Integrate Zoo and Zoho Campaigns Using Pabbly Connect: A Step-by-Step Tutorial

Learn how to integrate Zoo and Zoho Campaigns using Pabbly Connect. This detailed tutorial walks you through the setup process step-by-step. 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. Accessing Pabbly Connect to Start Integration

To integrate Zoo with Zoho Campaigns using Pabbly Connect, first, you need to access the platform. Open your browser and search for Pabbly Connect. You will see options for signing in or signing up. If you are a new user, click on ‘Sign up for free’ to get started.

If you are an existing user, click on ‘Sign in’. After signing in, you will see all the applications offered by Pabbly. Click on ‘Access Now’ for Pabbly Connect to start the integration process. This will open your dashboard where you can create workflows.

2. Creating a Workflow in Pabbly Connect

Once you’re in Pabbly Connect, click on the button that says ‘Create Workflow’. You will be prompted to name your workflow and select a folder for saving it. For this tutorial, name your workflow ‘Add or Update Zoho Campaign Subscriber on Paper Form Submission’ and choose the ‘Automations’ folder.

• Click on ‘Create’ to open the workflow window.
• Select ‘Paper Form’ as your trigger application.
• Choose ‘New Form Submission’ as the trigger event.

After setting your trigger, Pabbly Connect will provide you with a Webhook URL. This URL is essential for connecting your Paper Form account with the workflow. Copy the Webhook URL as you will need it in the next steps.

3. Connecting Paper Form with Pabbly Connect

To connect Paper Form with Pabbly Connect, log into your Paper Form account. Navigate to the form you want to connect and click on the edit option. Go to the ‘After Submission’ tab, find the ‘Integrations and Webhooks’ section, and scroll down to the Webhook section.

• Click on ‘Add Webhook’ and paste the copied Webhook URL.
• Set the trigger to ‘New Submission’.
• Click ‘Create’ to finalize the connection.

After creating the webhook, Pabbly Connect will wait for a Webhook response. To test the connection, submit a test entry in your Paper Form. This action will send the details to Pabbly Connect and confirm that the integration is working properly.

4. Adding Subscribers to Zoho Campaigns via Pabbly Connect

Next, you will set up the action in Pabbly Connect. Select Zoho Campaigns as your action application and choose ‘Add or Update Subscriber’ as the action event. Click on ‘Connect’ to link your Zoho Campaigns account with Pabbly Connect.

You will need to enter your Zoho domain when prompted. For most users, this will be ‘zoho.com’. Click on ‘Save’ to connect. After connecting, select the list where you want to add or update subscribers. For this example, choose the ‘Course Enrollment Leads’ list.

Map the details from the Paper Form submission to the corresponding fields in Zoho Campaigns. Make sure to map fields like email, first name, and last name to ensure accurate data transfer. Click on ‘Save and Send Test Request’ to test the integration.

Once the test is successful, you will see a confirmation that the user has been successfully subscribed to the Zoho Campaigns list. This confirms that Pabbly Connect has effectively integrated Paper Form submissions with Zoho Campaigns.

5. Testing the Integration for Success

To ensure everything is working smoothly, conduct a live test by filling out the Paper Form again. Submit a new entry with a different name and email address. After submission, check your email for the confirmation link and confirm the subscription.

After confirming the subscription, go back to your Zoho Campaigns account and refresh the ‘Course Enrollment Leads’ list. You should see the new subscriber added automatically. This demonstrates the effectiveness of Pabbly Connect in automating the process without manual intervention.

With this setup, every new submission in your Paper Form will trigger Pabbly Connect to add or update subscribers in Zoho Campaigns seamlessly, allowing you to manage your email marketing efforts efficiently.

Conclusion

In this tutorial, we demonstrated how to integrate Zoo and Zoho Campaigns using Pabbly Connect. By following these steps, you can automate subscriber management effectively, ensuring your email lists are always up-to-date. This integration enhances your marketing capabilities and saves you valuable time.