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. Follow these step-by-step instructions for seamless integration. 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 Email Automation

Pabbly Connect is a powerful integration platform that helps automate tasks between applications like Zoho CRM and Gmail. In this tutorial, we will use Pabbly Connect to send automated emails to new leads created in Zoho CRM.

To get started, visit the Pabbly Connect website and create an account. Once you have signed up, you can access the dashboard where you can create workflows to connect various applications seamlessly.

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, navigate to the dashboard and click on the ‘Create Workflow’ button. This opens a dialog box where you can name your workflow. For example, name it ‘Zoho CRM to Gmail’.

Next, you will see two windows: the trigger window and the action window. The trigger is set to detect when a new lead is created in Zoho CRM, while the action is to send an email via Gmail. Follow these steps to set up your workflow:

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

After setting the trigger, you can save the workflow and proceed to the action step where you will configure the Gmail integration.

3. Setting Up Gmail Integration in Pabbly Connect

In this section, you will configure the action step in Pabbly Connect to send emails through Gmail. Select Gmail as the action app and choose ‘Send Email’ as the action event.

Connect your Gmail account by selecting the appropriate account. Make sure to allow access so that Pabbly Connect can send emails on your behalf. Once connected, you will need to fill in the email fields using the data from the Zoho CRM lead:

• Recipient Name: Map this to the lead’s name.
• Recipient Email: Map this to the lead’s email address.
• Email Subject: Set a subject, e.g., ‘Lead Confirmation’.
• Email Body: Personalize the email content.

Once all fields are filled, save the action to complete the workflow setup.

4. Testing the Integration with New Leads

Now that you have set up your workflow in Pabbly Connect, it is time to test the integration. Create a new lead in Zoho CRM with relevant details, such as name, email, and company.

After saving the lead, Pabbly Connect will capture the details and trigger the email action. Check the recipient’s email inbox to verify that the confirmation email was received successfully. This confirms that the integration is functioning as intended.

Make sure to check the following details:

Ensure the email address is correct. Verify the email content matches the mapped fields. Check the email subject line for clarity.

If everything checks out, you have successfully automated the process of sending follow-up emails to new leads using Pabbly Connect.

5. Summary of the Integration Process

In summary, using Pabbly Connect to integrate Zoho CRM and Gmail allows you to automate email communications with new leads effortlessly. The process involves creating a workflow that triggers when a new lead is added and sends an email via Gmail.

This integration is beneficial as it saves time and ensures that every new lead receives timely communication. Remember, the key steps include setting up the trigger in Zoho CRM and the action in Gmail through Pabbly Connect.

By following this tutorial, you can streamline your lead management process and enhance your customer engagement through automated emails.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, this tutorial demonstrates how to use Pabbly Connect to integrate Zoho CRM with Gmail for sending follow-up emails. By automating this process, you can improve your response time and maintain better communication with your leads.