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

Learn how to create Salesforce leads automatically from Zoho Forms submissions using Pabbly Connect. Step-by-step tutorial for seamless integration. 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 Integration

To create Salesforce leads from Zoho Forms submissions, the first step is to access Pabbly Connect. Open your web browser and search for Pabbly Connect, where you can either sign up for a new account or log in to your existing account.

If you don’t have an account, click on the ‘Sign Up for Free’ button. This will allow you to create a new account within a couple of minutes, giving you access to 100 free tasks per month. Once logged in, navigate to the dashboard where you can create a new workflow using Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After accessing your dashboard in Pabbly Connect, click on the ‘Create Workflow’ button. A new window will pop up prompting you to name your workflow. Name it appropriately, like ‘Create Salesforce Lead on Zoho Form Submission.’ Select the folder where you want to save this workflow and click on ‘Create’.

• Click on ‘Create Workflow’ in the dashboard.
• Name your workflow for easy identification.
• Select a folder to save your workflow.

Once created, you will see two boxes labeled ‘Trigger’ and ‘Action.’ The trigger is what starts the workflow, and the action is what follows. In this case, you will set up Zoho Forms as the trigger application.

3. Setting Up Zoho Forms as the Trigger

In the trigger section of your workflow in Pabbly Connect, search for ‘Zoho Forms’ and select it. The next step is to choose the trigger event, which is ‘New Form Submitted.’ After selecting this, you will need to connect Zoho Forms with Pabbly Connect by using the provided webhook URL.

Copy the webhook URL and navigate to your Zoho Forms account. Edit the form you want to connect, go to the Integrations section, and find the webhook option. Paste the copied URL into the designated field and set the content type to application/json. Ensure you enable the webhook status and save your changes.

4. Creating a Salesforce Lead as the Action

After setting up the trigger, return to Pabbly Connect to set up your action. In the action section, search for ‘Salesforce’ and select it. Choose the action event ‘Create Lead’ to automate the lead creation process in Salesforce.

• Select ‘Salesforce’ as the action application.
• Choose the action event ‘Create Lead’.
• Connect Salesforce with Pabbly Connect by authorizing access.

Fill in the required fields using the data received from the Zoho Forms submission. Map the fields from your Zoho Forms response to the corresponding fields in Salesforce, ensuring that every new form submission creates a new lead automatically.

5. Testing the Integration

To ensure everything is set up correctly, perform a test submission through your Zoho form. Fill in the form with sample data, and submit it. Go back to Pabbly Connect and check if the response from the Zoho Forms submission is received.

Once the response is confirmed, check your Salesforce account to see if a new lead has been created with the details from the form submission. If successful, this means that the integration is working perfectly, and you can now automate lead generation from Zoho Forms to Salesforce effortlessly.

Conclusion

By using Pabbly Connect, you can seamlessly integrate Zoho Forms with Salesforce to automate lead creation. This tutorial guides you through each step, ensuring that every new form submission results in a new lead in Salesforce, enhancing your business efficiency.