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Capture Leads via Typeform & Send SMS Instantly

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Zoho CRM and Twilio, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website where you can sign up for a free account or log in if you already have one.

Once logged in, navigate to your dashboard. Here, you can create workflows that will automate the process of capturing leads from forms and sending SMS notifications. The first step is to click on the “Create Workflow” button to start building your integration.

2. Setting Up Trigger in Pabbly Connect

In this section, you will set up the trigger that initiates the workflow in Pabbly Connect. Select “Typeform” as the trigger application since this is where your leads will come from.

Choose the event as “New Entry”.
Connect your Typeform account to Pabbly Connect.
Select the specific form you want to monitor for new entries.

After setting up the trigger, you will need to test it by filling out the Typeform. Once submitted, Pabbly Connect will capture the response, allowing you to proceed to the next step.

3. Creating a Contact in Zoho CRM

Now that you have your trigger set up, the next step is to create a contact in Zoho CRM using Pabbly Connect. Select “Zoho CRM” as your action application.

Choose the action event as “Create Contact”. You will need to connect your Zoho CRM account to Pabbly Connect by entering your domain and authorizing the connection.

Map the fields from your Typeform to Zoho CRM, such as name, email, and phone number.
Make sure to save and test the request to confirm that the contact is created successfully.

Once the contact is created, you can view it in your Zoho CRM account, confirming that the integration is functioning properly.

4. Sending SMS via Twilio

The final step in this integration process is to send an SMS notification using Twilio through Pabbly Connect. Select “Twilio” as your action application.

Choose the event as “Send SMS”. You will need to connect your Twilio account by entering your Account SID and Auth Token.

Map the recipient’s phone number and the message body, including dynamic fields like the customer’s name.
Test the SMS sending action to ensure the message is delivered successfully.

After testing, you should receive a confirmation that the SMS was sent, completing the workflow setup.

5. Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Zoho CRM and Twilio effectively. By following the steps outlined, you can automate your lead management process and ensure timely communication with your clients.

Utilizing Pabbly Connect streamlines operations and enhances customer engagement, making it an essential tool for businesses aiming to improve their workflows.