Integrate Zoho Campaigns with Paperform Using Pabbly Connect: A Step-by-Step Guide

Learn how to seamlessly integrate Zoho Campaigns with Paperform submissions using Pabbly Connect. Step-by-step instructions included! Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To integrate Zoho Campaigns with Paperform, the first step is to access Pabbly Connect. Open your browser and search for Pabbly Connect’s official website. You will find options to either sign in or sign up for free. If you are a new user, signing up grants you 100 tasks free every month.

For existing users, click on the ‘Sign In’ button. After signing in, navigate to your dashboard where you will see various Pabbly applications. To start the integration process, select Pabbly Connect as it facilitates the connection between Paperform and Zoho Campaigns.

2. Create a New Workflow in Pabbly Connect

Once you are in Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder to save it. For instance, you can name it ‘Add or Update Zoho Campaigns Subscriber on Paperform Submission’ and save it in the ‘Automations’ folder.

After naming your workflow, click on ‘Create’. This will take you to the workflow window where you can set up triggers and actions. In this case, the trigger application will be Paperform, which will initiate the workflow whenever a new form submission occurs.

3. Set Up Trigger for Paperform Submission

In the workflow window, select Paperform as your trigger application. The trigger event should be set to ‘New Form Submission’. Upon selecting this, Pabbly Connect will generate a Webhook URL that you will use to connect Paperform with your workflow.

Copy the Webhook URL and log into your Paperform account. Edit the form you want to connect, navigate to the ‘After Submission’ tab, and click on ‘Integrations’. Under Webhooks, add the copied URL and set it to trigger on new submissions. This step is crucial as it establishes the connection between Paperform and Pabbly Connect.

• Open your Paperform account.
• Edit the desired form and go to the ‘After Submission’ tab.
• Paste the Webhook URL and set the trigger event.

After setting this up, perform a test submission to ensure that Pabbly Connect captures the response correctly. This will confirm that your trigger is functioning as intended.

4. Add or Update Zoho Campaigns Subscriber

With the trigger set up, the next step is to add or update a subscriber in Zoho Campaigns. In Pabbly Connect, select Zoho Campaigns as your action application. Choose the action event as ‘Add or Update Subscriber’ and click on connect.

If you haven’t connected your Zoho Campaigns account yet, you will need to create a new connection. Provide your domain (e.g., zoho.com) and grant the necessary permissions. Once connected, select the list where you want the subscriber to be added. This is typically your course enrollment leads list.

• Select Zoho Campaigns as the action application.
• Choose the action event ‘Add or Update Subscriber’.
• Map the fields from the Paperform submission to the Zoho Campaigns fields.

Mapping fields ensures that the data from Paperform is correctly transferred to Zoho Campaigns, making your subscriber list dynamic and up-to-date with each new submission.

5. Test Your Integration

After completing the setup, it’s crucial to test your integration. Fill out the Paperform with test data and submit it. Pabbly Connect will capture this submission and trigger the workflow, adding or updating the subscriber in Zoho Campaigns.

Check your email for the subscription confirmation and verify in your Zoho Campaigns account that the new subscriber has been successfully added. This final check ensures that everything is working seamlessly, and your integration is complete.

With the setup finalized, you can now automate the process of adding or updating subscribers in Zoho Campaigns with every new Paperform submission. This integration saves time and ensures your email marketing efforts are always up-to-date.

Conclusion

Integrating Zoho Campaigns with Paperform using Pabbly Connect streamlines your email marketing efforts by automatically adding or updating subscribers. By following these steps, you can ensure that your subscriber list remains current and effective.