Integrate Zoho Forms with Notion Using Pabbly Connect

Learn how to automate the creation of Notion items from Zoho Forms submissions using Pabbly Connect. Step-by-step tutorial included. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Zoho Forms and Notion Integration

To integrate Zoho Forms with Notion, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing in to your account. If you don’t have an account, you can create one for free, allowing you to perform up to 100 tasks monthly.

After logging in, navigate to the Pabbly Connect dashboard. Here, you can manage all your workflows. To create a new workflow for integrating Zoho Forms and Notion, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. Enter a descriptive name like ‘Create Notion Item on Zoho Forms Submission’ and select the folder to save it in.

2. Setting Up the Trigger for Zoho Forms

The next step involves setting up the trigger in Pabbly Connect. A trigger is an event that starts your workflow. In this case, select Zoho Forms as your trigger application and choose the event ‘New Form Submission.’ This means that whenever a new form is submitted in Zoho, it will trigger the workflow.

• Select Zoho Forms as the trigger application.
• Choose the event ‘New Form Submission.’
• Connect your Zoho Forms account to Pabbly Connect.

After connecting, you will need to set up a webhook URL provided by Pabbly Connect in your Zoho Forms account. This URL acts as a bridge between Zoho Forms and Pabbly Connect. Copy the webhook URL and paste it in the Zoho Forms settings under the Webhook section, replacing any existing URLs.

3. Testing the Zoho Forms Trigger

Once the webhook is set up, it is crucial to test the connection. Go back to Pabbly Connect and click on ‘Test Trigger’ to ensure that the data from your Zoho Form is being received correctly. Fill out your Zoho Form with dummy data and submit it.

If the test is successful, you will see the submitted data appear in Pabbly Connect. This confirms that the integration between Zoho Forms and Pabbly Connect is working as intended. You should see fields like First Name, Last Name, Email, and Phone Number populated with the test data you submitted.

4. Setting Up the Action to Create a Notion Item

Now that the trigger is confirmed, it’s time to set up the action in Pabbly Connect. Choose Notion as your action application and select the action event ‘Create Database Item.’ This step will allow you to create a new item in your Notion database each time a form is submitted in Zoho.

• Select Notion as the action application.
• Choose the action event ‘Create Database Item.’
• Connect your Notion account to Pabbly Connect.

After connecting, select the Notion database where you want to create items. Map the fields from the Zoho Forms submission to the corresponding fields in your Notion database. This mapping ensures that the data flows correctly from Zoho Forms to Notion.

5. Final Testing and Confirmation

With the action set up, it’s time to test the entire workflow in Pabbly Connect. Click on ‘Save and Send Test Request’ to send a test data entry from Zoho Forms to Notion. After executing the test, check your Notion database to confirm that the new item has been created with the data from the form submission.

If everything is set up correctly, you should see the new item reflecting the details you submitted in Zoho Forms. This confirms that the integration is functioning as intended, automating your workflow effectively.

Now, every time a new submission is made in your Zoho Form, an item will be automatically created in your Notion database, streamlining your project management tasks.

Conclusion

This tutorial successfully demonstrated how to create Notion items from Zoho Forms submissions using Pabbly Connect. By following these steps, you can automate your workflow and enhance productivity. Enjoy seamless integration between Zoho and Notion!