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Capture Website Leads in Your CRM Instantly

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, you first need to access its official website. This integration platform allows you to automate workflows between different applications seamlessly.

Once on the Pabbly Connect homepage, you can sign up if you are a new user or log in if you already have an account. After logging in, you will be directed to the dashboard where you can create new workflows.

2. Creating a New Workflow in Pabbly Connect

Creating a new workflow in Pabbly Connect is straightforward. Click on the “Create Workflow” button to begin. You can either start from scratch or use a pre-built template.

Select the trigger application (Typeform in this case).
Choose the action event (Insert/Update Record with Subform Data).
Click “Save” to create the workflow.

After saving, you will see your workflow ready for further configuration. This is where the real magic of Pabbly Connect happens as it connects your lead generation form with Zoho CRM.

3. Connecting Typeform and Zoho CRM with Pabbly Connect

To connect Typeform with Pabbly Connect, you need to authorize your Typeform account. Click on “Add New Connection” and select “Connect with Typeform”. Follow the prompts to allow access.

Next, you will need to connect Zoho CRM. Similar to Typeform, click on “Add New Connection” and select “Connect with Zoho CRM”. Enter your Zoho domain (e.g., zo.in) and authorize the connection. This step is crucial as it enables Pabbly Connect to send data directly to your CRM.

4. Mapping Fields for Data Transfer

Mapping fields is essential when using Pabbly Connect to ensure that the right data goes to the correct places in Zoho CRM. Click on the fields in your Zoho CRM setup and map them to the corresponding fields from Typeform.

Map the first name from Typeform to the first name field in Zoho CRM.
Map the last name accordingly.
Ensure email and contact number fields are correctly mapped.

Once the fields are mapped, click on “Save and Send Test Request” to verify that the data flows correctly from Typeform to Zoho CRM through Pabbly Connect.

5. Testing the Integration between Typeform and Zoho CRM

After setting up the workflow, it’s time to test the integration. Fill out the Typeform with dummy data and submit it. Pabbly Connect will capture this data and create a new lead in Zoho CRM automatically.

Check your Zoho CRM account to ensure that the lead appears as expected. If everything is configured correctly, you should see the new lead with all the details you entered in Typeform, confirming that Pabbly Connect is working seamlessly.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate lead storage in Zoho CRM. By following these steps, you can efficiently manage leads without manual effort, enhancing your business processes.