Zoho Gmail Integration – Send Follow-up Emails to New Leads Using Pabbly Connect

Learn how to automate sending follow-up emails to new leads in Zoho CRM using Pabbly Connect. Step-by-step tutorial with detailed instructions. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Zoho and Gmail Integration

Pabbly Connect is a powerful automation tool that allows you to integrate various applications, including Zoho CRM and Gmail. In this tutorial, we will learn how to automate sending follow-up emails to new leads created in Zoho CRM using Pabbly Connect. This integration will streamline your communication process and ensure timely responses to potential clients.

To begin, you need to access Pabbly Connect. Go to the Pabbly website and sign up for a free account if you haven’t already. Once signed in, navigate to the Pabbly Connect dashboard, where you can create workflows that link Zoho CRM to Gmail seamlessly.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow in Pabbly Connect that triggers when a new lead is added to Zoho CRM. Start by clicking the ‘Create Workflow’ button in the top right corner of the Pabbly Connect dashboard. You will be prompted to name your workflow; for this example, name it ‘Zoho CRM to Gmail’.

Next, you will set up the trigger and action for the workflow. The trigger will be a new lead entry in Zoho CRM, and the action will be sending an email via Gmail. Follow these steps:

• Select Zoho CRM as the app for the trigger.
• Choose ‘New Module Entry’ as the trigger event.
• Connect your Zoho account and authorize access.

Once you have completed these steps, Pabbly Connect will be ready to capture new leads from Zoho CRM.

3. Setting Up Zoho CRM Integration

After creating the workflow, the next step is to set up the Zoho CRM integration. In the trigger settings, ensure you have the correct domain for your Zoho account. If your domain is zoho.com, input that; otherwise, adjust accordingly. Then, select the ‘Lead’ module from the available options.

To finalize the trigger setup, click on ‘Save and Send Test Request’. This will prepare Pabbly Connect to receive data from Zoho CRM. Now, create a test lead in Zoho CRM with the necessary details such as name, email, and company. Once the lead is saved, Pabbly Connect will capture this data and display it in the workflow.

4. Configuring Gmail Action in Pabbly Connect

With the Zoho CRM integration set up, the next step is to configure the Gmail action. In the action section of your workflow, select Gmail as the app. Choose the action event as ‘Send Email’. Then, connect your Gmail account to Pabbly Connect and authorize access to send emails.

Now, you will need to fill out the email fields using the data captured from Zoho CRM. Map the recipient’s name and email address from the lead details. For the email subject, you can use ‘Lead Confirmation’, and in the email body, include a personalized message such as, ‘Hello [First Name], thanks for your data! You will be getting updates on this email address.’ After mapping all necessary fields, click on ‘Save and Send Test Request’ to send the confirmation email.

5. Testing the Integration

To ensure everything is working correctly, test the integration by creating a new lead in Zoho CRM. After saving the lead, check the designated Gmail account to see if the confirmation email has been received. This step is crucial to verify that Pabbly Connect is functioning as intended.

If the email is successfully sent, you have successfully integrated Zoho CRM with Gmail using Pabbly Connect. This integration will help streamline your follow-up process, allowing you to focus on other important tasks while ensuring no lead goes unnoticed.

In summary, this tutorial demonstrated how to use Pabbly Connect to automate sending follow-up emails to new leads in Zoho CRM. By following these steps, you can enhance your productivity and maintain effective communication with new clients.

Conclusion

In this tutorial, you learned how to automate sending follow-up emails to new leads in Zoho CRM using Pabbly Connect. This integration enhances your workflow and ensures timely communication with potential clients. Implementing these steps will help you manage your leads efficiently.