Integrate Elementor with Zoho CRM Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate lead creation in Zoho CRM from Elementor form submissions using Pabbly Connect. Follow this detailed tutorial for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin, access Pabbly Connect by visiting the official website. You can do this by typing the URL in your browser. Once on the homepage, you will see options to sign in or sign up for free. If you are a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can simply sign in.

After signing in, you will be directed to the dashboard of Pabbly Connect. This dashboard displays your existing workflows and allows you to create new ones. To start your integration process, click on the ‘Create Workflow’ button located at the top right corner. Name your workflow appropriately, such as ‘Create Zoho CRM Lead from Elementor Form Submission’ and select a folder to save it.

2. Setting Up the Trigger with Elementor

In this step, you will set up the trigger for your workflow using Elementor forms. Select ‘Elementor’ as your trigger application within Pabbly Connect. The trigger event to choose is ‘New Form Submission’. This event will initiate the workflow whenever a new form is submitted.

• Select ‘Elementor’ as the trigger application.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the provided webhook URL for connecting Elementor with Pabbly Connect.

After copying the webhook URL, navigate to your WordPress site where Elementor is installed. Create a new form or edit an existing one. In the form settings, look for the ‘Actions After Submit’ section and select ‘Webhooks’. Paste the copied webhook URL to connect the form to Pabbly Connect.

3. Testing the Elementor Connection

Once you have set up the webhook in your Elementor form, it’s time to test the connection. Go back to Pabbly Connect and you will see that it is waiting for a webhook response. To test this, fill out the Elementor form with dummy data and submit it.

Upon submission, check Pabbly Connect to see if the response has been captured. You should see the details you entered in the form such as first name, last name, email, and contact number. This confirms that the Elementor form is successfully sending data to Pabbly Connect.

4. Setting Up the Action to Create a Zoho CRM Lead

Now that your trigger is set up and tested, the next step is to configure the action in Pabbly Connect to create a new lead in Zoho CRM. Select ‘Zoho CRM’ as your action application. The action event you need to choose is ‘Insert or Update Record’.

Click on ‘Connect’ and choose to add a new connection. You will be prompted to enter your Zoho CRM domain name, which can be found in the URL of your Zoho account. After entering the domain, click on ‘Save’ to establish the connection. You will need to grant Pabbly Connect permission to access your Zoho account.

• Select ‘Insert or Update Record’ as the action event.
• Connect to your Zoho CRM account by entering the domain name.
• Map the fields from Elementor to the corresponding fields in Zoho CRM.

After mapping the necessary fields such as first name, last name, email, and contact number, click on ‘Save and Send Test Request’ to create the lead. If successful, you will receive a confirmation response from Zoho CRM.

5. Verifying Lead Creation in Zoho CRM

The final step is to verify that the lead has been created in your Zoho CRM account. Go to your Zoho CRM dashboard and navigate to the leads section. Refresh the page to see if the new lead appears with the details you submitted through the Elementor form.

If the lead is visible, it confirms that the integration between Elementor and Zoho CRM through Pabbly Connect is successful. You can repeat the form submission process to test with different data and ensure the automation works seamlessly.

This integration allows you to automate lead generation, saving time and reducing manual entry errors. With Pabbly Connect, you can set up similar workflows to connect various applications effortlessly.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate lead creation in Zoho CRM from Elementor form submissions. By following the steps outlined, you can streamline your lead management process effectively.