Connect Landing Page Forms to Your CRM Using Pabbly Connect

Learn how to seamlessly connect your landing page forms to your CRM using Pabbly Connect. Follow this detailed tutorial for a step-by-step guide. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate your landing page forms with your CRM using Pabbly Connect, begin by visiting fab.com/connect. This platform allows you to automate and integrate various applications without coding.

Once on the Pabbly Connect page, you will see options to sign in or sign up. If you are new, click on ‘Sign Up Free’ to create an account and receive 100 free tasks monthly. Existing users should click ‘Sign In’ to access their dashboard.

2. Creating a New Workflow in Pabbly Connect

After signing in, you will see all Pabbly applications. Click on Pabbly Connect to enter the dashboard where you can manage your automation workflows.

• Click the ‘+ Create Workflow’ button.
• Choose ‘Create from Scratch’.
• Select the ‘New Beta’ workflow builder.
• Name your workflow, e.g., ‘Connect Landing Page Forms to Your CRM Using Pabbly Connect’.

Once you have set the name and folder, click the ‘Create’ button. Your workflow will now be created successfully, ready for the next steps.

3. Setting Up the Trigger in Pabbly Connect

The trigger is a crucial step in your workflow. Here, select the trigger application as ‘Webhook by Pabbly’. This acts as a bridge between your landing page form and Pabbly Connect.

Next, choose the ‘Catch Hook’ event and click the ‘Connect’ button. You will receive a webhook URL that needs to be copied.

• Paste the webhook URL into your landing page form code.
• Remove any previous webhook response.
• Save the form and refresh it to test.

After refreshing, fill out the form with lead details and click ‘Submit’. You should see a new response in Pabbly Connect, confirming that your form is connected successfully.

4. Formatting User Data with Pabbly Connect

In this step, we will format the user data received from the landing page form using Pabbly Connect. Select ‘Text Formatter’ as the next application and choose ‘Split Text’ as the event.

Connect the Text Formatter and enter the full name from the previous response. Set the separator as a space to split the first and last names. After configuring, click ‘Save and Send Test Request’. You should see the names split correctly.

Map the first name and last name fields accordingly. Ensure to test this step to confirm the split is successful.

This formatting is essential for the next step, where we will create a contact in Zoho CRM.

5. Creating a Contact in Zoho CRM Using Pabbly Connect

Now that we have formatted the user data, it’s time to create a contact in Zoho CRM using Pabbly Connect. Select ‘Zoho CRM’ as the action application and choose ‘Create Contact’ as the action event.

Click ‘Connect’ and either select an existing connection or create a new one by entering your Zoho domain. After connecting, map the fields from the previous steps, including first name, last name, email, and subscription type.

Ensure all necessary fields are mapped correctly. Click ‘Save and Send Test Request’ to create the contact.

Refresh your Zoho CRM to see the newly created contact. This confirms that the workflow is functioning perfectly, demonstrating the power of Pabbly Connect.

Conclusion

In this tutorial, we successfully connected landing page forms to your CRM using Pabbly Connect. By following these detailed steps, you can automate lead management efficiently. This integration not only saves time but also enhances your CRM capabilities.