How to Add TradeIndia Leads to Zoho Bigin as Contacts Using Pabbly Connect

Learn how to automate adding TradeIndia leads to Zoho Bigin as contacts using Pabbly Connect. Follow this detailed step-by-step tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate the process of adding TradeIndia leads to Zoho Bigin as contacts, start by accessing Pabbly Connect. Open a new browser tab and visit the Pabbly website, where you can sign up for a free account or log into your existing account.

Once you are logged in, navigate to the ‘All Apps’ page and click on ‘Access Now’ under Pabbly Connect. This will take you to the Pabbly Connect dashboard where you can create a new workflow.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You can name your workflow something like ‘TradeIndia to Zoho Bigin’. This workflow will automate the integration process. using Pabbly Connect

After naming your workflow, you will see two windows: the trigger window and the action window. The trigger window is where you will set up the event that initiates the automation. In this case, select TradeIndia as the trigger application and choose ‘Capture Leads’ as the trigger event.

• Select TradeIndia as the trigger application.
• Choose ‘Capture Leads’ as the trigger event.
• Click on ‘Connect’ to link your TradeIndia account.

After connecting your TradeIndia account, you will need to enter your User ID, Profile ID, and API Key. These details can be found in your TradeIndia account under the ‘My Inquiry API’ section. Once you have entered these details, click ‘Save’ and send a test request to ensure the connection is successful.

3. Adding Leads to Zoho Bigin as Contacts

After successfully connecting TradeIndia, the next step is to add the captured leads to Zoho Bigin. In the action window of your Pabbly Connect workflow, search for Zoho Bigin and select it as the action application. Choose ‘Create Contact’ as the action event. using Pabbly Connect

Click on ‘Connect’ and select ‘Add New Connection’. You will be prompted to enter the domain of your Zoho account. To find your Zoho domain, log into your Zoho account and check the URL. Once you’ve entered the domain, click ‘Save’.

• Select Zoho Bigin as the action application.
• Choose ‘Create Contact’ as the action event.
• Enter your Zoho domain and click ‘Save’.

Once connected, you will be prompted to assign an owner for the new contact and map the details from the TradeIndia lead to the Zoho Bigin contact fields. Ensure you correctly map fields like the sender’s name, mobile number, company name, city, state, and country.

4. Mapping Fields from TradeIndia to Zoho Bigin

In this step, you will map the fields from the TradeIndia lead response to the corresponding fields in Zoho Bigin. For instance, map the sender’s name to the first name field in Zoho Bigin. If the full name is provided, you can use Pabbly Connect’s text formatting feature to split it into first and last names. using Pabbly Connect

Continue mapping the other required fields such as mobile number, company name, and lead source. If certain fields like email are not available, you can leave them blank. Make sure to map the city, state, and country responses as well.

Map the sender’s name to the first name field. Map the mobile number and company name accordingly. Map city, state, and country fields as well.

After mapping all necessary fields, click on ‘Save’ and send a test request. If successful, you will receive a positive response indicating that the lead has been added to Zoho Bigin as a contact.

Conclusion

Using Pabbly Connect, you can efficiently automate the process of adding TradeIndia leads to Zoho Bigin as contacts. This integration streamlines your workflow, ensuring that every lead is captured and organized seamlessly.