Integrating Zoho Forms with Pabbly Email Marketing: A Step-by-Step Guide

Learn how to seamlessly integrate Zoho Forms with Pabbly Email Marketing for efficient lead management and email marketing campaigns. Follow our detailed tutorial. Create professional email campaigns that convert subscribers into customers with beautiful templates and powerful automation capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Email Marketing for Integration

To start the integration process, first access Pabbly Email Marketing by navigating to the Pabbly website. If you are a new user, you can sign up for a free account, which provides 100 tasks to explore the application monthly.

Once you log in, you will see various tools offered by Pabbly. To connect Zoho Forms with Pabbly Email Marketing, you will primarily use Pabbly Connect. Click on the ‘Access Now’ button to proceed with setting up your workflow.

2. Creating a Workflow in Pabbly Email Marketing

After accessing the dashboard, click on the ‘Create Workflow’ button. You will need to name your workflow, for instance, ‘Create Pabbly Email Marketing Subscriber on Zoho Form Submission’. Choose a folder to save this workflow, such as ‘Automation’. using Pabbly Connect

• Select the workflow name and folder.
• Click on ‘Create’ to open the workflow window.

In this window, you will set the trigger and action for your automation. The trigger indicates when the workflow starts, while the action specifies what happens next. For this integration, select Zoho Forms as the trigger application.

3. Setting Up the Zoho Forms Integration

To set up the integration with Pabbly Email Marketing, you need to select the trigger event, which is the form submission. This action will initiate the workflow whenever a new form is submitted. After selecting the trigger event, you will receive a webhook URL.

Follow these steps to configure the webhook in Zoho Forms:

• Log in to your Zoho Forms account.
• Edit the form you want to connect.
• Go to Integrations and select Webhook.
• Paste the webhook URL and select the content type as application/json.

After saving the configuration, your Zoho Forms will now send submission data to Pabbly Email Marketing whenever a new entry is made.

4. Adding Subscribers in Pabbly Email Marketing

Next, you will set the action application to Pabbly Email Marketing. Choose the action event ‘Add Subscriber’. This step ensures that every new form submission automatically adds a subscriber to your email marketing list.

When prompted, connect your Pabbly Email Marketing account by entering your bearer token. You can obtain this token from the API section of your Pabbly Email Marketing account. Copy the token and paste it into the required field in Pabbly Connect.

Select the list where you want to add subscribers. Map the email and name fields from the previous response.

This mapping process allows the details from the form submission to dynamically populate the fields in Pabbly Email Marketing, ensuring accurate data capture.

5. Testing the Integration with Pabbly Email Marketing

After setting up the workflow, it’s crucial to test the integration. Submit a test response through your Zoho Form to verify that the data flows correctly into Pabbly Email Marketing.

Once the test submission is complete, check the subscribers section in your Pabbly Email Marketing account. You should see the new subscriber added with the details from your test submission. This confirms that the integration is functioning as intended.

Repeat the test with different entries to ensure that the workflow consistently captures new leads. This process will enable your team to engage with potential clients effectively through targeted email campaigns using Pabbly Email Marketing.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, integrating Zoho Forms with Pabbly Email Marketing allows businesses to streamline lead management and enhance email marketing efforts. By automating the subscriber addition process, you can ensure timely communication with potential clients and improve overall marketing efficiency.