Integrating JotForm and Zoho Books Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate contact creation in Zoho Books from JotForm submissions using Pabbly Connect. Follow our detailed guide for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To start integrating JotForm and Zoho Books, you need to access Pabbly Connect. Simply visit the Pabbly website and sign in to your account. If you are a new user, you can sign up for free and receive 100 tasks monthly.

Once signed in, navigate to the Pabbly Connect dashboard. Here, you can create new workflows. Click on the ‘Create Workflow’ button, name your workflow (e.g., ‘Create Contact in Zoho Books from JotForm Submission’), and select the appropriate folder to save it. This setup is crucial for automating your contact creation process.

Setting Up JotForm as the Trigger in Pabbly Connect

In this step, you will configure JotForm as the trigger application in Pabbly Connect. Choose JotForm from the list of applications and select the trigger event as ‘New Response’. This means that whenever a new form submission occurs, the workflow will be triggered.

Next, you will need to connect JotForm with Pabbly Connect. A webhook URL will be provided by Pabbly Connect. Follow these steps to set up the webhook:

• Open your JotForm account and navigate to the form you want to integrate.
• Go to the ‘Settings’ tab, then select ‘Integrations’.
• Choose ‘Webhooks’ and paste the webhook URL from Pabbly Connect.

After completing these steps, your JotForm will be connected to Pabbly Connect, and you will be ready to test the integration.

Testing the JotForm Integration with Pabbly Connect

Now that you have set up the trigger, it’s time to test the integration between JotForm and Pabbly Connect. Go back to your JotForm and submit a test response. Ensure that you fill in the required fields such as first name, last name, email address, phone number, and city.

Once you submit the form, return to the Pabbly Connect dashboard. You should see the response data captured in the workflow. This confirms that your JotForm is successfully sending data to Pabbly Connect. If the data appears correctly, you can proceed to the next step of creating a contact in Zoho Books.

Setting Up Zoho Books as the Action in Pabbly Connect

The next step is to set Zoho Books as the action application in Pabbly Connect. Select Zoho Books from the application list and choose the action event as ‘Create Contact’. This action will create a new contact in Zoho Books whenever a form submission occurs in JotForm.

To connect Zoho Books with Pabbly Connect, you will need to provide your Zoho Books account domain. Ensure that you enter the correct domain name (e.g., books.zoho.com). After entering the domain, click on ‘Save’ and authorize the connection. This step is essential for allowing Pabbly Connect to access your Zoho Books account.

• Select the organization from your Zoho Books account.
• Map the fields from the JotForm response to the corresponding fields in Zoho Books.
• Click on ‘Save and Send Test Request’ to check if the contact is created successfully.

After completing these steps, you can verify if the contact has been created in Zoho Books.

Verifying Contact Creation in Zoho Books

Once you have set up the action step, it’s crucial to verify that the contact has been created in Zoho Books through Pabbly Connect. Navigate to your Zoho Books account, go to the ‘Sales’ section, and click on ‘Customers’. Here, you should see the newly created contact with the details you submitted in JotForm.

If the contact appears as expected, it confirms that your integration is working flawlessly. You can repeat the process by submitting additional test responses in JotForm to ensure that every submission results in a new contact being created in Zoho Books. This automation saves you time and reduces manual data entry.

Conclusion

In this tutorial, we demonstrated how to integrate JotForm and Zoho Books using Pabbly Connect. This automation allows you to create contacts automatically in Zoho Books from JotForm submissions, streamlining your workflow and enhancing productivity. Follow these steps to set up your integration efficiently.