How to Create Airtable Records for Zoho Forms Submission Using Pabbly Connect

Learn how to integrate Zoho Forms with Airtable using Pabbly Connect to automate record creation seamlessly. 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 for Zoho Forms submissions, start by accessing Pabbly Connect. Sign in to your Pabbly account and navigate to the dashboard where you can manage your integrations.

Once in the dashboard, look for the big blue button labeled ‘Create Workflow’. Click on it to begin setting up your integration. You will be prompted to name your workflow; for this tutorial, we will name it ‘Create Record in Airtable for Zoho Form Submissions’.

2. Setting Up the Trigger with Zoho Forms

In this step, we will set up the trigger application using Pabbly Connect. The trigger will be a new form submission from Zoho Forms. Select Zoho Forms as your trigger application.

• Choose the trigger event as ‘New Form Submitted’.
• Copy the provided Webhook URL from Pabbly Connect.
• Go to your Zoho Forms and navigate to the Integrations menu.

In the Integrations section, find and click on Webhooks. Paste the copied Webhook URL into the designated field and set the content type to application/json. After that, add the parameters for your form fields such as first name, last name, topic, and class. Finally, click on the Save button to finalize your settings.

3. Testing the Trigger from Zoho Forms

With your trigger set up in Pabbly Connect, it’s time to test it by submitting a sample form. Go back to your Zoho Forms interface and fill out the project submission form with test data.

• Enter the first name, last name, topic, and class in the respective fields.
• Click on the submit button to send the form.

After submission, return to your Pabbly Connect workflow. You should see that it is waiting for a Webhook response. Once the response is received, it will contain all the details from your submitted form, confirming that the integration is functioning correctly.

4. Configuring the Airtable Action in Pabbly Connect

Next, we will set up the action to create a record in Airtable using Pabbly Connect. Select Airtable as the action application and choose the action event as ‘Create Record’.

To connect to Airtable, you need to generate an API token. Click on the Developer Hub link provided by Airtable to create this token. Set the necessary scopes like data read/write and webhook manage, then click on create token. Copy this token and paste it into the token field in Pabbly Connect.

Once connected, fill in the Base ID and Table ID for your Airtable. Select the correct base, which is ‘Project Tracker’, and choose the appropriate table. Map the fields from Zoho Forms to the corresponding fields in Airtable, ensuring that first name, last name, topic, and class are correctly linked.

5. Finalizing the Integration and Testing

After mapping all the required fields in Pabbly Connect, click on the Save and Send Test Request button. This will send the data to Airtable and create a new record based on the submitted form.

Check your Airtable to confirm that the record has been created successfully. You can refresh the Airtable page to see the new entry reflecting the information from your Zoho Forms submission. Repeat the test by submitting another form to ensure that the integration works seamlessly every time.

This setup allows you to automate the process of creating Airtable records directly from Zoho Forms submissions, showcasing the powerful capabilities of Pabbly Connect in integrating these applications.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Zoho Forms with Airtable for automatic record creation. By following the steps outlined, you can streamline your data management process efficiently.