Learn how to automate user creation in Zenler from Zoho Forms submissions using Pabbly Connect. Follow our step-by-step guide for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.
Watch Step By Step Video Tutorial Below
Accessing Pabbly Connect for Integration
To create a Zenler user from a Zoho Forms submission, you need to access Pabbly Connect. Start by typing ‘Pabbly.com/connect’ into your browser. This powerful automation tool allows you to integrate various applications seamlessly.
Once on the Pabbly Connect page, you will see options to either sign in or sign up for free. New users can enjoy 100 free tasks each month. After signing in, navigate to your dashboard and select ‘Create Workflow’ to begin the integration process.
Setting Up Your Workflow in Pabbly Connect
After accessing your dashboard, click on the ‘Create Workflow’ button. Name your workflow something like ‘Create Zenler User from Zoho Form Submission’. This will help you identify the workflow later. Save it in a folder named ‘Zoho Forms to Zenler Automation’ for better organization.
In this workflow, you will set a trigger and an action. The trigger will be from Zoho Forms, specifically the event ‘New Form Submitted’. This means that every time a new form is submitted via Zoho Forms, it will trigger the workflow in Pabbly Connect.
Connecting Zoho Forms in Pabbly Connect
Next, you need to connect Zoho Forms to Pabbly Connect. In the trigger window, you will see a webhook URL. This URL acts as a bridge between Zoho Forms and Pabbly Connect. Copy this URL as you will need to paste it into your Zoho Forms integration settings.
Head over to your Zoho Forms account, locate the form you created (e.g., ‘Zenler Lead Form’), and click on ‘Edit’. In the form settings, navigate to the ‘Integrations’ section, scroll down to ‘Webhooks’, and remove any existing webhook URLs. Paste the copied URL from Pabbly Connect into the webhook URL field, set the content type to ‘application/json’, and save the changes.
- Copy the webhook URL from Pabbly Connect.
- Edit your Zoho Form and navigate to Integrations.
- Paste the webhook URL in the Webhooks section and save.
By completing these steps, your Zoho Forms is now connected to Pabbly Connect, allowing it to capture submissions automatically.
Creating a User in Zenler from Pabbly Connect
After successfully connecting Zoho Forms, it’s time to create a user in Zenler. In the action window of Pabbly Connect, select Zenler as your action application and choose the event ‘Add New User’. This will allow you to create a user based on the data received from the form submission.
To establish this connection, you will need to provide your Zenler API key and your school or account name. Go to your Zenler account settings, find the API key, and copy it. For the school or account name, check the URL of your Zenler account and copy that as well. Paste both into the respective fields in Pabbly Connect and save the connection.
- Select Zenler as the action application in Pabbly Connect.
- Provide your Zenler API key and account name.
- Save the connection to finalize.
Once the connection is set, you can map the data received from Zoho Forms to the Zenler fields, ensuring that every new user is created with the correct information.
Testing the Integration with Pabbly Connect
To ensure everything is working correctly, conduct a test submission using your Zoho Form. Fill in the required fields such as name, email, and phone number, and click submit. This action will trigger the workflow in Pabbly Connect and create a new user in Zenler.
After submitting the form, check Pabbly Connect for the webhook response. You should see the details of the submission captured successfully. If everything is set up correctly, a new user will appear in your Zenler account with the details provided in the form.
The automation is now complete. You have successfully integrated Zoho Forms with Zenler using Pabbly Connect, allowing for seamless user creation every time a form is submitted.
Conclusion
In this tutorial, we demonstrated how to create a Zenler user from Zoho Forms submissions using Pabbly Connect. By following the steps outlined, you can automate user creation efficiently, saving time and reducing manual entry errors.
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