Automatically Create Zoho CRM Lead with Elementor using Pabbly Connect

Learn how to automatically create Zoho CRM leads whenever a new form is submitted via Elementor using Pabbly Connect for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Zoho CRM Integration

To automatically create Zoho CRM leads whenever a new form is submitted via Elementor, you need to use Pabbly Connect. This powerful integration platform allows you to connect multiple applications seamlessly. With Pabbly Connect, you can automate your workflow without any coding knowledge.

First, ensure you have accounts set up for both Zoho CRM and Elementor. Once you have these, you can proceed to set up Pabbly Connect to facilitate the integration. This will enable you to capture form submissions and convert them into leads in Zoho CRM effortlessly.

2. Setting Up Pabbly Connect for Elementor and Zoho CRM

Begin by logging into your Pabbly Connect account. On the dashboard, click on the ‘Create Workflow’ button to start a new integration. Name your workflow appropriately, such as ‘Elementor to Zoho CRM Lead’. This naming will help you identify the workflow later.

• Select ‘Elementor’ as your trigger application.
• Choose the trigger event, which is ‘New Form Submission’.
• Connect your Elementor account by providing the necessary API key.

After setting up the trigger, test it to ensure that Pabbly Connect can successfully capture form submissions from Elementor. This step is crucial for making sure that your integration works smoothly.

3. Configuring Zoho CRM in Pabbly Connect

Next, you need to set up Zoho CRM as the action application in your Pabbly Connect workflow. Click on the ‘Add Action’ button and select ‘Zoho CRM’ from the list of applications. Choose the action event, which will be ‘Create Lead’.

To connect your Zoho CRM account, you will need to provide your Zoho CRM API credentials. After connecting, you can map the fields from the Elementor form to the corresponding fields in Zoho CRM. For example, map the ‘Email’ field from Elementor to the ‘Email’ field in Zoho CRM.

• Ensure all relevant fields are mapped correctly.
• Use the ‘Test Action’ feature to verify that leads are created successfully in Zoho CRM.

Once the test is successful, your integration between Elementor and Zoho CRM through Pabbly Connect is complete. This step is essential to ensure that every form submission results in a lead in Zoho CRM.

4. Finalizing Your Integration and Testing

After configuring both Elementor and Zoho CRM in Pabbly Connect, it’s time to finalize your integration. Review all settings and ensure that the workflow is set to ‘On’. This will allow the workflow to run every time a new form is submitted.

To test your integration, fill out the Elementor form on your website and submit it. Check your Zoho CRM account to see if the lead has been created successfully. This testing phase is crucial to ensure everything is functioning as intended.

Make sure to check for any errors in the Pabbly Connect dashboard. If errors occur, revisit your mappings and settings.

Once confirmed, your integration is now live! Every new form submission will automatically create a lead in Zoho CRM, streamlining your workflow.

5. Conclusion: Automate Your Lead Generation with Pabbly Connect

In conclusion, using Pabbly Connect to automatically create Zoho CRM leads from Elementor form submissions can significantly enhance your lead management process. This integration not only saves time but also ensures that no leads are missed.

By following the steps outlined in this tutorial, you can set up a seamless connection between Elementor and Zoho CRM using Pabbly Connect. Automate your lead generation today and focus more on closing deals!