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

Learn how to integrate Zoho CRM with Contact Form 7 using Pabbly Connect. Step-by-step tutorial to create leads automatically. 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 Zoho CRM and Contact Form Integration

To create a Zoho CRM lead on Contact Form 7 submission, first access Pabbly Connect. This integration platform allows you to connect various applications and automate workflows efficiently.

Visit Pabbly Connect’s homepage and either sign in or sign up for a free account. Once logged in, you can start creating workflows that connect your Contact Form 7 submissions to Zoho CRM.

2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Name your workflow, for example, ‘Create Zoho CRM Lead on Contact Form 7 Submission’.
• Select a folder for your workflow.
• Click on the ‘Create’ button to finalize your workflow setup.

Once the workflow is created, you will see options to set up a trigger and action. This is where you will define how Pabbly Connect will automate the lead creation process.

3. Setting Up the Trigger for Contact Form 7

In this step, you will configure the trigger in Pabbly Connect. Select ‘Contact Form 7’ as your trigger application and choose the event as ‘New Form Submission’.

Pabbly Connect will provide you with a webhook URL. Copy this URL and go to your WordPress site where Contact Form 7 is installed. Open your form settings and paste the webhook URL in the designated area for Webhook URL.

4. Testing the Connection Between Contact Form 7 and Zoho CRM

After setting up the webhook in Contact Form 7, you need to test the connection in Pabbly Connect. Perform a test submission on your Contact Form 7 to send data to Pabbly Connect.

Once the test submission is complete, go back to Pabbly Connect and check if you received the data correctly. This ensures that the integration is working as expected before moving to the next step.

• Make sure to fill in all required fields in the form.
• Verify that the data reflects correctly in the Pabbly Connect response.

If everything is set up correctly, you will see the data from your test submission displayed in Pabbly Connect.

5. Setting Up the Action for Zoho CRM

Next, you will configure the action step in Pabbly Connect. Select ‘Zoho CRM’ as your action application and choose the action event as ‘Insert or Update a Record’.

Connect your Zoho CRM account by entering your domain and allowing Pabbly Connect access. After connecting, map the fields from your Contact Form 7 submission to the corresponding fields in Zoho CRM, such as first name, last name, email, and phone number.

Finally, save your settings and perform another test submission to ensure that the lead is created successfully in Zoho CRM. Check your Zoho CRM account to confirm that the new lead appears as expected.

Conclusion

In this tutorial, we covered how to create a Zoho CRM lead on Contact Form 7 submission using Pabbly Connect. This integration streamlines your lead management process, ensuring that every submission is captured as a lead in Zoho CRM automatically.