How to Create Airtable Record on Zoho Forms Submission Using Pabbly Connect

Learn how to automate Airtable record creation from Zoho Forms submissions using Pabbly Connect in this step-by-step tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create Airtable records from Zoho Forms submissions, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage by typing the URL in your browser. You will see options to sign in or sign up for free.

If you are a new user, click on the sign up for free button to create an account. This process takes just a couple of minutes, and you will receive 100 free tasks monthly to explore the features of Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

Once signed in, navigate to the dashboard of Pabbly Connect and click on the create workflow option. You will be prompted to name your workflow. For this tutorial, name it ‘Create Airtable Record on Zoho Form Submission’ and select a relevant folder for better organization.

• Click on the create button to proceed.
• You will see two main sections: Trigger and Action.
• Select Zoho Forms as your trigger application.

After selecting the trigger application, choose the event ‘New Form Submission’ to initiate the workflow whenever a new form is submitted. This setup ensures that every submission from Zoho Forms will trigger the creation of a record in Airtable through Pabbly Connect.

3. Connecting Zoho Forms to Pabbly Connect

To establish the connection between Zoho Forms and Pabbly Connect, you will need a webhook URL provided by Pabbly Connect. Copy this URL and navigate to your Zoho Forms account.

In Zoho Forms, go to the form you want to connect, and click on the edit option. Then select the Integrations tab from the top. Scroll down to find the webhooks option, where you can paste the copied URL. Make sure to select the content type as application/json and set the authorization type to General.

4. Setting Up Airtable Connection in Pabbly Connect

After successfully connecting Zoho Forms, the next step is to set up Airtable as the action application in Pabbly Connect. Select Airtable and choose the action event ‘Create Record’ to automatically add new records based on the submitted form data.

You will need to connect to your Airtable account. Click on add new connection and grant Pabbly Connect the necessary permissions to access your Airtable bases. Once connected, select the base and table where you want to store the records.

• Map the fields from Zoho Forms to Airtable.
• Ensure that the names, emails, phone numbers, and property types are correctly mapped.
• Click on Save and Send Test Request to verify the setup.

Upon successful mapping, you will receive a confirmation indicating that a new record has been created in Airtable, demonstrating that the integration is working effectively through Pabbly Connect.

5. Testing the Integration Workflow

To ensure everything is functioning correctly, perform a test submission through your Zoho Forms. Fill in the form with dummy data and submit it. This action will trigger the webhook and send the data to Pabbly Connect.

Check your Airtable account to confirm that the new record has been created with the submitted details. This step validates that every form submission from Zoho Forms is successfully recorded in Airtable through Pabbly Connect.

Repeat the test with different data entries to ensure the automation works consistently. With Pabbly Connect, you can streamline your lead management process effectively, capturing all necessary details without manual effort.

Conclusion

This tutorial provides a comprehensive guide on using Pabbly Connect to automate the creation of Airtable records from Zoho Forms submissions. By following these steps, you can efficiently manage leads and enhance your workflow.