Integrating Zoho CRM with Contact Form 7 Using Pabbly Connect

Learn how to automate the process of creating Zoho CRM contacts from Contact Form 7 submissions using Pabbly Connect. Step-by-step guide included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Zoho CRM Integration

To start with the integration process, you first need to access Pabbly Connect. Sign in to your existing Pabbly Connect account or create a new one if you are a first-time user. Pabbly Connect offers a free plan that allows up to 100 tasks per month.

Once logged in, you will see the Pabbly Connect dashboard. From here, you can access all the applications that Pabbly provides. Click on the ‘Access Now’ button to proceed to the Pabbly Connect interface where you can create a workflow.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will appear, prompting you to name your workflow. using Pabbly Connect

For this integration, name your workflow as ‘Create Zoho CRM Contact on Contact Form 7 Submission’. You can also choose a specific folder to save this workflow. Select the folder named ‘CRM Automations’ to keep your workflows organized.

• Click on the ‘Create’ button to finalize your workflow setup.
• You will see the trigger and action windows appear on your screen.

Now that your workflow is created, you can proceed to set up the trigger that will initiate this automation.

3. Setting Up the Trigger with Contact Form 7

The first step in your workflow is to set up the trigger. For this integration, select ‘Contact Form 7’ as the trigger application. The event will be ‘New Form Submission’. This means that every time a form is submitted via Contact Form 7, it will trigger the workflow. using Pabbly Connect

Pabbly Connect will provide you with a unique webhook URL. Copy this URL, as it will be used to connect your Contact Form 7 form to Pabbly Connect.

• Log into your WordPress dashboard and navigate to the Contact Form 7 settings.
• Open the form you want to connect and click on the ‘Webhook’ option to paste the copied URL.

After saving the changes, you can go back to Pabbly Connect to test the connection by submitting a test form.

4. Testing the Connection and Submitting a Form

To ensure that everything is set up correctly, perform a test submission using the Contact Form 7 form. Fill in the required fields, such as first name, last name, phone number, and email address, and click on the ‘Submit’ button. using Pabbly Connect

Once the submission is complete, return to your Pabbly Connect workflow. You should see that Pabbly Connect has captured the response from the test submission, confirming that the trigger is functioning as expected.

Check the captured data for accuracy, ensuring all fields are correctly populated. This confirms that the connection between Contact Form 7 and Pabbly Connect is successful.

Now that the trigger is set up and tested, you can proceed to the action step, which involves creating a contact in Zoho CRM.

5. Setting Up the Action to Create a Zoho CRM Contact

The final step in this automation is to set up the action that will occur after the trigger. For the action application, select ‘Zoho CRM’ and choose the action event as ‘Create Contact’. This will allow Pabbly Connect to create a new contact in your Zoho CRM account based on the form submission. using Pabbly Connect

Click on the ‘Connect’ button to establish a connection with your Zoho CRM account. You will be prompted to enter your Zoho CRM domain. This is typically ‘zoho.com’. After entering the domain, click ‘Save’.

Authorize Pabbly Connect to access your Zoho CRM account by clicking the ‘Accept’ button. Map the fields from your Contact Form 7 submission to the corresponding fields in Zoho CRM.

After mapping the fields, click on the ‘Save and Send Test Request’ button to create the contact. If successful, you will receive a positive response, confirming that the contact has been created in your Zoho CRM account.

Conclusion

In this tutorial, we demonstrated how to create a Zoho CRM contact from Contact Form 7 submissions using Pabbly Connect. By following these steps, you can automate the process of managing leads efficiently. This integration ensures that every lead captured through your website is stored in your Zoho CRM, allowing you to act quickly and effectively.