Integrating Zoho CRM with Webflow Using Pabbly Connect

Learn how to create Zoho CRM contacts on Webflow form submissions using Pabbly Connect in this detailed step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start creating Zoho CRM contacts on Webflow form submissions, first, access Pabbly Connect. This platform allows seamless integration between various applications without any coding skills required. Simply visit the Pabbly website and sign in to your account.

Once logged in, navigate to the Pabbly Connect dashboard where you can create new workflows. This is the central hub for managing all your integrations, including connecting Webflow to Zoho CRM. Follow these steps to begin:

• Visit the Pabbly Connect website and log in to your account.
• Select ‘Create New Workflow’ from the dashboard.

After selecting the workflow option, you will be prompted to name your workflow. Choose a descriptive name like ‘Create Zoho CRM Contact on Webflow Form Submission’ to easily identify it later. This naming convention helps in organizing your workflows efficiently.

2. Setting Up the Trigger for Webflow Form Submission

The next step in using Pabbly Connect is to set up the trigger for your workflow. This trigger will activate whenever a new form submission occurs in Webflow. Start by selecting Webflow as your trigger application.

In the trigger settings, choose the event as ‘Form Submitted’. This tells Pabbly Connect to listen for any new submissions from your specified Webflow form. Follow these steps:

• Select Webflow from the list of applications.
• Choose the trigger event as ‘Form Submitted’.
• Connect your Webflow account by providing the necessary API token.

After connecting your Webflow account, test the trigger to ensure it captures the form submissions correctly. Pabbly Connect will display the response received from Webflow, confirming that the trigger is set up properly and ready to capture data from your forms.

3. Connecting Zoho CRM for Contact Creation

Now that the trigger is set up, the next step is to connect Zoho CRM using Pabbly Connect. This is crucial for creating a new contact in Zoho CRM whenever a form is submitted in Webflow. Select Zoho CRM as your action application.

In the action step, choose the event as ‘Create Contact’. You will need to authenticate your Zoho CRM account by entering the domain of your Zoho account. Follow these steps to complete the connection:

Select Zoho CRM from the action application list. Choose the action event as ‘Create Contact’. Enter your Zoho account domain in the provided field.

Once authenticated, you can map the fields from the Webflow form submission to the corresponding fields in Zoho CRM. This ensures that the data collected from Webflow is accurately reflected in your CRM system.

4. Mapping Fields Between Webflow and Zoho CRM

Field mapping is a critical step in using Pabbly Connect for integration. It allows you to specify how data from Webflow should be placed into Zoho CRM. Start by mapping the fields from your Webflow form to the appropriate fields in Zoho CRM.

For example, you can map the first name, last name, email address, and phone number fields. Ensure that you select the correct responses received from Webflow. Follow these steps for effective mapping:

Select the corresponding Webflow fields in the mapping section. Map these to the fields in Zoho CRM such as First Name, Last Name, Email, and Phone Number.

After mapping the fields, save your settings and send a test request to ensure that the integration works as intended. This will create a test contact in Zoho CRM based on the data submitted from Webflow.

5. Testing the Integration and Finalizing Setup

Finally, it’s time to test your integration using Pabbly Connect. After setting everything up, perform a test submission on your Webflow form. This will help confirm that the contact is created in Zoho CRM as expected.

Once the test submission is successful, review Zoho CRM to check if the new contact appears with the correct details. Follow these steps to finalize your setup:

Submit a test entry through your Webflow form. Check Zoho CRM for the newly created contact. If everything is correct, save and activate your workflow in Pabbly Connect.

This testing phase is crucial to ensure that your automation is working seamlessly, allowing you to automate the process of creating contacts in Zoho CRM from Webflow form submissions effortlessly.

Conclusion

In this tutorial, we explored how to create Zoho CRM contacts from Webflow form submissions using Pabbly Connect. By following these steps, you can automate the contact creation process, saving time and ensuring data accuracy. With Pabbly Connect, integrating applications has never been easier.