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How to connect Zoho Forms with Daylite
Zoho Forms / Daylite
Documentation

Connect Zoho Forms to Daylite with LeadsBridge

Zoho Forms » Daylite

In this article, you'll learn how to set up the bridge and connect Zoho Forms to Daylite using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

  1. Head over to the left sidebar and click on Bridges
  2. You'll be taken to the Bridges section of your account
  3. Click on the Add New button
  4. You'll be taken to the first step of the bridge creation

Step 2: Setup your Zoho Forms source

You may send lead's information from Zoho Forms to LeadsBridge through the Webhook feature.

Copy the Webhook address that you see in this step and set this endpoint as the data receiver inside your Zoho Forms settings.

How to setup the webhook on Zoho Forms

  • Copie the Webhook provided by LeadsBridge on the second step of the bridge
  • Then stay on this step of the bridge and go back to Zoho forms.

  • Log in to Zoho Forms
  • Select the form from the dashboard, click on Integration » WebHooks, and choose the 'Enable' option.
  • Paste the WebHook provided by LeadsBridge in the WebHook URL field
  • Under this section, choose the fields whose data should be sent to the URL. Select the field from the drop-down list and specify the parameter name (key) for every field.
  • Once done, click on 'Save'. A WebHook will now be successfully added to your Zoho form
( OPEN LINK)

Fill the form with test information and send it.
Then LeadsBridge will be able to recognize the fields and let you do the matching with your destination integration.

Before proceeding

One last thing before proceeding to the next step is to send a test lead from Zoho Forms. This will allow us to recognize the attributes you'd like to pass along and offer them as presets in the next steps of the setup.

  1. Please make sure the LeadsBridge screen is saying "Waiting for New Lead...", it means that we're ready to receive your test data
  2. Go to Zoho Forms
  3. Submit a test lead
  4. Once done go back to LeadsBridge and verify that your test was sent successfully
  5. You should see the information processed correctly by the app
  6. Click on the Next button

That's all! Congratulations.

You'll be redirected to the bridges section of your account with a green success message at the top right of the page and your bridge will now be active.

Have you got some questions?

You may want to take a look at the common questions on the respective integration's documentation.

If you have any other questions, or need help to configure your bridge from Zoho Forms to Daylite with LeadsBridge, do not hesitate to contact our Support!