Integrating JotForm with Zoho Books Using Pabbly Connect

Learn how to automate contact creation in Zoho Books from JotForm submissions using Pabbly Connect. Step-by-step guide for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating JotForm with Zoho Books using Pabbly Connect, visit the Pabbly Connect website. You can access it by typing Pabbly.com/connect in your browser. Once there, sign in to your account.

For new users, signing up is free and provides 100 tasks monthly. After logging in, navigate to the Pabbly Connect dashboard, where you can manage your workflows easily.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, create a new workflow to automate the process of adding contacts to Zoho Books from JotForm submissions. Click on ‘Create Workflow’ and give it a name, such as ‘Create Contact in Zoho Books from JotForm Submission’.

• Click on ‘Create’ to start the workflow.
• Select JotForm as the trigger application.
• Choose ‘New Response’ as the trigger event.

This setup tells Pabbly Connect to start the workflow when a new response is received in JotForm. This is the first step in the integration process.

3. Connecting JotForm to Pabbly Connect

To connect JotForm to Pabbly Connect, you will receive a webhook URL from Pabbly. Copy this URL and go to your JotForm account. Edit the form you want to connect and navigate to the ‘Settings’ tab.

Under ‘Integrations’, select ‘Webhooks’ and paste the copied URL. Click on ‘Complete Integration’ to finalize the connection. This step ensures that JotForm sends data to Pabbly Connect whenever a form is submitted.

4. Setting Up Zoho Books Action in Pabbly Connect

After setting up JotForm, the next step is to configure Zoho Books as the action application in Pabbly Connect. Choose Zoho Books and select ‘Create Contact’ as the action event. Click on ‘Connect’ to establish a connection with your Zoho Books account.

You will need to enter your Zoho Books domain name, which is typically in the format of books.zoho.com. After entering the domain, click ‘Save’ and grant permission to connect. This step allows Pabbly Connect to create contacts in your Zoho Books account based on JotForm submissions.

• Select your organization from Zoho Books.
• Map fields from JotForm to Zoho Books, such as first name, last name, email, and city.

Once all necessary fields are mapped, click ‘Save and Send Test Request’ to check if the contact is created successfully in Zoho Books.

5. Testing the Integration

After completing the setup, it’s crucial to test the integration between JotForm and Zoho Books via Pabbly Connect. Fill out the JotForm with dummy details and submit it. This action should trigger the workflow you created.

Go back to your Zoho Books account and refresh the page. You should see the new contact added with the details you submitted through JotForm. This confirms that the integration is working correctly.

If the contact appears in Zoho Books, the integration is successful. You can now automate the process of adding contacts from JotForm submissions to Zoho Books, saving you time and effort.

Conclusion

In this tutorial, we explored how to integrate JotForm with Zoho Books using Pabbly Connect. By following these steps, you can automate the creation of contacts in Zoho Books, streamlining your workflow and enhancing efficiency.