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

Learn how to integrate Zoho CRM with JotForm using Pabbly Connect. This step-by-step guide covers the entire process for seamless automation. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Zoho CRM with JotForm, the first step is to access Pabbly Connect. This platform serves as the central hub for all your automation needs. You can create a free account on Pabbly Connect in just a few minutes.

Once you have logged in, navigate to the dashboard. Here, click on the ‘Create Workflow’ button, and name your workflow, for example, ‘JotForm to Zoho CRM’. After naming, select the appropriate folder in your Pabbly Connect account and create the workflow. This sets the foundation for your integration.

2. Setting Up the Trigger in Pabbly Connect

In this section, you will set up the trigger for your automation using Pabbly Connect. The trigger will be based on new submissions from JotForm. Start by selecting JotForm as the application in the trigger setup. using Pabbly Connect

• Choose JotForm as the app.
• Select ‘New Response’ from the trigger event dropdown.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, go to your JotForm account. In the form settings, navigate to the Integrations section. Search for the Webhook option and paste the copied URL. Complete the integration, and you will see that Pabbly Connect is now waiting for a response from JotForm.

3. Making a Test Submission in JotForm

Now that the trigger is set, it’s time to test the integration. Go back to your JotForm account and make a test submission. Fill in the form with details of an existing contact in Zoho CRM. For example, use a contact named ‘Dumy User’ with a specific email and mobile number. using Pabbly Connect

After filling in the details, click on the submit button. Once the form is submitted, return to Pabbly Connect. You should see the response from JotForm captured in the workflow, confirming that the integration is functioning correctly.

This step demonstrates how Pabbly Connect effectively captures data from JotForm, which will later be used to update or create records in Zoho CRM. The automation process is now ready to proceed to the next step.

4. Configuring the Zoho CRM Action in Pabbly Connect

In this step, you will configure the action that takes place in Zoho CRM based on the JotForm submission. Select Zoho CRM as the action application in Pabbly Connect. Choose the action event as ‘Insert/Update Record’. This action will allow you to either create a new record or update an existing one based on the email address. using Pabbly Connect

• Connect your Zoho CRM account by entering the domain.
• Select the module as ‘Contacts’ for updating or inserting records.
• Map the fields from JotForm to the corresponding fields in Zoho CRM.

Ensure that you map all relevant fields, including custom fields you have created in Zoho CRM. This mapping process is crucial as it defines how the data from JotForm will populate the fields in your Zoho CRM account.

5. Testing the Integration with New Data

With everything set up, it’s time to test the integration. Make another submission in JotForm, this time with a new contact that does not exist in Zoho CRM. For example, use a contact named ‘Test User’. Submit the form and check your Zoho CRM account to see if the new record has been created. using Pabbly Connect

After refreshing the contacts page in Zoho CRM, you should see the new contact with all the details filled in correctly. This confirms that Pabbly Connect has successfully automated the process of creating records based on form submissions.

Additionally, you can perform another test by submitting data for an existing contact. This will demonstrate how Pabbly Connect updates the existing records with new information. By following these steps, you can fully utilize Pabbly Connect to streamline your CRM processes.

Conclusion

This tutorial has shown how to integrate Zoho CRM with JotForm using Pabbly Connect. By automating the process of creating and updating records, you can save time and improve efficiency in managing your CRM data. Pabbly Connect serves as the central platform for this seamless integration, making it a powerful tool for your automation needs.