Integrating Unbounce with Zoho CRM Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Unbounce with Zoho CRM using Pabbly Connect for seamless lead management through automation. Follow our detailed guide for setup steps. 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 for Integration

To integrate Unbounce with Zoho CRM, start by accessing Pabbly Connect. This platform serves as the central hub for your automation needs, allowing seamless data transfer between applications. First, sign up for a free account on the Pabbly Connect website.

After signing up, log in to your account to reach the dashboard. From the dashboard, click on the ‘Create Workflow’ button. You will then be prompted to name your workflow, which is essential for organizing your automations. After naming, click on the ‘Create’ button to proceed.

2. Setting Up the Trigger in Pabbly Connect

In this step, you’ll set up the trigger for your workflow using Pabbly Connect. The trigger is the event that starts the automation process. Search for ‘Unbounce’ in the trigger section and select the event ‘New Form Submitted’. This event will capture leads generated from your Unbounce landing page.

• Select Unbounce as the trigger application.
• Choose ‘New Form Submitted’ as the trigger event.
• Copy the provided webhook URL for integration.

This webhook URL will be used in Unbounce to send form data to Pabbly Connect. Make sure to click on the copy button to save the URL for the next steps.

3. Integrating Unbounce with Pabbly Connect

Now, navigate back to your Unbounce dashboard to complete the integration with Pabbly Connect. Open the landing page you created and go to the Integrations section. Click on the ‘Webhooks’ tab and then select ‘Add Webhook’.

• Paste the copied webhook URL into the designated field.
• Scroll down to find the Unbounce form data option.
• Click ‘Save Changes’ to finalize the webhook setup.

Once saved, you will see a confirmation that your webhook is active. This integration allows Unbounce to send lead data directly to Pabbly Connect whenever a form is submitted.

4. Capturing Lead Data from Unbounce

After setting up the webhook, it’s time to test the integration. Fill out the form on your Unbounce landing page with sample data. This action will trigger the workflow in Pabbly Connect and capture the lead data.

Make sure to toggle the ‘Simple Response’ button to on before submitting the form. This step ensures that the data is captured in a clean format without extra characters. After submitting the form, check Pabbly Connect to see if the data has been received successfully.

5. Creating Leads in Zoho CRM Using Pabbly Connect

Now that you have captured lead data, the next step is to create a lead in Zoho CRM using Pabbly Connect. In the action section, search for ‘Zoho CRM’ and select the action event ‘Create Lead’.

Click on the connect button and choose to add a new connection. You will need to provide your Zoho account domain. After entering the domain, click on the accept button to authorize the connection. Once connected, map the lead data fields from Unbounce to the corresponding fields in Zoho CRM.

Map the first name, last name, email, and phone fields from the captured data. Fill in any required fields like revenue with placeholder data. Click ‘Save and Send Test Request’ to create the lead.

Once the test request is successful, check your Zoho CRM leads section to verify that the new lead has been created accurately. This completes the integration process, allowing for automated lead management.

Conclusion

In this tutorial, we explored how to integrate Unbounce with Zoho CRM using Pabbly Connect. By following these steps, you can automate lead management and enhance your business efficiency. Start using Pabbly Connect today to streamline your workflows!