How to Track Customer Satisfaction from Typeform to Zoho CRM Using Pabbly Connect

Learn how to seamlessly track customer satisfaction by integrating Typeform with Zoho CRM using Pabbly Connect. Step-by-step guide included. 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. Accessing Pabbly Connect for Integration

To track customer satisfaction from Typeform to Zoho CRM, you must first access Pabbly Connect. This powerful automation tool allows you to connect various applications seamlessly without any coding.

Begin by opening a new browser tab and navigating to Pabbly.com/connect. Here, you can either sign up for a new account or log in if you are an existing user. Once logged in, you will be directed to the Pabbly Connect dashboard, where you can create new workflows.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name it ‘Track Customer Satisfaction from Typeform to Zoho CRM’. Select your desired folder for better organization.

• Click on the ‘Create’ button.
• Define a trigger for your workflow.
• Choose Typeform as the application to start the automation.

Once you have created the workflow, you will need to set a trigger event. This event will initiate the workflow each time a customer submits their feedback form in Typeform.

3. Setting Up the Trigger with Typeform

In this step, you will configure the trigger in Pabbly Connect. Click on ‘Add Trigger’ and select Typeform as your application. Choose the event ‘New Entry’ to capture responses from your customer satisfaction form.

Click on the ‘Connect’ button. You will have the option to add a new connection or select an existing one. If adding a new connection, click on ‘Connect with Typeform’ and authorize the connection. Once connected, refresh the fields to ensure you can capture the latest data.

4. Setting Up the Action with Zoho CRM

After successfully setting up the trigger, the next step involves selecting Zoho CRM as the action application in Pabbly Connect. Click on the ‘Plus’ icon to add an action and select Zoho CRM.

• Choose the event ‘Create Contact’ to add new customer data.
• Connect your Zoho CRM account by entering your domain.
• Map the data fields from Typeform to Zoho CRM, such as first name, last name, and email.

Mapping the fields correctly is crucial as it ensures that the data flows smoothly from Typeform to Zoho CRM. After mapping the necessary fields, click on ‘Save and Send Test Request’ to verify that the integration is functioning correctly.

5. Finalizing the Integration and Testing

Once you have tested the integration successfully, click on the ‘Save’ button to finalize your workflow in Pabbly Connect. This will ensure that all future submissions from your Typeform will automatically create new contacts in Zoho CRM.

To test the entire workflow, fill out the Typeform customer satisfaction form again. After submission, check your Zoho CRM to confirm that the new contact has been created with all relevant details captured accurately. This automation eliminates manual data entry and keeps your customer feedback organized.

Conclusion

By following these steps, you can effectively track customer satisfaction by integrating Typeform with Zoho CRM using Pabbly Connect. This integration streamlines your workflow, ensuring that customer feedback is captured and organized efficiently.