3. Setting Up Google Forms to Trigger Pabbly Connect

Now, you need to set up your Google Form to send submissions to Pabbly Connect. Open your Google Form and go to the ‘Responses’ tab. Here, you will connect the form to the webhook URL generated earlier.

• Click on the ‘Extensions’ menu and select ‘Add-ons’.
• Search for the Pabbly Connect add-on and install it.
• Once installed, open the add-on and paste the webhook URL.

After pasting the URL, ensure that the last column of your Google Sheet is set to receive the data from the form. This step is crucial for the automation to work effectively.

4. Mapping Data to Zoho CRM Using Pabbly Connect

With the Google Form set up, you can now map the data to create a new contact in Zoho CRM through Pabbly Connect. For this, select Zoho CRM as your action application in the workflow.

Choose the action event as ‘Create Contact’. You will need to connect your Zoho CRM account to Pabbly Connect, providing necessary permissions for data access. Once connected, you can map the fields from your Google Form to the corresponding fields in Zoho CRM.

Map the first name, last name, email address, and other relevant fields. Ensure all required fields in Zoho CRM are filled correctly to avoid errors. Save your workflow and test it to ensure everything works as expected.

Once the mapping is complete, you can send a test request to ensure that a new contact is created successfully in Zoho CRM when a new form submission occurs.

5. Testing the Automation Workflow

Finally, it’s time to test your automation setup using Pabbly Connect. Submit a test entry through your Google Form to see if the data is correctly captured and transferred to Zoho CRM.

Check your Zoho CRM account to confirm that the new contact has been created with the correct information. If everything is set up correctly, you should see the new contact reflecting the details you submitted.

If the test is successful, your automation is fully operational. You can now automate the process of adding new contacts to Zoho CRM from Google Forms submissions without any manual effort.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, using Pabbly Connect allows you to automate the process of creating new contacts in Zoho CRM from Google Forms submissions efficiently. With this integration, you can streamline your lead management process and save valuable time.