Integrate Zoho CRM with Contact Form Submissions Using Pabbly Connect

Learn how to seamlessly add new leads in Zoho CRM from Contact Form submissions using Pabbly Connect. Follow this step-by-step tutorial for easy integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Zoho CRM with Contact Form submissions, the first step is to access Pabbly Connect. Open your browser and enter the URL Pabbly.com/connect. This will take you to the Pabbly Connect landing page where you can either sign in or sign up for a free account.

If you are a new user, click on the ‘Sign up for free’ button to get started. Existing users can simply click ‘Sign in’. Once signed in, navigate to the Pabbly Connect dashboard where you can create your workflow.

2. Creating a New Workflow in Pabbly Connect

After signing in to Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to choose between the new workflow builder and the classic one. Select the new workflow builder for a more modern interface.

• Enter a name for your workflow, such as ‘Add New Leads in Zoho CRM from Contact Form Submissions’.
• Choose a folder where you would like to save this workflow.
• Click on the ‘Create’ button to proceed.

Once the workflow window opens, you will be able to set up the triggers and actions necessary for this integration.

3. Setting Up the Trigger for Contact Form 7

In the workflow window of Pabbly Connect, click on the ‘Add Trigger’ button. You will need to select ‘Contact Form 7’ as the application for the trigger. The trigger event should be set to ‘New Form Submission’.

After selecting the trigger application and event, you will receive a webhook URL. Copy this URL as it will be used to connect Contact Form 7 with Pabbly Connect. Go to your Contact Form 7 settings and paste this webhook URL in the designated section.

4. Creating an Action in Zoho CRM

Now that the trigger is set up, it’s time to add an action. Click on ‘Add New Action’, and select ‘Zoho CRM’ as the application. For the action event, choose ‘Create Contact’. This will allow you to create a new contact in Zoho CRM whenever a form is submitted.

• You will need to connect your Zoho CRM account to Pabbly Connect by entering your domain.
• Map the necessary fields such as first name, last name, email, and phone number from the form submission to the corresponding fields in Zoho CRM.
• Once all fields are mapped, click on ‘Save and Send Test Request’ to verify the integration.

Upon successful test, a new contact will be created in your Zoho CRM based on the details submitted through the Contact Form.

5. Testing the Integration in Real-Time

With the integration set up, it’s important to test it in real-time. Go back to your Contact Form and submit a test entry. For example, enter the first name as ‘Smart’, last name as ‘User’, email, and any other required fields.

After submitting the form, check your Zoho CRM account to see if the new contact appears. Refresh the contact list to ensure the new entry has been added successfully. This confirms that the connection between Contact Form 7 and Zoho CRM via Pabbly Connect is working seamlessly.

Conclusion

Integrating Zoho CRM with Contact Form submissions using Pabbly Connect streamlines the process of managing leads effectively. By following the steps outlined in this tutorial, you can automate the lead capturing process, saving time and enhancing productivity.