Creating Zoho CRM Custom Module Records with Elementor and Pabbly Connect

Learn how to create custom module records in Zoho CRM using Elementor form submissions integrated through Pabbly Connect. Step-by-step tutorial included. 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. Setting Up Pabbly Connect for Integration

To create Zoho CRM custom module records on Elementor form submission, you will first need to access Pabbly Connect. This platform serves as the central integration tool that connects your Elementor forms to Zoho CRM.

Begin by navigating to the Pabbly Connect website. If you do not already have an account, you can sign up for free. Once logged in, click on the ‘Access Now’ button under Pabbly Connect to reach the dashboard, where you can manage your workflows.

2. Creating a New Workflow in Pabbly Connect

Once you are in the Pabbly Connect dashboard, you will need to create a new workflow. Click on the ‘Create Workflow’ button. In the pop-up window, name your workflow to reflect its purpose, such as ‘Create Zoho CRM Custom Module Record on Elementor Form Submission.’ Select the appropriate folder to save your workflow.

• Click on ‘Create’ to proceed.
• You will see two boxes: Trigger and Action.
• Set up the Trigger as ‘Elementor’ and select ‘New Form Submission’ as the Trigger Event.

This setup establishes that whenever a form is submitted through Elementor, it will trigger the workflow you are creating in Pabbly Connect.

3. Connecting Elementor to Pabbly Connect

Now that you have set up the trigger, it’s time to connect Elementor to Pabbly Connect. Copy the provided webhook URL from Pabbly Connect and go to your Elementor form settings.

• In Elementor, navigate to the form settings and find the ‘Actions After Submit’ section.
• Add a new action by clicking the plus button and selecting ‘Webhook’.
• Paste the copied webhook URL and click ‘Update’ to save your changes.

This connection ensures that every time the Elementor form is submitted, the data will be sent to Pabbly Connect for processing.

4. Setting Up Zoho CRM Action in Pabbly Connect

After establishing the connection with Elementor, you need to set up the action in Pabbly Connect. In the action section, select ‘Zoho CRM’ as your action application and choose the action event as ‘Insert/Update Record’.

To connect Zoho CRM, click on ‘Connect’ and then select ‘Add New Connection’. You will need to enter your Zoho CRM domain from your account. Once connected, select the custom module you created in Zoho CRM, which contains the fields for first name, last name, and email.

Map the fields from the Elementor form submission to the corresponding fields in Zoho CRM. Ensure to fill in the first name, last name, and email fields appropriately. Click on ‘Save and Send Test Request’ to verify the integration.

This process allows Pabbly Connect to create a new record in your Zoho CRM custom module using the data collected from your Elementor form.

5. Testing the Integration

With everything set up, it’s time to test your integration. Go back to your Elementor form and submit a sample entry. Fill in the first name, last name, and email fields, and click submit.

Return to Pabbly Connect to check if the response from the form submission is captured correctly. You should see the details reflected in your Zoho CRM custom module. Refresh the Zoho CRM page to confirm that the new record has been created successfully.

This confirms that the integration between Elementor and Zoho CRM through Pabbly Connect is functioning as intended. You can now automate the process of capturing form submissions and creating records in your CRM seamlessly.

Conclusion

In this tutorial, we demonstrated how to create Zoho CRM custom module records using Elementor form submissions integrated via Pabbly Connect. By following these steps, you can automate data entry tasks effectively, enhancing your workflow efficiency.