Integrating Webflow with Zoho CRM Using Pabbly Connect

Learn how to integrate Webflow with Zoho CRM using Pabbly Connect to automate form submissions seamlessly. Follow our step-by-step guide for a smooth setup. 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 to Start Integration

To begin integrating Webflow with Zoho CRM, first access Pabbly Connect by visiting the official website. Once there, sign in or create a new account if you are a new user. This process is straightforward and allows you to utilize the powerful features of Pabbly Connect for automation.

After signing in, you will be directed to your dashboard. Here, you can view existing workflows or create new ones. To create a new workflow, click on the ‘Create Workflow’ button and name your workflow accordingly, such as ‘Create Zoho CRM Record for Webflow Form Submission’. Select the appropriate folder for organization purposes.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will configure the trigger for your workflow using Pabbly Connect. Select Webflow as your trigger application and choose the event ‘New Form Submission’. This event will initiate the workflow whenever a form is submitted on your Webflow site.

• Choose Webflow as the trigger application.
• Select ‘New Form Submission’ as the trigger event.
• Copy the provided Webhook URL from Pabbly Connect.

Next, navigate to your Webflow account. Under the settings of your Webflow project, find the ‘Integrations’ tab and add a new Webhook. Paste the copied URL into the appropriate field and set the trigger type to ‘Form Submission.’ This establishes a connection between Webflow and Pabbly Connect.

3. Testing the Trigger in Pabbly Connect

After setting up the trigger, it is essential to test the connection to ensure everything is functioning correctly. Fill out the Webflow form with dummy data and submit it. This action will send a request to Pabbly Connect, allowing you to verify that the integration is working.

Once the form submission is complete, return to Pabbly Connect to check for the received response. You should see the data captured from your form submission, confirming that the integration is active and functioning as intended.

4. Setting Up the Action in Pabbly Connect

Now that the trigger is tested, you need to set up the action in Pabbly Connect. Choose Zoho CRM as your action application and select ‘Insert/Update Record’ as the action event. This step will create a new record in Zoho CRM whenever a form submission is made.

• Select Zoho CRM as the action application.
• Choose ‘Insert/Update Record’ as the action event.
• Connect your Zoho CRM account by entering your domain.

After establishing the connection, you will need to map the fields from your Webflow form to the corresponding fields in Zoho CRM. This mapping process ensures that the data flows correctly from Webflow to Zoho CRM, maintaining the integrity of your data.

5. Verifying the Integration in Zoho CRM

With the action set up, it’s time to verify that records are being created in Zoho CRM as expected. Go to your Zoho CRM dashboard and check the leads module to see if the new record has been created from your Webflow form submission.

Refresh the page in Zoho CRM to view the latest entries. You should see the record created with the details you submitted in the Webflow form, confirming that the integration through Pabbly Connect is working seamlessly.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, integrating Webflow with Zoho CRM using Pabbly Connect allows you to automate your workflow efficiently. By following the steps outlined above, you can ensure that every form submission creates a corresponding record in Zoho CRM without any manual effort. This integration enhances productivity and streamlines your processes effectively.