Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start integrating Typeform with Zoho CRM, first access Pabbly Connect. You can do this by visiting pabby.com and signing into your account. If you are a new user, you can sign up for free and get 100 tasks per month to test the platform.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow for your integration. Click on the “Create Workflow” button, name it “Send Form Responses to Zoho CRM Automatically,” and select an appropriate folder for organization.

2. Setting Up the Trigger with Typeform

In this section, you will set up the trigger for your workflow using Pabbly Connect. The trigger will activate whenever a new form submission is received from Typeform. Select Typeform as your trigger application and choose “New Entry” as the trigger event.

  • Choose Typeform as the trigger application.
  • Select “New Entry” as the trigger event.
  • Connect your Typeform account by clicking “Connect with Typeform” and authorizing access.

After connecting, select the specific form you want to monitor for submissions. Once selected, click on “Save and Send Test Request” to confirm that the integration is working. This will set up the trigger to capture new form submissions automatically.

3. Testing the Integration with a Dummy Submission

Next, you will test the integration by making a dummy submission through Typeform. This step is crucial to ensure that Pabbly Connect is capturing the data correctly. Copy the link to your Typeform and open it in a new tab.

  • Fill out the form with dummy data, such as first name, last name, email, and phone number.
  • Submit the form to trigger the workflow.
  • Return to Pabbly Connect to check if the response has been captured.

If the test submission is successful, you will see the captured data in your workflow. This confirms that the trigger is set up correctly and is ready to automate lead management.

4. Adding Action Step to Create a Lead in Zoho CRM

Now that the trigger is established, it’s time to add an action step that will create a lead in Zoho CRM using Pabbly Connect. Click on “Add New Action Step” and select Zoho CRM as your action application. Choose “Insert/Update Record with Sub Form Data” as the action event.

Connect your Zoho CRM account by entering the required subdomain and authorizing access. After connecting, you will need to specify the module name for the action, either leads or contacts. Make sure to map the fields from the Typeform response to the corresponding fields in Zoho CRM.

  • Map the first name, last name, email, and phone number from Typeform to Zoho CRM fields.
  • Enter additional details like subscription status in the description field.
  • Click “Save and Send Test Request” to verify that the lead is created successfully.

Once the action step is configured, you should see a positive response indicating that the lead has been created in Zoho CRM. This completes the integration setup, allowing for seamless lead management.

5. Conclusion: Automating Your Lead Management with Pabbly Connect

In this tutorial, we demonstrated how to integrate Typeform with Zoho CRM using Pabbly Connect. By setting up triggers and action steps, you can automate the process of adding leads to your CRM, saving time and reducing manual effort.

This integration allows businesses to streamline their lead management process, ensuring that no potential lead is missed. With Pabbly Connect, you can create multiple automations tailored to your specific needs, enhancing your overall productivity.

By following these steps, you can easily replicate this integration for your own business needs. Start automating today with Pabbly Connect and experience the benefits of seamless integrations.