How to Add or Update Zoho Campaigns Subscriber on Gravity Forms Submission Using Pabbly Connect

Learn how to integrate Zoho Campaigns with Gravity Forms using Pabbly Connect to automate subscriber updates effectively. 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 Integration

To begin the integration process, you first need to access Pabbly Connect. Open your browser and go to Pabbly.com/connect. This platform is essential for automating tasks between Zoho Campaigns and Gravity Forms.

Once on the Pabbly Connect landing page, you will see options to sign in or sign up. If you are a new user, click on the ‘Sign Up for Free’ option to create an account. Existing users can simply click ‘Sign In’ to access their dashboard. After logging in, you will be directed to the main interface where you can create workflows.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will then be prompted to name your workflow. For this integration, name it ‘Add or Update Zoho Campaign Subscriber on Gravity Forms Submission’. using Pabbly Connect

• Click on the ‘Create’ button to proceed.
• This will open the workflow window where you can set triggers and actions.

In this window, you will select your trigger app. Search for and select ‘Gravity Forms’ as your trigger application. Then, choose the trigger event as ‘New Response’. This setup ensures that whenever a new response is captured in Gravity Forms, your workflow will be triggered automatically.

3. Setting Up the Webhook in Gravity Forms

Once you have configured the trigger, you will receive a webhook URL from Pabbly Connect. This URL is crucial for linking Gravity Forms to your Pabbly Connect workflow. Copy the webhook URL provided in the trigger step. using Pabbly Connect

Now, navigate to your Gravity Forms account and open the form settings for the specific form you want to automate. Look for the ‘Webhooks’ tab in the left sidebar and click on it. Here, you will add a new webhook by clicking the ‘Add New’ button.

• Name the webhook, for instance, ‘Zoho Integration’.
• Paste the copied webhook URL into the ‘Request URL’ field.
• Set the request method to ‘POST’ and the request format to ‘JSON’.

After entering these details, click on ‘Save Settings’. This action connects Gravity Forms to your Pabbly Connect workflow, allowing data to flow seamlessly between the two applications.

4. Configuring the Action Step with Zoho Campaigns

With the trigger set up and the webhook configured, the next step is to add an action in Pabbly Connect. Search for and select ‘Zoho Campaigns’ as your action application. Choose the action event as ‘Add/Update Subscriber’. This action allows you to create or update a subscriber in your Zoho Campaigns account based on the Gravity Forms submission. using Pabbly Connect

When prompted, connect your Zoho Campaigns account by entering your domain. For example, if your Zoho Campaigns URL is ‘zoho.com/campaigns’, you will enter ‘zoho.com’ in the domain field. After entering the domain, click ‘Save’.

You may need to grant permissions for Pabbly Connect to access your Zoho Campaigns account. Select the mailing list where you want to add or update subscribers.

After configuring these settings, you will map the fields from the Gravity Forms submission to the corresponding fields in Zoho Campaigns. This step is crucial for ensuring that the correct data is sent to Zoho Campaigns.

5. Testing the Integration Workflow

The final step is to test the integration to ensure everything works as expected. Go back to your Gravity Forms account and submit a test entry using the form you configured. Fill in the required fields and submit the form.

Once the form is submitted, Pabbly Connect will capture the response and trigger the workflow you set up. You should see the captured data in your Pabbly Connect dashboard. Check your Zoho Campaigns account to confirm that the subscriber has been added or updated successfully.

Ensure that you confirm the subscription email sent to the user to complete the process. Refresh your Zoho Campaigns subscribers list to see the new entry.

By following these steps, you have successfully set up an automated process using Pabbly Connect to manage your Zoho Campaigns subscribers based on Gravity Forms submissions.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Zoho Campaigns with Gravity Forms effectively. By automating subscriber updates, you can enhance your email marketing efforts and streamline your workflow. This setup ensures that every lead captured through Gravity Forms is instantly added to your Zoho Campaigns email list.