Automate Tag Mango Leads to Zoho CRM with Pabbly Connect

Learn how to integrate Tag Mango with Zoho CRM using Pabbly Connect for seamless lead management. Follow this step-by-step tutorial for automation. 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 Integration

To automate the process of adding Tag Mango leads to Zoho CRM, you first need to access Pabbly Connect. Start by signing up for a free account on the Pabbly Connect dashboard, which you can do in just a few minutes. Once logged in, you will be ready to create your automation workflow.

From the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Here, you will name your workflow, for example, ‘Tag Mango to Zoho CRM’. Choose the folder where you want to save this workflow and click ‘Create’. This step sets the stage for connecting your applications.

2. Setting Up the Trigger for Tag Mango

In this section, we will set up the trigger that will initiate the automation whenever a new lead is captured in Tag Mango. Select Tag Mango as the app in the trigger window and choose the event ‘Lead Capture’. This tells Pabbly Connect to start the workflow whenever there is a new lead.

• Select ‘Add New Connection’ to link your Tag Mango account.
• Enter the API key from your Tag Mango account under Automations > Platform Integrations.
• Click ‘Save’ to establish the connection.

Once connected, select the specific page from which you want to capture leads. After selecting the page, click on ‘Save and Send Test Request’. Pabbly Connect will wait for a new lead response, confirming that the trigger is set up correctly.

3. Adding the Action to Zoho CRM

Now that we have our trigger set, the next step is to send the captured lead details to Zoho CRM. In the action window, search for Zoho CRM and select it. Choose the action event ‘Insert/Update Record’, which allows Pabbly Connect to add the new lead into your CRM database.

Click ‘Add New Connection’ and enter your Zoho CRM domain. You can find this in your browser’s URL when logged into Zoho CRM. After entering the domain, click ‘Save’. This establishes a connection between Pabbly Connect and your Zoho CRM account.

• Select the module name as ‘Leads’ to specify where the data will go.
• Choose the layout you want to use for the leads.
• Map the fields from Tag Mango to Zoho CRM, including company name, first name, last name, email, and mobile number.

After mapping the necessary fields, click on ‘Save and Send Test Request’ to ensure the lead data is being transferred correctly to Zoho CRM.

4. Testing the Integration Workflow

After setting up the trigger and action, it’s time to test the integration. Go back to your Tag Mango page and submit a new lead. For example, enter a name like ‘Test Dummy’ and fill in the required fields. Upon submission, this action will trigger Pabbly Connect to capture the lead details.

Once you submit the form, check your Tag Mango account to verify that the lead has been added. You should also see the details appear in the Pabbly Connect workflow, confirming that the data was received. Now head over to your Zoho CRM account to check if the lead has been added successfully.

Verify the lead’s details in Zoho CRM to ensure they match what was submitted in Tag Mango. If the lead appears correctly, the integration is successful. Repeat the test with different leads to ensure reliability.

Once confirmed, you can set this workflow to run automatically, ensuring new leads are always captured in Zoho CRM seamlessly.

5. Conclusion

In this tutorial, we demonstrated how to automate the process of adding leads from Tag Mango to Zoho CRM using Pabbly Connect. This integration allows for efficient lead management, saving you time and effort. With Pabbly Connect, you can ensure that every new lead is captured and managed effectively in your CRM.

Utilizing Pabbly Connect not only streamlines your workflow but also enhances your productivity by automating repetitive tasks. Start using this integration today to experience the benefits of automated lead management.