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Build a Complete Lead Tracking System in 10 Minutes

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Lead Tracking

To build a complete lead tracking system, start by accessing Pabbly Connect at pabbly.com/connect. This platform is essential for integrating Typeform and Zoho CRM seamlessly.

Once on the Pabbly Connect homepage, you will see options to sign in or sign up for free. Signing up allows you to explore the features, including 100 free tasks per month to practice automations.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the “Create Workflow” button. This will enable you to set up a new automation to track leads effectively.

Select “Quick Builder” to simplify the integration process.
Input the prompt for integrating Typeform with Zoho CRM.
Choose the Typeform trigger as “New Entry” and the Zoho CRM action as “Create Contact”.

By following these steps, you can quickly set up your workflow. This automation will help you track leads from Typeform directly into Zoho CRM without any manual effort.

3. Connecting Typeform to Pabbly Connect

To connect Typeform with Pabbly Connect, select the “Connect” button to establish a new connection. This process ensures that your lead data flows smoothly from Typeform to your CRM.

Once connected, you will need to select the specific form from which you want to receive leads. Choose the “Lead Generation Form” and set the response format to simple.

After saving and sending the request, Pabbly Connect will wait for the webhook response. This response will include all the lead details filled out in your Typeform.

4. Mapping Fields to Zoho CRM

After receiving the response from Typeform, the next step is to map the fields in Pabbly Connect for Zoho CRM. This mapping process allows you to automatically insert lead data into the correct fields in your CRM.

To map the fields, select the appropriate lead source and fill in the details using the dynamic mapping feature. This means you won’t have to enter the data manually each time.

Map the first name, last name, email, and contact number fields.
Ensure all fields are filled correctly before proceeding.

Once the mapping is complete, click on “Save and Send Test Request” to verify that the data is being sent correctly to Zoho CRM.

5. Verifying Leads in Zoho CRM

After successfully mapping the fields, navigate to your Zoho CRM to verify if the lead has been created. Refresh the contacts page to see the new lead entry.

You should see the lead details, including the first name, last name, email, and contact number that were submitted via Typeform. This confirms that the integration through Pabbly Connect is working perfectly.

With this setup, you can track leads efficiently and automate your lead management process. By using Pabbly Connect, you have eliminated manual tracking and can focus on growing your business.

Conclusion

Using Pabbly Connect, you can effortlessly build a complete lead tracking system in just 10 minutes. By integrating Typeform with Zoho CRM, you automate lead management, saving time and increasing efficiency.