How to Create Zoho CRM Contact on Webflow Form Submission Using Pabbly Connect

Learn how to automate the creation of Zoho CRM contacts from Webflow form submissions using Pabbly Connect. Step-by-step tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Webflow to Zoho CRM Integration

To create a Zoho CRM contact on Webflow form submission, you need to set up Pabbly Connect. Begin by visiting the Pabbly website and signing in to your account. If you are a new user, you can sign up for free and start with 100 tasks monthly.

Once logged in, navigate to the Pabbly Connect dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button and give it a name, such as ‘Create Zoho CRM Contact on Webflow Form Submission’. This will help you identify the workflow later.

2. Configuring Webflow as the Trigger Application

In this step, you will set up Webflow as the trigger application in Pabbly Connect. Select Webflow from the list of applications and choose the trigger event as ‘Form Submitted’. This means every time a form is submitted on Webflow, it will trigger the workflow.

• Select the Webflow account you want to connect.
• Copy the API token from your Webflow account settings.
• Paste the API token into Pabbly Connect to authorize the connection.

After successfully connecting your Webflow account, test the trigger to ensure that Pabbly Connect can capture the form submission data. This step is crucial as it confirms that the integration is set up correctly.

3. Setting Up Zoho CRM as the Action Application

Next, you will configure Zoho CRM as the action application in Pabbly Connect. Choose Zoho CRM from the list and select the action event as ‘Create Contact’. This means that each time the trigger from Webflow activates, a new contact will be created in Zoho CRM.

To connect your Zoho CRM account, you will need to enter your Zoho domain. Copy your Zoho domain from your Zoho CRM account URL, for example, ‘yourdomain.zoho.com’. Paste this into Pabbly Connect to establish the connection.

• Provide the required details like First Name, Last Name, Email, and Phone Number.
• Use the mapping feature to pull data from the Webflow form submission.
• Test the action to verify that a new contact is created in Zoho CRM.

Once the test is successful, you can finalize the workflow. This integration will now automatically create a Zoho CRM contact whenever there is a new submission on your Webflow form.

4. Finalizing the Integration in Pabbly Connect

After testing both the trigger and action steps in Pabbly Connect, it’s time to finalize your integration. Ensure that all fields are correctly mapped, and the data from Webflow is accurately reflected in Zoho CRM. Review the workflow to make sure it meets your needs.

Once you are satisfied with the setup, click on the ‘Save’ button to activate the workflow. This will enable the automation, so you don’t have to manually create contacts in Zoho CRM anymore. Every form submission will now trigger the creation of a contact automatically.

Additionally, you can check the history of the workflow in Pabbly Connect to monitor the submissions and see if contacts are being created as expected. This will help you ensure that the integration is functioning smoothly.

5. Conclusion

In this tutorial, you learned how to create Zoho CRM contacts from Webflow form submissions using Pabbly Connect. By following these steps, you can automate your workflow and save valuable time. This integration allows for seamless data transfer between Webflow and Zoho CRM, enhancing your digital marketing efforts.

Now, you can focus on other important tasks while Pabbly Connect takes care of your contact management needs. Automate your processes today and improve your efficiency!