ActiveCampaign Zoho Integration: Create Zoho CRM Lead from ActiveCampaign Contact Using Pabbly Connect

Learn how to integrate ActiveCampaign with Zoho CRM using Pabbly Connect to automate lead creation from new contacts. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Zoho CRM lead from an ActiveCampaign contact, you need to access Pabbly Connect. Start by visiting the Pabbly website and signing in or signing up for a free account.

Once logged in, click on the ‘Access Now’ button under Pabbly Connect. This will take you to the dashboard where you can manage your workflows. Here, you can create a new workflow specifically for the integration between ActiveCampaign and Zoho CRM.

2. Creating a Workflow in Pabbly Connect

To create a new workflow, click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘ActiveCampaign and Zoho CRM Integration’. After naming your workflow, select the folder where you want to save it. using Pabbly Connect

• Click on the ‘Create’ button to proceed.
• You will see two sections: Triggers and Actions.
• Select ActiveCampaign as the Trigger application.

This setup allows you to define the parameters for when a new contact is added in ActiveCampaign, which will trigger the creation of a lead in Zoho CRM.

3. Configuring the ActiveCampaign Trigger

In the Trigger section, search for and select ActiveCampaign. Choose the trigger event as ‘Contact Added’. This event will activate whenever a new contact is added to your ActiveCampaign account. using Pabbly Connect

Next, you will need to connect your ActiveCampaign account by providing the API key and URL. To find these, log into your ActiveCampaign account, navigate to the settings tab, and select the developers’ section. Copy the API key and URL, then paste them into the respective fields in Pabbly Connect.

4. Setting Up the Zoho CRM Action

After configuring the trigger, you will set up the action in Zoho CRM. In the Action section, search for Zoho CRM and select it. The action event will be ‘Insert/Update Record’. This action will create a new lead in Zoho CRM based on the information received from ActiveCampaign. using Pabbly Connect

Connect your Zoho CRM account by entering your domain. Once connected, you can map the fields from ActiveCampaign to Zoho CRM. This mapping is crucial as it ensures that the first name, last name, email, and phone number from ActiveCampaign are correctly inserted into the new lead in Zoho CRM.

5. Testing the Integration

Once the mapping is complete, click on the ‘Save and Send Test Request’ button to test the integration. This will send a test lead to Zoho CRM based on the details provided in the ActiveCampaign trigger. using Pabbly Connect

To verify the integration, go to your Zoho CRM account and check the leads section. Refresh the page to see if the new lead has been created successfully with the details from ActiveCampaign. If everything is set up correctly, you should see the new lead reflecting in Zoho CRM.

Conclusion

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

In summary, using Pabbly Connect, you can automate the process of creating leads in Zoho CRM from new contacts in ActiveCampaign. This integration not only saves time but also enhances your workflow efficiency.