How to Send Email to New Zoho CRM Leads Using Pabbly Connect

Learn how to integrate Zoho CRM with Gmail using Pabbly Connect to automatically send emails to new leads. Step-by-step tutorial included. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Zoho CRM and Gmail Integration

To send emails to new Zoho CRM leads, you first need to access Pabbly Connect. Open your browser and type in the URL Pabbly.com to reach the Pabbly homepage. Click on the ‘Products’ tab and select ‘Connect’ to begin the integration process.

Once on the Pabbly Connect page, sign in to your account. If you are new, you can quickly sign up for free. After signing in, click on the ‘Create Workflow’ button to initiate a new workflow for your integration.

2. Creating a Workflow to Connect Zoho CRM and Gmail

Now that you are in Pabbly Connect, it’s time to create your workflow. Name your workflow something like ‘Zoho CRM to Gmail’ and click on the ‘Create’ button. This will open two windows: a trigger window and an action window.

• Select Zoho CRM as your trigger application.
• Choose ‘New Module Entry’ as the trigger event.
• Connect to your Zoho CRM account by entering your domain.

After connecting, select the module name as ‘Leads’ and click on ‘Save and Send Test Request’. This allows Pabbly Connect to listen for new leads created in Zoho CRM.

3. Creating a New Lead in Zoho CRM

Now, let’s create a lead in Zoho CRM to test our integration with Pabbly Connect. Navigate to the lead section and click on the ‘Create Lead’ button. Fill in the mandatory details including the first name, last name, company name, title, mobile number, and the email address.

Once you have filled in the details, click on ‘Save’. This action will trigger the workflow you set up in Pabbly Connect, sending the lead information to Gmail. Make sure to check your Gmail inbox for the email confirmation of the new lead.

4. Sending Email via Gmail Using Pabbly Connect

After creating a lead, it’s time to set up the action in Pabbly Connect to send an email via Gmail. In the action window, select Gmail as your action application and choose the ‘Send Email’ action event. Click on ‘Connect’ to link your Gmail account.

• Map the recipient’s name and email from the lead details.
• Fill in the sender name and email address.
• Compose your email subject and body content.

After filling out the email details, click on ‘Save and Send Test Request’. This allows Pabbly Connect to send the email automatically to the new lead, ensuring they receive a prompt response.

5. Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Zoho CRM with Gmail, enabling automatic email notifications for new leads. By following these steps, you can streamline your communication process and enhance your lead management system.

With Pabbly Connect, you can easily automate your workflows and connect multiple applications, making your business operations more efficient.