How to Create LeadSquared Lead on Zoho Forms Submission Using Pabbly Connect

Learn how to automate LeadSquared lead creation from Zoho Forms submissions using Pabbly Connect. Step-by-step guide for seamless integration. 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 create a LeadSquared lead from Zoho Forms submissions, you first need to access Pabbly Connect. Simply visit the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and get access to 100 tasks monthly.

Once logged in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Create LeadSquared Lead on Zoho Forms Submission’. This will be the foundation of your integration process.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow in Pabbly Connect. Select Zoho Forms as the trigger application. The trigger event will be ‘New Form Submission’. This means that every time a new form is submitted, it will initiate the automation.

• Choose Zoho Forms as the application.
• Select the trigger event as ‘New Form Submission’.
• Connect your Zoho Forms account by providing the necessary authorization.

After setting up the trigger, you will need to provide the Webhook URL generated by Pabbly Connect in your Zoho Forms account. This URL acts as a bridge between Zoho Forms and Pabbly Connect, ensuring that data flows seamlessly.

3. Configuring Zoho Forms with Pabbly Connect

Next, configure your Zoho Forms to send data to Pabbly Connect. Go to your Zoho Forms account, select the specific form you want to connect, and navigate to the settings. Here, you will find the option to add a Webhook.

Paste the Webhook URL from Pabbly Connect into the Webhook settings of your Zoho Forms. Ensure that you have selected the correct content type as JSON. After saving the settings, your Zoho Forms will now be linked to Pabbly Connect.

4. Creating a Lead in LeadSquared

Now that your trigger is set, the next step is to create a lead in LeadSquared when a new form submission is made. In Pabbly Connect, add an action step and select LeadSquared as the application. Choose the action event as ‘Create or Update Lead’.

• Select LeadSquared as the application for the action.
• Choose ‘Create or Update Lead’ as the action event.
• Connect your LeadSquared account by entering the API key and host URL.

Map the fields from your Zoho Forms submission to the corresponding fields in LeadSquared. This ensures that the data captured in the form is accurately reflected in your LeadSquared account.

5. Testing the Integration

Finally, it’s time to test your integration. In Pabbly Connect, send a test request to see if the lead is created successfully in LeadSquared. Submit a test entry through your Zoho Form to generate a new lead.

Check your LeadSquared account to confirm that the lead has been created with the information from your test submission. If everything is set up correctly, you should see the new lead reflecting all the details captured from Zoho Forms.

Conclusion

Integrating Zoho Forms with LeadSquared using Pabbly Connect allows you to automate lead creation effortlessly. By following these steps, you can ensure that every form submission is captured as a lead, enhancing your lead management process.