Automate Zoho CRM Integration with Pabbly Connect

Learn how to integrate Zoho CRM with Flowdesk using Pabbly Connect for seamless automation. Step-by-step guide with specific examples and UI elements. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Automation

To begin automating your workflow, first access Pabbly Connect. Sign up for a free account to reach the dashboard where you can create your automation workflow.

Once logged in, click on ‘Create Workflow’ and name your workflow, for example, ‘Flowdesk CRM.’ This will set the foundation for connecting your applications.

2. Set Up Trigger with Flowdesk in Pabbly Connect

In this step, we will set up the trigger in Pabbly Connect to connect with Flowdesk. In the trigger window, select Flowdesk as the app and choose the trigger event ‘Subscriber Created.’ This ensures that every time a new subscriber is added in Flowdesk, it will trigger the workflow.

Next, click on ‘Connect’ and select ‘Add New Connection.’ You’ll need to authenticate your Flowdesk account by logging in and allowing permissions. After connecting, create a webhook URL by naming it (e.g., ‘Pabbly Connect’) and click on ‘Save and Send Test Request.’ This action will prompt Pabbly Connect to wait for a response from Flowdesk.

• Select ‘Flowdesk’ in the trigger window.
• Choose the event ‘Subscriber Created’ from the dropdown.
• Authenticate your Flowdesk account.

After saving, create a new subscriber in Flowdesk to test the connection. Once the subscriber is created, Pabbly Connect will capture the details, confirming that the trigger is functioning correctly.

3. Send Subscriber Data to Zoho CRM

After successfully capturing subscriber details from Flowdesk, the next step is to send this data to Zoho CRM using Pabbly Connect. In the action window, search for Zoho CRM and select it as the app. Choose the action event as ‘Create Lead’ to add the subscriber as a lead in Zoho CRM.

Click on ‘Connect’ and add a new connection for Zoho CRM. You will need to provide the domain of your Zoho CRM account, which can be found in the URL of your Zoho account. After entering the domain, authenticate your Zoho account by clicking on ‘Accept.’ This establishes the connection between Pabbly Connect and Zoho CRM.

• Select ‘Zoho CRM’ in the action window.
• Choose the action event ‘Create Lead’ from the dropdown.
• Authenticate using your Zoho CRM domain.

Once connected, map the fields from the Flowdesk response to Zoho CRM fields. This includes the company name, first name, last name, email, and phone number. After mapping, click on ‘Save and Send Test Request’ to check if the lead is created successfully in Zoho CRM.

4. Verify the Lead Creation in Zoho CRM

After sending the test request, check your Zoho CRM account to verify that the lead has been created. You should see the new lead with the same details that were entered in the Flowdesk sign-up form. This confirms that the integration via Pabbly Connect is functioning as intended.

To ensure everything is working properly, create another test subscriber in Flowdesk. Refresh the leads section in Zoho CRM to see if the new subscriber appears as a lead. This step will validate the automation workflow you set up using Pabbly Connect.

With this setup, every time a new subscriber is added in Flowdesk, they will automatically be added as a lead in Zoho CRM, streamlining your lead management process.

5. Test and Optimize Your Automation Workflow

Now that your automation is set up, it’s essential to test it thoroughly. Create a few more test subscribers in Flowdesk and observe how they are captured in Zoho CRM. This testing phase will help identify any potential issues in your automation workflow.

Additionally, consider optimizing your Pabbly Connect workflow by adjusting the fields you map to ensure all relevant subscriber information is captured. You can also explore additional features in Pabbly Connect to enhance your automation further.

By utilizing Pabbly Connect, you can easily integrate various applications and automate repetitive tasks, saving time and increasing efficiency in your operations.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the integration between Flowdesk and Zoho CRM. By following these steps, you can efficiently manage your subscriber data and streamline your lead generation process.