Automatically Send Contact Form Leads to Zoho CRM

Learn how to automatically send contact form leads to Zoho CRM using Pabbly Connect. Step-by-step tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To automatically send contact form leads to Zoho CRM, you first need to access Pabbly Connect. Start by opening a new tab and entering the URL Pabbly.com/connect. This will take you to the homepage of Pabbly Connect.

Once there, you will see options to either sign in or sign up for free. New users can sign up and receive 100 free tasks per month. Existing users can simply sign in to access the dashboard where you can create your automation workflows.

2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, click on the ‘Create Workflow’ button. You will have the option to create from scratch or use AI. For this tutorial, select ‘Create from Scratch’. Then, choose the beta workflow builder for a modern approach.

• Click on the ‘Create’ button after naming your workflow.
• Provide a name like ‘Automatically Send Contact Form Leads to Zoho CRM’.
• Select the folder for better organization.

Now you are ready to set up the trigger for your workflow. This is the first application that will initiate the process.

3. Setting Up the Trigger App: Contact Form 7

In this step, you will configure Pabbly Connect to listen for new leads from Contact Form 7. Click on the ‘Add Trigger’ button and search for ‘Contact Form 7’. Select it and set the event to ‘New Form Submission’.

Now, click the ‘Connect’ button to generate a webhook URL. This URL will be used to link Contact Form 7 with Pabbly Connect. Copy the webhook URL and proceed to your WordPress account.

• Navigate to the Contact Form section in WordPress.
• Select the contact form you want to edit.
• Paste the webhook URL in the ‘Webhook’ section and save your changes.

Your Contact Form 7 is now configured to send data to Pabbly Connect whenever a new lead is submitted.

4. Testing the Integration with a Sample Lead

To ensure everything is functioning correctly, fill out your contact form with test data. For example, enter a first name, last name, email, and phone number, then submit the form. This action will send the data to Pabbly Connect via the webhook.

Return to your Pabbly Connect dashboard and check for the received data. You should see the details of the lead you just submitted. This confirms that the trigger is working as expected.

Check for the response received from the webhook. Verify that all fields are correctly populated.

Now that the integration is successfully tested, you can proceed to create a contact in Zoho CRM.

5. Creating a Contact in Zoho CRM

To add the lead to Zoho CRM, select ‘Zoho CRM’ as your action app in Pabbly Connect. Choose the event ‘Create Contact’ and click the ‘Connect’ button. You will need to enter your Zoho domain, typically zoho.com, and authorize Pabbly Connect to access your Zoho account.

Once connected, map the fields from the previous step to the corresponding fields in Zoho CRM. For example, map the first name, last name, email, and phone number from the data received from Contact Form 7.

Click on ‘Save and Send Test Request’ to create a contact in Zoho CRM. Check your Zoho CRM contacts page to see if the new lead appears.

After refreshing your Zoho CRM contacts page, you should see the new lead listed, confirming that the integration is successful.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically send contact form leads to Zoho CRM. By following the steps outlined, you can streamline your lead management process and save time on manual data entry.

Automation with Pabbly Connect not only enhances efficiency but also ensures that no lead is missed. Start integrating your applications today to maximize productivity!