How to Create Zoho CRM Contact on Contact Form 7 Submission Using Pabbly Connect

Learn how to integrate Contact Form 7 with Zoho CRM using Pabbly Connect for seamless lead management. Follow this step-by-step tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Zoho CRM contact on Contact Form 7 submission, you first need to access Pabbly Connect. This platform allows you to automate workflows between different applications seamlessly. Start by visiting the Pabbly Connect website and signing in to your account.

If you are a new user, you can sign up for free and get 100 tasks every month. Once logged in, you will see the dashboard where you can manage your workflows. Click on the ‘Access Now’ button to begin your automation process with Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow to connect Contact Form 7 with Zoho CRM using Pabbly Connect. Click on the ‘Create Workflow’ button in the top right corner. A dialog box will appear asking for the workflow name and folder selection.

• Name your workflow as ‘Create Zoho CRM Contact on Contact Form 7 Submission’.
• Select a folder to save your workflow, such as ‘CRM Automations’.

After entering the details, click on the ‘Create’ button. You will now see two sections labeled ‘Trigger’ and ‘Action’. The trigger is the event that starts the workflow, while the action is what happens as a result.

3. Setting Up Trigger with Contact Form 7

To set up the trigger, select ‘Contact Form 7’ as the trigger application in Pabbly Connect. Choose the event as ‘New Form Submission’. This setup ensures that every time a new form submission occurs, the workflow will be activated.

Pabbly Connect will provide you with a unique webhook URL. Copy this URL and go to your Contact Form 7 account. Open the form you wish to connect and navigate to the ‘Webhook’ section. Paste the copied URL into the URL field and save the changes.

4. Testing the Trigger Setup

After saving the webhook, you need to test if the connection between Contact Form 7 and Pabbly Connect is successful. Go back to your workflow in Pabbly Connect and scroll down to see the ‘Waiting for Webhook Response’ message.

Now, perform a test submission using the Contact Form 7 form. Fill in the required fields, such as first name, last name, phone number, and email address, then click on the submit button. After submission, check Pabbly Connect to see if it captures the response correctly.

• First Name: Smart
• Last Name: Lead
• Email: [email protected]

If the data appears in your Pabbly Connect dashboard, the trigger setup is successful, and you are ready to proceed to the action setup.

5. Setting Up Action with Zoho CRM

Now that the trigger is set, it’s time to configure the action step. Select ‘Zoho CRM’ as the action application in Pabbly Connect. Choose ‘Create Contact’ as the action event. Click on the connect button to establish a connection with your Zoho CRM account.

In the connection window, you will need to provide your Zoho domain. Log into your Zoho account to find the domain (e.g., zoho.com) and paste it into the field. After saving the connection, you will be prompted to grant permissions for Pabbly Connect to access your Zoho CRM data.

Map the fields from the previous step to the corresponding Zoho CRM fields. For example, map the first name, last name, email, and phone number from the test submission.

Finally, click on the ‘Save and Send Test Request’ button to create the contact in Zoho CRM. Check your Zoho CRM account to confirm that the new contact has been successfully created.

Conclusion

In this tutorial, you learned how to automate the creation of Zoho CRM contacts using Pabbly Connect and Contact Form 7. By following these steps, you can streamline your lead management process effectively. Automating this process saves time and ensures that all lead information is captured accurately in your CRM.