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Send Form Leads to Zoho Bigin Automatically

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To send form leads to Zoho Bigin automatically, you need to start by accessing Pabbly Connect. If you are an existing user, simply open your workflow builder. New users should visit pabbl.com/connect to sign up.

Once on the landing page, click on the “Sign Up for Free” button in the top right corner. You will receive 100 free tasks each month to explore Pabbly Connect, allowing you to add up to 100 form leads to Zoho Bigin for free.

2. Setting Up the Trigger in Pabbly Connect

In this section, you will set up the trigger in Pabbly Connect to collect leads from your form. Click on the “Add Trigger” button and select the form application you are using. For this tutorial, we will use Typform as the lead collection tool.

Select “New Entry” as the event.
Click on “Connect” to establish a connection.
If you have a previous connection, select it; otherwise, create a new one.

Ensure that your Typform account is logged in. Allow Pabbly Connect to access your Typform account by clicking “Accept” when prompted. After connecting, select the specific form you want to use for automation and set the response format to “Advanced” before clicking “Save and Send Test Request”.

3. Capturing Form Responses in Pabbly Connect

After setting up the trigger, Pabbly Connect will wait for the form submission to capture the response. Open your form link in a new tab and fill in the required details, such as first name, last name, mobile number, and email address. Submit the form to send the data.

Once submitted, return to Pabbly Connect and wait for it to capture the response. You should see the data reflected in the workflow. This step is crucial as it confirms that the integration is working correctly.

4. Creating the Action Step to Add Contacts in Zoho Bigin

Next, you will create an action step in Pabbly Connect to add the captured leads as contacts in Zoho Bigin. Click on “Add New Action Step” and search for Zoho Bigin as the action application. Select “Create Contact” as the event.

Click on “Connect” to establish a connection.
If you have a previous connection, select it; otherwise, create a new one.
Enter your Zoho domain for the connection.

Once connected, you will need to select the owner and map the details received from the form submission. Mapping allows Pabbly Connect to dynamically insert data from the previous step, ensuring that each new contact is created with the correct information.

5. Testing the Integration in Pabbly Connect

Finally, you will test the integration to ensure it works correctly. After mapping the required fields, click on “Save and Send Test Request”. If you receive a duplicate data error, delete the existing contact in Zoho Bigin before re-testing.

Upon successful execution, refresh your Zoho Bigin account to see the new contact added. This confirms that the automation is functioning as intended, showcasing the power of Pabbly Connect in streamlining your workflow.

Conclusion

In this tutorial, you learned how to send form leads to Zoho Bigin automatically using Pabbly Connect. This integration simplifies your lead management process, enabling seamless data transfer between applications. Experience the efficiency of automation with Pabbly Connect today!