Automate User Addition from Interakt to Zoho CRM with Pabbly Connect

Learn how to automate adding new users from Interakt to Zoho CRM every week using Pabbly Connect. Step-by-step tutorial included! Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To automate the process of adding new users from Interakt to Zoho CRM every week, you first need to set up Pabbly Connect. Start by signing up for a free account on Pabbly Connect’s website. Once you have access to the dashboard, click on ‘Create Workflow’ to begin your integration process.

Give your workflow a name, such as ‘Interakt to Zoho CRM’. This name will help you identify the workflow later. 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 schedule for your automation.

2. Scheduling the Automation Every Week

In the trigger window, select ‘Schedule by Pabbly’ to configure your automation to trigger every week. This is essential for ensuring that the new users from Interakt are added to Zoho CRM regularly. Choose how often you want the workflow to run, and select ‘Days of the Week’ from the dropdown menu. using Pabbly Connect

• Select the day of the week you want the automation to run (e.g., Friday).
• Set the time for the automation to execute (e.g., 10 AM).

After setting your preferred day and time, click on ‘Save’. This ensures that your automation is scheduled to run every Friday at 10 AM, fetching the details of new users added in the past week.

3. Fetching New User Details from Interakt

Next, you will need to fetch the details of new users added in the last week from your Interakt account. In the action window, search for ‘Interakt’ and select it. Choose the action event as ‘Fetch Created User’ and click on ‘Connect’ to link your Interakt account with Pabbly Connect.

To establish this connection, you will need to enter the secret key from your Interakt account. You can find this key in your Interakt profile under ‘Developer Settings’. Copy the secret key and paste it into Pabbly Connect, then click on ‘Save’ to connect your accounts.

4. Processing User Data with Iterator

Once you have fetched the user details, you will receive the data in an array format. To process this data, add an action step and select ‘Iterator’ from the list. This step will allow you to handle each user’s details individually. using Pabbly Connect

• Select the array response from the previous step in the Iterator action.
• Click on ‘Save and Send Test Request’ to see the details of the first user.

After processing the array, you will receive the details of each user, including their name, email, and phone number. This allows you to prepare for adding them as leads in Zoho CRM.

5. Adding Users as Leads in Zoho CRM

To finalize the integration, you will now add the processed user details as leads in Zoho CRM. In the action step, search for ‘Zoho CRM’ and select it. Choose the action event ‘Insert/Update Record’ and connect your Zoho CRM account to Pabbly Connect.

After connecting, you will need to specify the module name (select ‘Leads’) and map the user details such as first name, last name, email, and phone number from the Iterator response. Once you have mapped all required fields, click on ‘Save and Send Test Request’ to add the user as a lead in Zoho CRM.

Conclusion

In this tutorial, we demonstrated how to automate the process of adding new users from Interakt to Zoho CRM every week using Pabbly Connect. By following these steps, you can ensure that your CRM is always up-to-date with the latest user information, streamlining your workflow and enhancing your productivity.