Learn how to automate the creation of GoToTraining registrants from Zoho Forms submissions using Pabbly Connect. Step-by-step tutorial included. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To automate the process of creating GoToTraining registrants from Zoho Forms submissions, you first need to access Pabbly Connect. This powerful automation tool allows you to integrate various applications seamlessly.
Visit the Pabbly Connect homepage by entering ‘Pabbly.com/connect’ in your browser. If you are a new user, click on ‘Sign Up Free’ to create an account and explore the features. Existing users can simply sign in to their accounts. Once logged in, you will be directed to the dashboard where you can create your workflow.
2. Creating a Workflow in Pabbly Connect
After accessing Pabbly Connect, the next step is to create a workflow for the integration. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. Name your workflow something descriptive, such as ‘Create GoToTraining Registrant on Zoho Form Submission’.
- Click on ‘Create’ to initiate the workflow setup.
- Select ‘Zoho Forms’ as the trigger application.
- Choose ‘New Form Submitted’ as the trigger event.
By selecting these options, you are setting up the trigger that will activate the automation whenever a new form submission is received through Zoho Forms.
3. Setting Up Zoho Forms Integration
Now that the workflow is created, you need to connect your Zoho Forms account to Pabbly Connect. You will receive a webhook URL, which is essential for this integration. Copy this URL as you will need it in Zoho Forms.
Log in to your Zoho Forms account and select the form you want to integrate. Click on ‘Edit’ and navigate to the ‘Integrations’ tab. From the integrations options, select ‘Webhooks’. Here, paste the copied webhook URL into the designated field and choose ‘Application/JSON’ as the content type. Make sure to save the changes.
4. Testing the Integration with a Form Submission
With the integration set up, it’s time to test it. Go back to your Zoho form and fill it out with dummy data, such as a first name, last name, phone number, and email address. Submit the form to trigger the automation.
Once you submit the form, return to Pabbly Connect and check for the webhook response. You should see the data from your form submission captured successfully. This indicates that the connection between Zoho Forms and Pabbly Connect is functioning properly.
5. Creating a GoToTraining Registrant
Now that the trigger is set and tested, you need to create a registrant in GoToTraining using the data received from Zoho Forms. In your Pabbly Connect workflow, select ‘GoToTraining’ as the action application.
Choose ‘Create Registrant’ as the action event. You will need to connect your GoToTraining account by clicking on ‘Connect’. After successful authorization, select the training session for which you want to create the registrant. Map the fields from the Zoho Forms submission to the corresponding fields in GoToTraining, such as first name, last name, and email address.
Finally, click on ‘Save and Send Test Request’. If successful, you will see a confirmation that the registrant has been created. Refresh your GoToTraining account to verify that the new registrant appears under the selected training session.
Conclusion
In this tutorial, we explored how to automate the creation of GoToTraining registrants from Zoho Forms submissions using Pabbly Connect. By setting up a trigger in Zoho Forms and connecting it to GoToTraining, you can streamline your registration process and save valuable time. This integration ensures that every participant is automatically registered, allowing you to focus on delivering your training effectively.
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