How to Update Contacts in Zoho CRM from Google Forms Submission Using Pabbly Connect

Learn how to automate the process of updating contacts in Zoho CRM from Google Forms submissions using Pabbly Connect. Step-by-step guide included. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Forms to Zoho CRM Integration

To begin the integration process, you need to access Pabbly Connect. First, create a free account on Pabbly Connect if you haven’t done so already. Once logged in, navigate to the dashboard where you will create a new workflow.

Click the blue button labeled ‘Create Workflow’, then name your workflow something like ‘Update Existing Contact in Zoho CRM from Google Form Submission’. After selecting the appropriate folder, click on ‘Create’. This sets up the initial framework for your automation.

2. Setting Up Google Forms as the Trigger Application in Pabbly Connect

In this step, you will configure Google Forms as the trigger application in Pabbly Connect. Select Google Forms and choose the trigger event as ‘New Response Received’. This means that every time a new form is submitted, it will trigger the workflow.

• Select ‘New Response Received’ as the trigger event.
• Copy the generated Webhook URL provided by Pabbly Connect.
• Paste this URL into your Google Sheets associated with the Google Form.

After pasting the Webhook URL, ensure to set the trigger column to the last data entry column, which is usually column F. This will ensure that the automation activates whenever a new response is received.

3. Connecting Zoho CRM to Pabbly Connect for Contact Updates

Next, you’ll connect Pabbly Connect to Zoho CRM. In the action application, search for Zoho CRM and select it. Choose the action event as ‘Search a Contact’ to check if the contact already exists in Zoho CRM based on the email address provided in the Google Form submission.

Click on ‘Connect’, then create a new connection. You will need to enter your Zoho domain and authorize Pabbly Connect to access your Zoho CRM account. Once connected, map the email field from the Google Forms response to search for the contact in Zoho CRM.

4. Defining Automation Routes for Existing and New Contacts

Now, you need to set up conditional logic in Pabbly Connect to handle both existing and new contacts. Use the ‘Router’ feature to create two paths: one for when the contact exists and another for when it does not.

• First route: If the email exists, set the action to ‘Update Contact’ in Zoho CRM.
• Second route: If the email does not exist, set the action to ‘Create Contact’ in Zoho CRM.

For each route, ensure you map the necessary fields such as first name, last name, email, and phone number from the Google Forms submission to the corresponding fields in Zoho CRM.

5. Testing and Activating Your Pabbly Connect Workflow

After setting up the routes, it’s crucial to test your workflow in Pabbly Connect. Submit a test response through your Google Form to verify if the data is correctly sent to Zoho CRM. Check both scenarios: when the contact exists and when it does not.

Once you confirm that the automation works as intended, activate the workflow. From now on, every time a new submission is made in Google Forms, Pabbly Connect will automatically update or create contacts in Zoho CRM based on the provided information.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of updating contacts in Zoho CRM from Google Forms submissions. By following these steps, you can efficiently manage your contacts with real-time updates and reduce manual entry tasks.