Automatically Create Zoho CRM Lead Whenever a New User is Registered in WordPress Using Pabbly Connect

Learn how to automatically create Zoho CRM leads whenever a new user registers on WordPress using Pabbly Connect. Step-by-step tutorial included. 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 for Integration

To begin the integration process using Pabbly Connect, first, open your web browser and type in Pabbly.com. Press enter to navigate to the site. Here, you will find various products offered by Pabbly. At the bottom, click on the option labeled ‘Connect’ to access the integration platform.

Once on the Pabbly Connect page, click on the ‘Sign In’ button. If you don’t have an account, you can create one for free in just a few minutes. Pabbly Connect allows you to try out the integration capabilities without any coding skills, making it accessible for everyone.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, you will see a dashboard. Click on the ‘Create Workflow’ button in the top right corner. A pop-up will appear asking for a name for your workflow. Name it ‘WordPress to Zoho CRM’ and click ‘Create’ to proceed.

• Select ‘WordPress’ as the app in the trigger section.
• Choose ‘New User Registers’ as the trigger event.
• This will capture data when a new user registers on your WordPress site.

With these selections made, you are now ready to set up the necessary plugin in WordPress to connect with Pabbly Connect.

3. Installing the WP Webhooks Plugin

To ensure that Pabbly Connect can receive data from WordPress, you need to install the WP Webhooks plugin. Go to the ‘Plugins’ section in your WordPress dashboard and click on ‘Add New’. Search for ‘WP Webhooks’ and install the plugin if you haven’t already done so.

Once the plugin is installed, navigate to the settings page of WP Webhooks. Here, you will toggle the setting to send data on user registration to the right and click on ‘Save All’. This step is crucial as it allows Pabbly Connect to capture new user data effectively.

4. Setting Up the Webhook in Pabbly Connect

After configuring the WP Webhooks plugin, return to Pabbly Connect and click on the ‘Capture Webhook Response’ button. This action will make Pabbly Connect wait for data from WordPress. Now, go back to your WordPress site and register a new user.

For example, register a user named Bruce Bruce Wayne with the email [email protected]. After registration, check back in Pabbly Connect to see if the data was captured successfully. This will include the username, email, first name, and last name of the new user.

• Click the plus button to add an action step.
• Select ‘Zoho CRM’ as the app for the action.
• Choose ‘Create Lead’ as the action event.

This setup allows you to create a lead in Zoho CRM using the captured data from WordPress.

5. Finalizing the Integration with Zoho CRM

In the action step of Pabbly Connect, connect to your Zoho CRM account by entering your domain. Once connected, you will see fields to map the data from the new user registration to the lead in Zoho CRM.

Map the captured data such as first name, last name, and email to the corresponding fields in Zoho CRM. After mapping, click on ‘Save and Send Test Request’ to create the lead. Check your Zoho CRM account to confirm that the lead has been created successfully.

For example, you can register another user named Elon Elon with the email [email protected]. After registration, repeat the steps to ensure that the integration works seamlessly, confirming that Pabbly Connect effectively facilitates the data flow between WordPress and Zoho CRM.

Conclusion

This tutorial illustrates how to use Pabbly Connect to automatically create Zoho CRM leads whenever a new user registers on WordPress. By following these steps, you can streamline your lead generation process effectively.