Create Contacts Automatically on Form Submission

Learn how to use Pabbly Connect to automate contact creation in Zoho CRM from form submissions. Step-by-step guide with detailed instructions. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To create contacts automatically on form submission, first, you need to access Pabbly Connect. If you are a new user, open your browser and go to the Pabbly Connect landing page at pabbl.com/connect. Click on the ‘Sign Up for Free’ option in the top right corner, which allows you to explore the platform with 100 free tasks every month.

This free trial enables you to automate contact creation without any cost initially. Once you see how effective Pabbly Connect is for your needs, you can consider upgrading to a paid plan. Remember to use the discount coupon code R I T YT for a special offer when you decide to subscribe.

2. Setting Up Your Workflow in Pabbly Connect

After signing up, navigate to the workflow builder within Pabbly Connect. This is where you will create your automation. The workflow consists of a trigger and an action. The trigger is the event that starts the automation, while the action is what happens as a result.

• Click on the ‘Add Trigger’ button.
• Search for and select ‘Typeform’ as your trigger application.
• Choose ‘New Entry’ as the trigger event.
• Connect your Typeform account by following the prompts.

After establishing the connection, select the specific form you want to use for this automation. Set the response format to ‘Advanced’ and click ‘Save and Send Test Request’ to proceed. This sets up the trigger for your automation workflow in Pabbly Connect.

3. Submitting the Form to Capture Data

Once your workflow is set up, it’s time to test it by submitting a form. Open your Typeform workspace, locate the form you connected, and copy its shareable link. Open this link in a new tab to fill out the form.

For example, enter your details as follows:

• First Name: Demo
• Last Name: User
• Email: [email protected]
• Phone Number: 1234567890
• Current Role: Student

After filling in all the required details, click the ‘Submit’ button. This will trigger the workflow you created in Pabbly Connect, capturing the form submission data for the next steps.

4. Creating a Contact in Zoho CRM

With the form submission complete, it’s time to set up the action to create a contact in Zoho CRM. In your Pabbly Connect workflow, click on ‘Add Action Step’ and search for ‘Zoho CRM’ as the action application.

Choose ‘Create Contact’ as the action event. If you have previously connected Zoho CRM, select the existing connection; otherwise, create a new connection by entering your Zoho domain and granting necessary permissions. After connecting, you will need to map the fields from the form submission to the Zoho CRM contact creation fields.

Map the First Name, Last Name, Email, and Phone Number fields. Set the Lead Source to ‘Internal Seminar’ or your preferred source.

Click ‘Save and Send Test Request’ to create the contact in Zoho CRM. Once the process is complete, you will receive a confirmation that the contact was successfully created, demonstrating the power of Pabbly Connect in automating your workflow.

5. Conclusion and Next Steps

In this tutorial, we explored how to create contacts automatically in Zoho CRM using Pabbly Connect by integrating form submissions. By following the steps outlined, you can streamline your contact management process effortlessly.

Now that you have seen how to set up this automation, consider exploring more features of Pabbly Connect to enhance your business workflows. Whether you need to integrate other applications or automate additional tasks, Pabbly Connect offers a versatile solution to meet your needs.