Integrating Typeform Leads with Zoho Campaigns Using Pabbly Connect

Learn how to seamlessly integrate Typeform leads into Zoho Campaigns using Pabbly Connect. Follow this step-by-step tutorial for efficient automation. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Typeform leads with Zoho Campaigns, you need to access Pabbly Connect. Visit the official website by typing ‘Pabbly.com’ in your browser. If you’re a new user, click on the ‘Sign Up for Free’ button to create your account. Existing users can simply click on ‘Sign In’ to access their accounts.

Once logged in, navigate to the ‘All Apps’ section and click on ‘Pabbly Connect’. This will take you to the dashboard where you can create new workflows. Click on the plus sign to create a workflow and name it something like ‘Typeform to Zoho Campaigns Integration’. Click on ‘Create’ to proceed.

2. Setting Up Typeform as Trigger Application

In your newly created workflow, you will set Typeform as the trigger application. Click on the trigger window and select ‘Typeform’ from the application list. Choose ‘New Entry’ as the trigger event. Next, click on ‘Connect’ to establish a connection with your Typeform account. using Pabbly Connect

• Click on ‘Add New Connection’ and select ‘Connect with Typeform’.
• Authorize Pabbly Connect to access your Typeform account.
• Select the form you want to use for this integration.

Make sure you have a form ready in Typeform. After selecting the form, save the settings and test the request to ensure everything is working. Pabbly Connect will now wait for form submissions to trigger the next action.

3. Capturing Form Submissions from Typeform

To capture form submissions, you need to conduct a test submission. Open your Typeform and fill in the required fields such as first name, last name, email address, and phone number. Once completed, submit the form.

After submitting, return to Pabbly Connect. Within seconds, the form response will be captured automatically. You should see all the details, including the first name, last name, email, and phone number, displayed in the response section of Pabbly Connect.

This data will be crucial for adding subscribers to your Zoho Campaigns. Ensure that the captured information is accurate before proceeding to the next step of integration.

4. Integrating Zoho Campaigns as Action Application

The next step is to set Zoho Campaigns as the action application in your workflow. In the action window, select ‘Zoho Campaigns’ and choose ‘Add or Update a Subscriber’ as the action event. Click on ‘Connect’ to link your Zoho Campaigns account with Pabbly Connect. using Pabbly Connect

• Enter your Zoho domain (e.g., zoho.com) when prompted.
• Authorize Pabbly Connect to access your Zoho Campaigns account.
• Select the list where you want to add the subscribers.

Map the fields from the Typeform response to the corresponding fields in Zoho Campaigns, including email address, first name, last name, and phone number. Once everything is mapped correctly, click on ‘Save and Send Test Request’ to finalize the setup.

5. Confirming Subscription and Testing Integration

After the test request is sent, check the email of the test subscriber to confirm their subscription. The email will contain a confirmation link that the subscriber must click to finalize their subscription to your mailing list.

Once the subscriber confirms their email, return to your Zoho Campaigns account and refresh the page. You should see the new subscriber added to your specified list. This confirms that the integration between Typeform and Zoho Campaigns via Pabbly Connect is functioning correctly.

To ensure the integration works in real-time, conduct additional test submissions using different email addresses. Each submission should lead to a confirmation email being sent and the subscriber being added to Zoho Campaigns, demonstrating the efficiency of your automation setup.

Conclusion

Integrating Typeform leads into Zoho Campaigns using Pabbly Connect automates your lead management process efficiently. By following these steps, you can ensure that every form submission is captured and processed seamlessly, enhancing your marketing efforts.