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How to Send New Webflow Form Submissions to Zoho CRM Instantly

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To start automating your Webflow form submissions to Zoho CRM, first, access Pabbly Connect. This all-in-one automation tool allows you to integrate various applications seamlessly.

After signing up at Pabbly Connect, you will receive 100 free tasks monthly. This is perfect for testing your integrations. Once logged in, navigate to the dashboard to create a new workflow.

2. Creating a Workflow in Pabbly Connect

To create a workflow, click on the Pabbly Connect dashboard and select the “Create Workflow” button. Choose the option to use the Quick Builder for ease.

Click on the “Create Workflow” button.
Select “Create Using Quick Builder”.
Enter the prompt: “Send new Webflow form submissions to Zoho CRM instantly”.

Once you enter the prompt, Pabbly Connect will analyze your request and ask for the Webflow version you want to use. Choose Webflow v1 and select the trigger as “New Form Submission”.

3. Connecting Webflow to Pabbly Connect

After setting up the trigger, it’s time to connect Webflow to Pabbly Connect. You will receive a webhook URL that you need to copy for the next steps.

Go to your Webflow dashboard, select the form you created, and access the settings. Here’s how to connect:

Click on the three dots next to your form.
Select the “Settings” option.
Navigate to “Apps and Integrations”.
Add the webhook using the copied URL and select “Form Submission” as the trigger type.

After adding the webhook, make a test submission to ensure everything is connected properly. This will confirm that the data flows from Webflow to Pabbly Connect successfully.

4. Integrating Zoho CRM with Pabbly Connect

Now that Webflow is connected, the next step is to integrate Zoho CRM with Pabbly Connect. Click on the Zoho CRM application and select the action as “Create Contact”.

You will need to authorize Pabbly Connect to access your Zoho CRM account. Enter your domain (e.g., zoho.com) and click on the save button. Grant the necessary permissions to allow the connection.

Select “Create Contact” as the action.
Map the fields from the previous application.
Click on the “Save and Send Test Request” button to test.

Once the mapping is done, you should see a new contact created in your Zoho CRM account based on the data submitted from Webflow. This confirms that the integration is working as intended.

5. Conclusion

In this tutorial, we demonstrated how to automate Webflow form submissions into Zoho CRM using Pabbly Connect. This integration streamlines the process of capturing leads and saves valuable time for businesses.

By following these detailed steps, you can easily set up similar automations to enhance your workflow. Automating these tasks allows you to focus on what truly matters—growing your business.