Automatically Every Website Form Lead Goes Straight to Your CRM 😱

Learn how to automatically connect your website form submissions to your CRM using Pabbly Connect. Step-by-step guide to streamline your lead management. 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. Accessing Pabbly Connect for Integration

To start automating your lead management, you need to access Pabbly Connect. Open a new tab and navigate to Pabbly.com/connect. This platform allows you to integrate various applications seamlessly.

If you are new to Pabbly Connect, click on the ‘Sign Up Free’ option to create an account. Existing users should select the ‘Sign In’ option. After logging in, locate the ‘Access Now’ button to reach the Pabbly Connect dashboard, where you can manage your automation workflows.

2. Creating Your Automation Workflow in Pabbly Connect

Once in the Pabbly Connect dashboard, you will create a new workflow by clicking the ‘Create Workflow’ button. Choose the new beta version for a more streamlined experience. Enter the workflow name as ‘Automatically Every Website Form Lead Goes Straight to Your CRM’ and select the appropriate folder.

• Click on the ‘Create’ button to finalize the workflow setup.
• This sets the stage for your automation process.

With the workflow created, the next step is to set a trigger. Select ‘Webhook by Pabbly’ as your trigger application. This will act as a bridge between your website form and Pabbly Connect.

3. Setting Up the Webhook for Your Website Form

After selecting the trigger application, choose the ‘Catch Webhook’ event. Click the ‘Connect’ button to generate a unique Webhook URL. Copy this URL as you will need it for your website form integration.

Next, access your website form code. Locate the section where the form submission URL is defined and replace it with the copied Webhook URL. Save the changes and open the form in your browser to test it.

• Fill out the form with test details such as first name, last name, and contact number.
• Submit the form to see if the data is captured by Pabbly Connect.

Check the Pabbly Connect dashboard to confirm that the new form submission has triggered the workflow, indicating successful integration.

4. Integrating Zoho CRM with Pabbly Connect

The next step is to add an action application. Here, select ‘Zoho CRM’ to create a new contact whenever a form submission occurs. Choose the ‘Create Contact’ event and click ‘Connect’ to link your Zoho CRM account with Pabbly Connect.

You will be prompted to enter your Zoho domain, typically zoho.com. After entering the domain, click the ‘Save’ button to establish the connection. Grant the necessary permissions for Pabbly Connect to access your Zoho CRM account.

Map the fields from the Webhook data to the corresponding fields in Zoho CRM. This includes mapping first name, last name, email address, and subscription type.

Once the mapping is complete, click the ‘Save and Send Test Request’ button to verify that a new contact is created in your Zoho CRM account.

5. Sending Notifications to Slack via Pabbly Connect

To keep your sales team updated, you can also integrate Slack. Select Slack as your next action application and choose the ‘Send Channel Message’ event. Click on the ‘Connect’ button to link your Slack account with Pabbly Connect.

After connecting, select the channel where you want to send notifications. Compose the message that will be sent when a new lead is captured, including details such as full name, email address, and subscription type.

Use the mapping feature to dynamically insert user details into the message. Test the message by clicking on the ‘Save and Send Test Request’ button.

Check your Slack channel to confirm that the message has been sent successfully, completing the integration process.

Conclusion

Integrating your website form submissions to your CRM using Pabbly Connect is a straightforward process. By following the steps outlined above, you can automate lead management and enhance communication with your sales team. This setup not only saves time but also ensures that no lead goes unnoticed.