Learn how to seamlessly create or update ActiveCampaign contacts using Zoho Forms submissions with Pabbly Connect. Step-by-step guide included! Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.
Watch Step By Step Video Tutorial Below
1. Introduction to Pabbly Connect for Zoho Forms and ActiveCampaign
In this tutorial, we will explore how to use Pabbly Connect to create or update ActiveCampaign contacts based on Zoho Forms submissions. This integration automates the process, ensuring that every lead from your Zoho Forms is captured in ActiveCampaign without manual effort.
By connecting Zoho Forms with ActiveCampaign through Pabbly Connect, you can streamline your lead management process. This allows you to focus on nurturing leads rather than manually updating contact information, which can be time-consuming.
2. Accessing Pabbly Connect for Integration Setup
To start, you need to access Pabbly Connect. Go to the Pabbly Connect homepage and sign in or create a new account. If you are a new user, you can sign up for free and get 300 tasks every month to explore the software.
Once logged in, you will see your dashboard. To create a new workflow, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this tutorial, name it ‘Create or Update ActiveCampaign Contact on Zoho Form Submission’. Select a folder to save your workflow, or create a new one if necessary.
3. Setting Up the Trigger in Pabbly Connect
In this section, we will set up the trigger for our workflow using Pabbly Connect. The trigger will be based on new submissions from Zoho Forms. Select Zoho Forms as your trigger application and choose the ‘New Form Submitted’ event.
- Select ‘New Form Submitted’ as the trigger event.
- Copy the webhook URL provided by Pabbly Connect.
- Log in to your Zoho Forms account and edit the form you want to connect.
In the Zoho Forms edit window, navigate to the ‘Integrations’ tab and select ‘Webhooks’. Here, paste the copied webhook URL, set the content type to ‘application/json’, and choose the authorization type as ‘General’. Save the settings to complete the webhook setup.
4. Setting Up the Action to Create or Update ActiveCampaign Contacts
After setting up the trigger, we will now configure the action step in Pabbly Connect to create or update contacts in ActiveCampaign. Select ActiveCampaign as your action application and choose the ‘Create or Update a Contact’ action event.
To connect ActiveCampaign with Pabbly Connect, you will need the API key and URL from your ActiveCampaign account. Navigate to the ‘Settings’ section in ActiveCampaign, then go to ‘Developer’ to find these details. Copy the API key and URL, ensuring to remove ‘https://’ from the URL before pasting it into Pabbly Connect.
- Map the fields from the Zoho Forms submission to the corresponding ActiveCampaign fields.
- Ensure to include email, first name, last name, and phone number.
- Select the appropriate list in ActiveCampaign for new contacts.
Once all fields are mapped correctly, click on ‘Save and Send Test Request’ to verify the integration. If successful, you will see a confirmation response from ActiveCampaign.
5. Testing the Integration with Zoho Forms
Now that we have set up the workflow in Pabbly Connect, it’s time to test the integration. Go back to your Zoho Forms and submit a test form with dummy data. Ensure to fill in all required fields such as name, email, and phone number.
After submitting the form, return to Pabbly Connect and check if the test submission was captured successfully. You should see the details from the form submission reflected in your ActiveCampaign account as a new contact.
This testing phase is crucial to ensure that your integration works seamlessly. If you encounter any issues, double-check the mapping of fields and the webhook configuration in Zoho Forms.
Conclusion
In this guide, we have detailed the steps to create or update ActiveCampaign contacts using Zoho Forms submissions through Pabbly Connect. This integration automates your lead management process, ensuring timely updates and efficient communication with your audience. By following these steps, you can enhance your business operations and improve customer engagement effortlessly.
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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