Integrating Zoho Marketing with JotForm Using Pabbly Connect

Learn how to automate Zoho Marketing subscriber creation from JotForm submissions using Pabbly Connect in this detailed tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Start Your Automation

To begin your integration, access Pabbly Connect by visiting the official website. Once there, sign in to your account or create a new one if you’re a first-time user. Pabbly Connect offers 100 free tasks every month for new users, making it an excellent choice for automation.

After logging in, you will see the Pabbly Connect dashboard. Here, you can start creating workflows that automate tasks between various applications. For this tutorial, we will be setting up an automation between JotForm and Zoho Marketing using Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of your dashboard. A dialog box will appear, prompting you to enter a name for your workflow. Name it something descriptive, such as ‘Create Zoho Marketing Subscriber on JotForm Submission.’ Select a folder to save your workflow, such as the folder for JotForm automations.

After naming your workflow, click on the ‘Create’ button. You will now see two sections: Trigger and Action. The Trigger is the event that starts the automation, while the Action is what happens as a result. For this integration, we will set JotForm as the Trigger application.

• Select ‘JotForm’ as the trigger application.
• Choose ‘New Response’ as the trigger event.
• Copy the provided webhook URL for the next step.

Now that you’ve set up the trigger, it’s time to connect your JotForm to Pabbly Connect using the webhook URL.

3. Setting Up JotForm Integration with Pabbly Connect

To connect your JotForm to Pabbly Connect, open the form you created in JotForm. Click on the ‘Settings’ button, then navigate to the ‘Integrations’ tab. Here, search for ‘Webhooks’ and select it.

In the Webhooks section, paste the webhook URL you copied from Pabbly Connect into the designated field. After pasting the URL, click on the ‘Complete Integration’ button. This will successfully connect your JotForm to Pabbly Connect, allowing it to capture form submissions as they occur.

Once the integration is complete, go back to your Pabbly Connect workflow. It will indicate that it is waiting for a webhook response. You can now test the integration by submitting a test response through your JotForm.

4. Testing the Integration Between JotForm and Zoho Marketing

To test the integration, click on the ‘Publish’ button in JotForm and open your form in a new tab. Fill out the form with dummy data and submit it. For instance, use a first name like ‘Smart,’ a last name like ‘Demo,’ and an email such as ‘[email protected].’ After submission, JotForm will confirm that your submission has been received.

Return to your Pabbly Connect workflow and check if it has captured the response from the test submission. You should see the details populated, confirming that the integration is working correctly. This indicates that whenever a new form submission occurs, Pabbly Connect will capture the data seamlessly.

Once the test is successful, you can proceed to set up the action step, which will add the subscriber to Zoho Marketing.

5. Adding a Subscriber in Zoho Marketing via Pabbly Connect

For the action step, select ‘Zoho Marketing’ as the application and choose the action event as ‘Subscribe Lead.’ This action will ensure that each new form submission from JotForm results in an added subscriber in your Zoho Marketing account. Click on the ‘Connect’ button to authorize the connection.

In the connection setup, you will need to provide the domain of your Zoho Marketing account. After entering the domain, click on the ‘Save’ button. Once authorized, you will be prompted to select the list where the new subscriber will be added. Choose the appropriate list, such as ‘Inova Tech.’

• Map the email field using the data captured from the JotForm submission.
• Fill in the first name, last name, and other relevant details as needed.
• Click on ‘Save and Send Test Request’ to complete the process.

After sending the test request, check your Zoho Marketing account to confirm that the new subscriber has been added successfully. This completes the integration process using Pabbly Connect, allowing for seamless subscriber management based on JotForm submissions.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate the process of adding subscribers to Zoho Marketing from JotForm submissions. By following these steps, you can streamline your customer data collection and enhance your marketing efforts effectively.