Learn how to integrate Zoho Forms with Apollo.io using Pabbly Connect. This step-by-step tutorial guides you in creating contacts automatically on form submission. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To create an Apollo.io contact on Zoho Forms submission, you will first need to access Pabbly Connect. This platform enables seamless integration between various applications, including Zoho Forms and Apollo.io. Start by navigating to the Pabbly Connect homepage.
Once there, you will see options to either sign in or sign up. If you are new, click on ‘Sign Up Free’ to create an account and get started. If you are an existing user, simply sign in to your account to begin setting up your workflow.
2. Creating a Workflow in Pabbly Connect
After signing in, you will be directed to the Pabbly Connect dashboard. Here, you need to create a new workflow which will automate the process of adding contacts to Apollo.io from Zoho Forms submissions. Click on the ‘Create Workflow’ button located at the top right corner.
- Name your workflow as ‘Create Apollo.io Contact on Zoho Form Submission.’
- Select a folder to save your workflow, such as ‘Automations.’
- Click on the ‘Create’ button to proceed.
This action will set up the basic framework for your integration using Pabbly Connect. Next, you will define the trigger and action for your workflow.
3. Setting Up Trigger with Zoho Forms
In this step, you need to set up the trigger for your workflow using Zoho Forms. Select Zoho Forms as your trigger application and choose the event as ‘New Form Submitted.’ This means that every time a new form submission occurs, it will trigger the workflow.
After selecting the trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used to connect your Zoho Form to Pabbly Connect. Now, log in to your Zoho Forms account and select the form you want to integrate.
- Click on the ‘Edit’ button for your selected form.
- Navigate to the ‘Integrations’ tab and select ‘Webhooks.’
- Paste the copied webhook URL and set the content type to ‘application/json.’
With this, you have successfully set up the trigger in Zoho Forms, which will now send data to Pabbly Connect.
4. Connecting Apollo.io in Pabbly Connect
Once your trigger is set, the next step is to connect Apollo.io as the action application in Pabbly Connect. Select Apollo.io and choose the action event as ‘Create Contact.’ This action will create a new contact in your Apollo.io account each time a form is submitted.
To establish this connection, click on ‘Connect’ and select ‘Add New Connection.’ You will need to enter your Apollo.io API key, which can be found in your Apollo.io account settings. Copy the API key and paste it into the connection field in Pabbly Connect.
Map the required fields such as First Name, Last Name, and Email from the Zoho Forms submission to Apollo.io. You can manually enter the organization name if it is not included in the form. Click on ‘Save’ after mapping the fields.
This connection allows Pabbly Connect to automatically create contacts in Apollo.io based on the submissions received from Zoho Forms.
5. Testing the Integration
To ensure that your integration works correctly, you need to perform a test submission through your Zoho Form. Fill out the form with dummy data and submit it. After submission, return to Pabbly Connect and check if the data was received successfully.
If the test is successful, you will see the new contact created in your Apollo.io account. This confirms that the integration between Zoho Forms and Apollo.io via Pabbly Connect is functioning as expected.
By automating this process, you can efficiently manage leads without manual data entry, allowing you to focus on more important tasks in your business.
Conclusion
In this tutorial, we demonstrated how to create an Apollo.io contact on Zoho Forms submission using Pabbly Connect. This integration streamlines lead management by automating the creation of contacts, ensuring no leads are missed. By following these steps, you can enhance your workflow efficiency significantly.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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