Capture Website Enquiries for Your Business and Create CRM Contacts Automatically

Learn how to automate capturing website inquiries and creating CRM contacts automatically with Pabbly Connect in this detailed tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating the process of capturing website enquiries, first access Pabbly Connect by navigating to bably.com/connect. This platform allows users to create integrations effortlessly without coding.

If you are new to Pabbly, click on the ‘Sign Up Free’ option to create an account and receive 100 free tasks each month. Existing users can simply sign in. Once logged in, navigate to the Pabbly Connect dashboard to start building your workflow.

2. Creating a New Workflow in Pabbly Connect

After accessing the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow as ‘Website Enquiries for Your Business and Create CRM Contacts Automatically’. This will help you identify the purpose of the automation. using Pabbly Connect

• Select the ‘New Beta’ version for the workflow builder.
• Choose the folder for organizing your workflows.

After naming and selecting the folder, click on the create button. This sets up your automation workflow in Pabbly Connect, allowing you to proceed to the next important step, which is defining the trigger.

3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. Select ‘Webhook by Pabbly’ as your trigger application. This acts as a bridge between your website forms and Pabbly Connect.

Choose the ‘Append Sketch Webhook’ option and click on the connect button. Pabbly Connect will generate a webhook URL that you need to copy. This URL will be integrated into your website form code to capture submissions automatically.

• Paste the webhook URL in the appropriate field of your website form code.
• Save the changes to the form code.

After saving, test the form submission by entering sample data. Upon submission, check Pabbly Connect to see if it has received the data correctly, confirming that the trigger is working as intended.

4. Creating a Contact in Zoho CRM Using Pabbly Connect

With the trigger set, the next step is to create a contact in Zoho CRM using Pabbly Connect. Click on the plus icon to add an action step and select ‘Zoho CRM’ as the action application. Choose ‘Create Contact’ as the action event.

Click on the connect button to establish a connection with Zoho CRM. You will need to enter your Zoho domain, which can be found in your Zoho account. After entering the domain, grant permission to Pabbly Connect to access your Zoho CRM account.

Map the fields from the webhook response to the corresponding fields in Zoho CRM. Select the lead source and other relevant fields as needed.

Once you have mapped the fields, click on the save and send test request button to verify the integration. Check your Zoho CRM to confirm that the new contact has been created successfully, demonstrating the effectiveness of the automation.

5. Finalizing and Enabling Your Workflow in Pabbly Connect

After confirming that the contact is created in Zoho CRM, ensure that your workflow in Pabbly Connect is enabled. This is crucial for the automation to function continuously without manual intervention.

To enable the workflow, toggle the switch to the ON position. This step ensures that every time a new form submission occurs, a corresponding contact will be created in your CRM automatically.

Test the workflow by submitting the form again to see the automation in action. If you face any issues, refer to the Pabbly support resources for assistance.

This completed workflow not only saves time but significantly enhances the efficiency of capturing leads for your business.

Conclusion

In conclusion, using Pabbly Connect to capture website enquiries and create CRM contacts automatically streamlines your workflow. By following the steps outlined above, you can efficiently integrate your website forms with Zoho CRM, enhancing your business operations.