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

Learn how to automate Zoho CRM record creation from Cognito Forms submissions using Pabbly Connect. Step-by-step tutorial included. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage, where you can sign in or create a new account. New users can click on the ‘Sign Up Free’ button to get started with 300 tasks per month.

After signing in, you will see the dashboard of Pabbly Connect. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button in the top right corner. This is essential for connecting Cognito Forms with Zoho CRM.

2. Creating a Workflow in Pabbly Connect

In the workflow creation dialog, name your workflow something descriptive, like ‘Create Zoho CRM Record on Cognito Form Submission’. Select a folder for organization, such as ‘Automations’. After entering the details, click the ‘Create’ button to initiate your workflow. using Pabbly Connect

• Name your workflow appropriately.
• Choose the folder for your workflow.
• Click ‘Create’ to finalize the setup.

Once the workflow is created, you will see the trigger and action setup options. This is where you will define that the trigger is Cognito Forms and the action is Zoho CRM, allowing you to automate record creation.

3. Setting Up the Trigger with Cognito Forms

For the trigger, select Cognito Forms as your application and choose the trigger event as ‘New Entry’. This will allow the workflow to activate whenever a new form submission occurs. Pabbly Connect will provide you with a webhook URL that you will need to configure in your Cognito Forms settings.

Go to your Cognito Forms account, select the form you want to use, and navigate to the form settings. Under ‘Post JSON data to a website’, enter the webhook URL provided by Pabbly Connect. Make sure to turn on the button to enable this feature.

4. Connecting Zoho CRM as the Action Application

Next, you will set Zoho CRM as the action application in Pabbly Connect. Choose the action event ‘Insert or Update a Record’. This ensures that every new entry in your Cognito Form results in a corresponding record in Zoho CRM.

To connect Zoho CRM, click on ‘Connect’ and then ‘Add New Connection’. You will need to enter your Zoho domain, which can be found in the URL of your Zoho CRM account. After entering the domain, click ‘Save’ to establish the connection.

• Select Zoho CRM as the action application.
• Enter your Zoho domain to connect.
• Click ‘Save’ to finalize the connection.

Once connected, you will choose the module for the record creation. Select the ‘Leads’ module or any other relevant module in Zoho CRM. This mapping allows you to automatically create leads based on form submissions.

5. Testing Your Automation Setup

After configuring the action step, it’s time to test your automation. Go back to your Cognito Forms and create a test submission with dummy data. This submission will trigger the workflow you set up in Pabbly Connect.

Once you submit the test entry, check your Zoho CRM account to see if the new lead has been created successfully. Refresh the page to confirm that the lead appears with the details you submitted. Repeat this process with different test data to ensure reliability.

By following these steps, you can effectively automate the process of creating records in Zoho CRM from Cognito Forms submissions using Pabbly Connect. This integration saves time and ensures accurate data transfer.

Conclusion

In this tutorial, we explored how to create Zoho CRM records from Cognito Forms submissions using Pabbly Connect. This powerful integration streamlines data management and enhances productivity. Automate your workflows today!