Learn how to create Zoho CRM contacts from Elementor form responses using Pabbly Connect. This tutorial provides a 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. Setting Up Pabbly Connect for Elementor Form Responses
To create Zoho CRM contacts from Elementor form responses, you first need to access Pabbly Connect. Start by signing in or creating a new account on the Pabbly platform.
After logging in, navigate to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button to start building your integration. Name your workflow something like ‘Create Zoho CRM Contacts from Elementor Form Responses’ and select a folder to save it in.
2. Selecting the Trigger Application: Elementor
In this step, you will set Elementor as your trigger application in Pabbly Connect. Choose the trigger event as ‘New Form Submission’. This event will activate your workflow whenever a new form submission is received from Elementor.
- Select Elementor as the trigger application.
- Choose ‘New Form Submission’ as the trigger event.
- Click on the ‘Save’ button to confirm your selection.
Once the trigger is set, Pabbly Connect will generate a webhook URL. This URL is essential for connecting Elementor to Pabbly Connect, enabling the automation of your workflow.
3. Configuring the Elementor Form to Use the Webhook
Next, you need to configure your Elementor form to send data to the webhook URL provided by Pabbly Connect. Open your Elementor form and go to the ‘Actions After Submit’ section.
Here, select ‘Webhook’ as the action and paste the webhook URL from Pabbly Connect into the designated field. After pasting the URL, click on the ‘Update’ button to save your changes.
4. Testing the Integration Between Elementor and Zoho CRM
With the webhook configured, it’s time to test the integration. Submit a test form using the Elementor form on your website. After submitting the form, go back to Pabbly Connect to check if the response has been recorded successfully.
- Fill out the test form with dummy information.
- Submit the form to trigger the webhook.
- Check Pabbly Connect for the received response.
If the response is recorded, you can proceed to connect your Zoho CRM account to Pabbly Connect for the next step of creating a contact.
5. Creating a Contact in Zoho CRM
Now that you have the Elementor form responses in Pabbly Connect, the next step is to create a contact in Zoho CRM. Select Zoho CRM as your action application and choose ‘Create Contact’ as the action event.
To proceed, you need to connect your Zoho CRM account by providing the required domain information. Once connected, you can map the form fields from Elementor to the corresponding fields in Zoho CRM. This mapping ensures that each new form submission creates a corresponding contact in Zoho CRM.
Conclusion
In this tutorial, we demonstrated how to create Zoho CRM contacts from Elementor form responses using Pabbly Connect. This integration automates the process of capturing lead information and streamlining your CRM management, ensuring that every form submission is efficiently processed and stored in Zoho CRM.
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