Integrate Webflow and Zoho CRM Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Webflow and Zoho CRM using Pabbly Connect. Follow this detailed tutorial to automate form submissions seamlessly. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Webflow and Zoho CRM, first, access Pabbly Connect. Visit the Pabbly Connect website by typing Pabbly.com/connect in your browser.

Once there, sign in to your account or create a new one. Existing users can sign in, while new users can sign up for free and receive 100 tasks monthly. After logging in, you will reach the dashboard where you can create new workflows.

2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow to connect Webflow and Zoho CRM using Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow, e.g., ‘Create Zoho CRM Record for Webflow Form Submission’.

• Choose the folder to save your workflow.
• Click on ‘Create’ to proceed.

After creating the workflow, you will see two boxes: one for the trigger and another for the action. The trigger application will be Webflow, and the action application will be Zoho CRM. This setup allows you to automate the process of creating a record in Zoho CRM whenever a form is submitted in Webflow.

3. Setting Up Webflow as the Trigger Application

Now, set up Webflow as the trigger application in Pabbly Connect. Choose Webflow V1 and select the trigger event as ‘New Form Submission’. This event will initiate the workflow when a new form is submitted.

To connect Webflow with Pabbly Connect, a webhook URL will be provided. Copy this URL and navigate to your Webflow account. In Webflow, go to the settings of your site, click on ‘Apps and Integrations’, and scroll down to find the ‘Webhooks’ section.

• Click on ‘Add Webhook’.
• Select ‘Form Submission’ as the trigger type and paste the copied webhook URL.

After adding the webhook, go back to Pabbly Connect and wait for the webhook response. This means you need to submit a test form in Webflow to capture the response.

4. Testing the Integration with Webflow

To test the integration, fill out your Webflow form with dummy data. For instance, enter a first name, last name, email, and phone number. Once filled, click on submit.

After submitting, return to Pabbly Connect. You should see that the webhook has captured the response with all the details you entered in the form. This confirms that the connection between Webflow and Pabbly Connect is successful.

Next, you will set up Zoho CRM as the action application to create a record based on the submitted form data.

5. Setting Up Zoho CRM as the Action Application

In this step, you will configure Zoho CRM as the action application in Pabbly Connect. Select Zoho CRM and choose the action event as ‘Insert/Update Record’. You will then connect your Zoho CRM account to Pabbly Connect.

To do this, enter your Zoho domain, which you can find in your Zoho CRM dashboard. After entering the domain, click on ‘Save’. Once connected, you will be prompted to enter details for the new record.

Select ‘Leads’ as the module name. Map the fields from the Webflow response to the corresponding fields in Zoho CRM.

After completing the mapping, click on ‘Save and Send Test Request’. Check your Zoho CRM to ensure that the new record has been created successfully.

Conclusion

In this tutorial, we walked through how to integrate Webflow and Zoho CRM using Pabbly Connect. By following the steps outlined, you can automate the process of creating records in Zoho CRM based on Webflow form submissions. This integration enhances efficiency and streamlines your data management.