Automatically Send Zoho Form Submissions to Pipedrive CRM with Pabbly Connect

Learn how to automatically send Zoho form submissions to Pipedrive CRM using Pabbly Connect in this step-by-step tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start sending Zoho form submissions to Pipedrive CRM automatically, you first need to access Pabbly Connect. Begin by navigating to the Pabbly Connect website at Pabbly.com/connect. Here, you will find options to sign in or sign up for a free account, allowing you to explore the platform.

After signing in, you will be directed to the dashboard where you can access all Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to enter the workflow setup area. This is where you will create the automation that connects Zoho Forms with Pipedrive CRM seamlessly.

2. Creating a Workflow in Pabbly Connect

Within Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to select between the new beta version or the classic version; choose the beta for a modern experience.

• Select the beta version by clicking on the ‘Select’ button.
• Name your workflow something descriptive like ‘Send Zoho Form Submissions to Pipedrive CRM Automatically.’
• Choose the appropriate folder to save your workflow.

After naming your workflow, click on the ‘Create’ button to proceed. This sets the stage for defining the trigger and action that will automate the process of sending form submissions from Zoho to Pipedrive.

3. Setting Up the Trigger with Zoho Forms

The next step in Pabbly Connect is to set up the trigger. Click on the ‘Add Trigger’ button and select Zoho Forms as your application. Choose the event ‘New Form Submitted’ to initiate the workflow whenever a new submission is received.

Upon selecting this, a webhook URL will be generated. Copy this URL as it will be used to connect Zoho Forms to Pabbly Connect. Now, head over to your Zoho Forms account and locate the form you want to integrate. Edit the form, go to the integrations section, and select webhooks to input the copied URL.

4. Testing the Integration with a Form Submission

Now that you have set up the trigger, it’s time to test the integration. Make a test submission on your Zoho form with dummy data such as first name, last name, email, and phone number. After submitting, you should see a confirmation message indicating that your response was submitted successfully.

Return to Pabbly Connect and check if the webhook response has been received. If successful, you will see the details of the test submission appear, confirming that the connection between Zoho Forms and Pipedrive CRM is working correctly.

5. Adding Action Step to Create a Person in Pipedrive

The final step in this automation process is to define the action that occurs after receiving a new submission. Select Pipedrive as your action application and choose ‘Create Person’ as the event. Click on ‘Connect’ to establish a new connection with your Pipedrive account.

To connect, you will need to enter your Pipedrive API token. You can find this in your Pipedrive account under personal preferences. Copy the token and paste it into Pabbly Connect. Once connected, map the fields from your Zoho form submission to the corresponding fields in Pipedrive, such as name, email, and phone number.

After mapping, click on ‘Save and Send Test Request’ to finalize the action. Upon successful execution, you should see the new person created in your Pipedrive account, confirming that the automation is fully operational.

Conclusion

In this tutorial, we explored how to automatically send Zoho form submissions to Pipedrive CRM using Pabbly Connect. By following the steps outlined, you can streamline your lead management process, ensuring that every new submission is captured in your CRM efficiently. This integration not only saves time but also enhances your workflow, making it easier to manage leads effectively.