Learn how to seamlessly integrate Zoho Forms with ActiveCampaign using Pabbly Connect to automate contact creation and updates on form submissions. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for Integration
To begin the integration between Zoho Forms and ActiveCampaign, you first need to access Pabbly Connect. This automation platform enables seamless connections between various applications, ensuring smooth workflows.
Start by visiting the Pabbly Connect website. If you are a new user, click on ‘Sign Up Free’ to create an account and explore the platform. Existing users can log in directly. After logging in, you will see the dashboard where you can create workflows to automate tasks effectively.
2. Creating a Workflow in Pabbly Connect
Once you are in the Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner. You will be prompted to name your workflow; for this integration, enter ‘Create or Update ActiveCampaign Contact on Zoho Form Submission’.
- Select a folder to organize your workflow, such as ‘Automations’.
- Click on the ‘Create’ button to proceed.
With the workflow created, you will need to set up a trigger and an action. The trigger will be a new form submission from Zoho Forms, while the action will be the creation or update of a contact in ActiveCampaign.
3. Setting Up Zoho Forms as the Trigger
In the workflow, select Zoho Forms as the trigger application. Choose the trigger event as ‘New Form Submitted’. This ensures that every time a form is submitted, Pabbly Connect will capture the response automatically.
After selecting the trigger event, you will receive a webhook URL. Copy this URL as it will be used to link your Zoho Forms account with Pabbly Connect.
- Log in to your Zoho Forms account and navigate to the form you want to integrate.
- Go to the Integrations tab and select Webhooks.
- Paste the copied webhook URL, set the content type to application/json, and save the configuration.
Once saved, you will have successfully connected your Zoho Forms with Pabbly Connect. The next step is to test the connection by submitting a form.
4. Testing the Zoho Forms Integration
To test the integration, fill out the Zoho form with dummy data and submit it. After submission, Pabbly Connect will receive the data from the form. You can view the response in your Pabbly dashboard, confirming that the integration is working.
Ensure that all required fields such as first name, last name, email, and phone number are mapped correctly. This mapping allows Pabbly Connect to dynamically pull data from the form submission into ActiveCampaign.
Verify that the response includes all necessary details from the form submission. If the test is successful, proceed to set up the ActiveCampaign action.
With the test submission complete, you can now configure the action step to create or update a contact in ActiveCampaign based on the data received from Zoho Forms.
5. Connecting ActiveCampaign in Pabbly Connect
In the action step of your workflow, select ActiveCampaign as the application. Choose the action event as ‘Create or Update Contact’. This will allow Pabbly Connect to add new contacts or update existing ones based on the form submission.
To connect your ActiveCampaign account, you will need the API key and URL from your ActiveCampaign settings. After entering these details, map the fields from the Zoho Forms submission to the corresponding fields in ActiveCampaign, such as email, first name, and last name.
Ensure that you omit the ‘https’ from the URL when entering it into Pabbly Connect. Select the appropriate list in ActiveCampaign where you want to add the new contacts.
After mapping all necessary fields, click on ‘Save and Send Test Request’. If successful, you will see a confirmation that a new contact has been created in ActiveCampaign, completing the automation process.
Conclusion
In this tutorial, we explored how to use Pabbly Connect to automate the creation or updating of ActiveCampaign contacts based on Zoho Forms submissions. By following these steps, you can streamline your lead management process, ensuring that every form submission is captured efficiently in your ActiveCampaign account.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
- Check out Pabbly Connect – Automate your business workflows effortlessly!
- Sign Up Free – Start your journey with ease!
- 10,000+ Video Tutorials – Learn step by step!
- Join Pabbly Facebook Group – Connect with 21,000+ like minded people!
This integration not only saves time but also helps maintain accurate records of your leads, enhancing your marketing efforts. For any questions or further assistance, feel free to reach out to Pabbly support or visit the Pabbly website for more resources.