Integrate Zoho Campaigns with Typeform Using Pabbly Connect

Learn how to automate adding or updating Zoho Campaigns subscribers from Typeform submissions using Pabbly Connect. Step-by-step guide included. 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 start automating your processes, the first step is to access Pabbly Connect. This platform allows you to connect various applications seamlessly, including Zoho Campaigns and Typeform. By signing into your Pabbly Connect account, you can set up workflows that will automate the data transfer between these applications.

Once logged in, you will see the Pabbly Connect dashboard, which provides options to create new workflows. You can either click on the ‘Create Workflow’ button or explore existing workflows to understand how they function. This is crucial for setting up your integration effectively.

2. Creating a Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect involves defining a trigger and an action. The trigger for this integration will be a new form submission in Typeform, which will automatically initiate the workflow. To create the workflow, click on the ‘Create Workflow’ button and give your workflow a descriptive name, such as ‘Add or Update Zoho Campaign Subscriber on Typeform Submission’.

• Click on ‘Create Workflow’.
• Name your workflow appropriately.
• Select the folder to save your workflow.

After creating the workflow, you will need to set the trigger application as Typeform. This is where you specify that the workflow should activate on new entries from your Typeform forms. Once you’ve done this, you can proceed to connect your Typeform account with Pabbly Connect.

3. Setting Up the Trigger for Typeform

In this step, you will configure the trigger in Pabbly Connect to capture new submissions from your Typeform. Select Typeform as the trigger application and the trigger event as ‘New Entry’. This means that every time a new form submission is made, Pabbly Connect will capture this data.

To connect your Typeform account, click on ‘Connect with Typeform’. You will be prompted to authorize Pabbly Connect to access your Typeform data. Once authorized, select the specific form you want to use for this integration. After selecting the form, click on ‘Save and Send Test Request’ to ensure that the connection is working properly.

4. Configuring the Action to Update Zoho Campaigns

After setting up the trigger, the next step is to define the action that will occur in Zoho Campaigns when a new submission is received. In this case, you will select Zoho Campaigns as the action application and choose the action event as ‘Add or Update Subscriber’. This setup allows you to automatically add or update subscribers based on the information received from Typeform submissions. using Pabbly Connect

To connect to Zoho Campaigns, click on ‘Connect with Zoho Campaigns’ and enter your domain. After entering the domain, authorize the connection. Once connected, select the specific list where you want to add the new subscriber. You will then map the fields from your Typeform submission to the corresponding fields in Zoho Campaigns.

• Select the list for new subscribers.
• Map the email, first name, and last name fields from Typeform.
• Submit the test request to verify the integration.

After mapping the fields, click on ‘Save and Send Test Request’. This will send a confirmation email to the new subscriber, who must confirm their subscription to be added to your Zoho Campaigns list.

5. Finalizing the Integration and Confirming Subscription

Once you have completed all the steps in Pabbly Connect, your integration between Typeform and Zoho Campaigns is set up. When a new form submission occurs, the details will automatically be added or updated in your Zoho Campaigns account. This automation saves you time and ensures your email list is always current.

To finalize the process, the new subscriber must confirm their subscription via the email sent by Zoho Campaigns. Once they click the confirmation link, they will be successfully added to your email list. You can check your Zoho Campaigns account to see the new subscriber reflected there.

This integration not only streamlines your workflow but also enhances your engagement with your audience by ensuring timely communication. Using Pabbly Connect makes managing your subscriber list effortless and efficient.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.