Integrate Zoho Forms with Airtable Using Pabbly Connect: A Step-by-Step Guide

Learn how to create Airtable records from Zoho Forms submissions using Pabbly Connect. Follow this detailed tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To integrate Zoho Forms with Airtable, the first step is to access Pabbly Connect. Visit the Pabbly Connect homepage by typing ‘Pabbly.com/connect’ in your browser.

Once on the homepage, you will find options to sign in or sign up for free. If you are a new user, click on ‘Sign Up for Free’ to create an account and receive 100 free tasks every month. Existing users can simply click ‘Sign In’ to log into their accounts.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, you will be taken to the dashboard. Here, click on the ‘Create Workflow’ option to begin setting up your automation.

A dialog box will appear asking you to provide a name for your workflow. Enter a descriptive name like ‘Create Airtable Record on Zoho Form Submission’ and select a folder for organization. Choose a folder related to lead management, as this automation will help manage leads from Zoho Forms submissions.

3. Setting Up the Trigger for Zoho Forms

In this section, you will set up the trigger for your workflow. The trigger will be based on submissions from Zoho Forms. Select Zoho Forms as your trigger application.

Next, choose the trigger event. In this case, select ‘New Form Submission,’ which means the workflow will activate whenever a new form is submitted. This is crucial for linking Zoho Forms to Pabbly Connect.

• Select the trigger application: Zoho Forms
• Choose the trigger event: New Form Submission
• Build the connection with Zoho Forms using the webhook URL provided by Pabbly Connect

After setting up the trigger, you will copy the webhook URL provided by Pabbly Connect and paste it into your Zoho Forms integration settings to establish the connection.

4. Testing the Zoho Forms Connection

Once the webhook URL is set in Zoho Forms, it’s time to test the connection. Go back to your Zoho Forms account, and fill out the inquiry form with dummy details to simulate a submission.

After submitting the form, return to Pabbly Connect. You should see a message indicating that it is waiting for a webhook response. If the submission was successful, you will see the details captured in Pabbly Connect, confirming that the integration is working correctly.

• Fill out the inquiry form with test data
• Submit the form and check for the response in Pabbly Connect
• Confirm that the data is captured correctly

With successful data capture, you are now ready to proceed to the next step of creating a record in Airtable.

5. Creating a Record in Airtable

Now that you have confirmed the connection between Zoho Forms and Pabbly Connect, the next step is to create a record in Airtable based on the form submission. Select Airtable as your action application.

Choose the action event as ‘Create Record.’ You will need to set up a new connection to Airtable by granting Pabbly Connect access to your Airtable account. Make sure you are logged into your Airtable account for a smooth connection process.

Select Airtable as the action application Choose the action event: Create Record Map the fields from Zoho Forms to Airtable columns

After mapping the required fields such as name, email, phone number, and property type, click on ‘Save and Send Test Request’ to finalize the integration. You should see the record created in Airtable, confirming that your automation is successfully set up.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate the process of creating Airtable records from Zoho Forms submissions. By following these steps, you can efficiently manage your leads and streamline your workflow.

With Pabbly Connect, integrating applications like Zoho Forms and Airtable becomes a seamless experience, allowing you to focus on your business growth without manual data entry.