How to Create Zoho CRM Contact on Cognito Forms Submission Using Pabbly Connect

Learn how to integrate Cognito Forms with Zoho CRM using Pabbly Connect for automated contact creation on form submissions. 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 Automation

Pabbly Connect is a powerful automation tool that allows you to integrate various applications seamlessly. In this tutorial, we will use Pabbly Connect to automate the process of creating a Zoho CRM contact whenever a new submission is received through Cognito Forms. This integration helps streamline your workflow and ensures that no lead is missed.

By connecting Cognito Forms to Zoho CRM through Pabbly Connect, you can easily manage inquiries and contact details without manual data entry. This not only saves time but also reduces errors, making your contact management process more efficient.

2. Setting Up Pabbly Connect for Integration

To start integrating Cognito Forms with Zoho CRM, first, access Pabbly Connect. You can visit the Pabbly homepage and sign in or create a new account. Once logged in, navigate to the dashboard where you can create a new workflow.

• Click on the ‘Create Workflow’ button in the top right corner.
• Name your workflow, for example, ‘Create Zoho CRM Contact on Cognito Forms Submission’.
• Select a folder to save your workflow, such as ‘Contacts’.

After setting up your workflow, you will define the trigger and action. The trigger will be a new entry from Cognito Forms, and the action will be to create a contact in Zoho CRM using Pabbly Connect.

3. Connecting Cognito Forms to Pabbly Connect

To connect Cognito Forms as your trigger application, select it from the list in Pabbly Connect. Choose the trigger event as ‘New Entry’. This means that every time a new form submission is received, Pabbly Connect will initiate the workflow.

Once you select the trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL and head over to your Cognito Forms account. In the form settings, find the option to post JSON data to a website and paste the webhook URL there. Make sure to save and publish the changes.

4. Mapping Data to Zoho CRM

After setting up the trigger, the next step is to connect your Zoho CRM account as the action application in Pabbly Connect. Select Zoho CRM and choose the action event as ‘Create Contact’. This action will automatically add a new contact in Zoho CRM whenever a new entry is captured from Cognito Forms.

To establish the connection, click on ‘Connect with Zoho CRM’ and enter your Zoho domain. Once connected, you will need to map the fields from Cognito Forms to the corresponding fields in Zoho CRM. This includes first name, last name, email, and phone number.

• Select the lead source, such as ‘Advertisement’.
• Map the first name, last name, email, and phone number from the Cognito Forms submission.
• Leave any non-required fields blank.

Once the mapping is complete, click on ‘Save and Send Test Request’ to ensure everything is functioning correctly. You should receive a successful response indicating that the contact has been created in Zoho CRM.

5. Verifying the Integration in Zoho CRM

After successfully mapping the data and receiving a test response, it’s time to verify if the contact has been created in your Zoho CRM account. Refresh your Zoho CRM contacts page to see if the new entry appears with the details provided during the test submission.

Using Pabbly Connect, you can ensure that every new form submission is automatically added to your Zoho CRM, allowing you to follow up with leads promptly. This integration not only saves time but also enhances your workflow efficiency significantly.

In summary, by using Pabbly Connect to connect Cognito Forms and Zoho CRM, you automate the process of capturing leads and managing contacts effectively. This ensures that no inquiries are missed and helps maintain an organized contact management system.

Conclusion

In this tutorial, we explored how to create a Zoho CRM contact on Cognito Forms submission using Pabbly Connect. This integration streamlines your workflow by automating contact creation, ensuring efficiency in managing inquiries and leads. By following these steps, you can enhance your business operations significantly.