Create Zoho CRM Contacts from Elementor Form Responses Using Pabbly Connect

Learn how to create Zoho CRM contacts from Elementor form responses using Pabbly Connect in this detailed tutorial. Step-by-step guide included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To create Zoho CRM contacts from Elementor form responses, you need to access Pabbly Connect. Start by signing into your Pabbly Connect account. If you’re new, click on the ‘Sign up for free’ button to create an account and receive 100 tasks monthly at no cost.

Once logged in, navigate to the applications page and select Pabbly Connect. Click on ‘Access Now’ to reach your dashboard, where you will set up the integration workflow.

2. Create a New Workflow in Pabbly Connect

In your Pabbly Connect dashboard, locate the ‘Create Workflow’ button in the top right corner. Click it to open a dialog box where you can name your workflow. Name it ‘Create Zoho CRM Contacts from Elementor Form Responses’ and choose the desired folder for organization.

After naming your workflow, you will encounter a window that requires you to set up a trigger and an action. The trigger will be Elementor, and the action will be Zoho CRM. This setup will automate the process of creating contacts based on form submissions.

3. Set Trigger and Action in Pabbly Connect

In the trigger section of Pabbly Connect, select Elementor as your trigger application and choose ‘New Form Submission’ as the trigger event. This event will initiate the workflow whenever a new form submission is received.

Next, for the action application, select Zoho CRM and set the action event to ‘Create a Contact’. This configuration ensures that every time a form is submitted through Elementor, a new contact will be created in your Zoho CRM account.

4. Connect Elementor to Pabbly Connect

To establish a connection between Elementor and Pabbly Connect, you will receive a webhook URL. This URL acts as a bridge for data transfer. Copy this URL and head to your Elementor form.

Edit the Elementor form and navigate to the ‘Actions After Submit’ section. Choose ‘Webhook’ as the action and paste the copied URL into the webhook field. After updating the form, Pabbly Connect will wait for a webhook response, indicating that the connection is successful.

• Edit the Elementor form and navigate to ‘Actions After Submit’.
• Select ‘Webhook’ and paste the URL from Pabbly Connect.
• Update the form to establish the connection.

Once the form is updated, you can perform a test submission to ensure that Pabbly Connect receives the data correctly.

5. Create a Contact in Zoho CRM

After receiving the form submission data in Pabbly Connect, the next step is to create a contact in Zoho CRM. Click on the ‘Connect’ button in the action section and input your Zoho CRM domain. This step is crucial to link Pabbly Connect with your Zoho CRM account.

Once connected, you can map the details received from the Elementor form submission to the corresponding fields in Zoho CRM. Mapping ensures that the correct data is transferred, allowing you to create accurate contacts. After mapping the fields, click on ‘Save and Send Test Request’ to finalize the process.

Conclusion

Using Pabbly Connect, you can seamlessly create Zoho CRM contacts from Elementor form responses. This integration automates the process, ensuring that every form submission results in a new contact in your CRM.