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

Learn how to automate sending emails to new Zoho CRM leads using Pabbly Connect with Gmail integration. Step-by-step guide included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Gmail and Zoho CRM Integration

To send emails to new Zoho CRM leads, you need to set up Pabbly Connect. Start by visiting the Pabbly website and signing in to your account. If you don’t have an account, you can easily sign up for free.

Once logged in, navigate to the Pabbly Connect dashboard. Here you will create a new workflow to automate the email sending process. Click on the ‘Create Workflow’ button and name it, for example, ‘Zoho CRM to Gmail’.

2. Creating the Workflow in Pabbly Connect

In the workflow setup, you will see two windows: the trigger window and the action window. The trigger window is where you set up the event that starts the workflow, and the action window is where you define what happens next. In this case, the trigger will be a new lead created in Zoho CRM. using Pabbly Connect

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

Once the connection is established, you can choose the module name for leads and save the configuration. This setup allows Pabbly Connect to listen for new leads created in Zoho CRM.

3. Creating a New Lead in Zoho CRM

Now that your workflow is ready, it’s time to create a new lead in Zoho CRM. Go to the leads section in Zoho CRM and click on the ‘Create Lead’ button. Fill in the required details such as first name, last name, company name, title, mobile number, and most importantly, the email address of the lead.

After entering the details, click on the ‘Save’ button. This action will trigger Pabbly Connect to capture the details of the newly created lead. You can then check the dashboard of Pabbly Connect to see if it has successfully received the lead information.

4. Sending Email via Gmail Using Pabbly Connect

After capturing the lead details in Pabbly Connect, the next step is to send an email to the new lead using Gmail. In the action application section, select Gmail and choose the action event as ‘Send Email’. This action is where Pabbly Connect facilitates the email sending process.

• Connect your Gmail account to Pabbly Connect.
• Fill in the recipient’s name and email, sender’s name, and email address.
• Write the email subject and content using the lead’s information.

After filling in all the necessary details, click on the ‘Save and Send Test Request’ button. This will send the email to the newly created lead, confirming that the integration is working correctly.

5. Conclusion: Automate Your Lead Emails with Pabbly Connect

In this tutorial, you have learned how to use Pabbly Connect to automate sending emails to new Zoho CRM leads via Gmail. This integration not only saves time but also ensures that every new lead receives prompt communication.

By following the steps outlined, you can easily set up this workflow and enhance your lead management process using Pabbly Connect. Automate your business processes today and improve your efficiency!