Automate Zoho CRM with Pabbly Connect: A Step-by-Step Guide

Learn how to automate Zoho CRM using Pabbly Connect. This detailed guide walks you through the integration process step-by-step. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate Zoho CRM, the first step is to access Pabbly Connect. You can do this by navigating to the Pabbly Connect website and signing in or signing up for a new account.

Once you are on the Pabbly Connect homepage, you will see two options: ‘Sign In’ and ‘Sign Up for Free’. Existing users can click on ‘Sign In’, while new users should click on ‘Sign Up for Free’ to create their accounts. After signing up, you will receive 100 free tasks monthly to explore the platform.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, you will be directed to your dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. This is where the automation process begins.

• Click on ‘Create Workflow’.
• Name your workflow, e.g., ‘Automate Zoho CRM using Pabbly Connect’.
• Select a folder to save your workflow.

Once you have named your workflow and selected a folder, click on ‘Create’. This will take you to a new screen where you can set up triggers and actions for your automation.

3. Setting Up Zoho CRM as a Trigger

In this section, you will set up Zoho CRM as the trigger application in Pabbly Connect. This means that whenever a specific event occurs in Zoho CRM, it will trigger an action.

To do this, select ‘Zoho CRM’ as your trigger application and choose the trigger event, such as ‘New Module Entry’. After selecting the trigger event, click on ‘Connect’ to establish the connection between Zoho CRM and Pabbly Connect.

• Select ‘Zoho CRM’ as the trigger application.
• Choose the trigger event: ‘New Module Entry’.
• Click on ‘Connect’ and authorize the connection.

Once the connection is established, you will need to specify the module name, which could be leads, contacts, or any other relevant module. After selecting the module, click on ‘Save and Send Test Request’ to test the connection.

4. Transferring Leads to Google Chat

Now that you have set up Zoho CRM as the trigger, the next step is to transfer leads to Google Chat using Pabbly Connect. This automation allows your team to receive notifications whenever a new lead is added.

To set this up, select ‘Google Chat’ as your action application. Choose the action event to send a message to your team. Connect it with your Google account and specify the chat space where the message will be sent. After setting this up, click on ‘Save’.

Select ‘Google Chat’ as the action application. Choose the action event: ‘Send Message’. Specify the chat space for notifications.

Finally, map the data from the Zoho CRM trigger to the Google Chat message. This ensures that your team receives the necessary details about the new lead.

5. Using Facebook Lead Ads to Add Leads to Zoho CRM

In this section, you will learn how to integrate Facebook Lead Ads with Zoho CRM using Pabbly Connect. This integration allows leads generated from Facebook to be automatically added to Zoho CRM.

First, set up Facebook Lead Ads as your trigger application in Pabbly Connect. Choose the appropriate trigger event, and connect your Facebook account. Once the connection is established, select the action application as Zoho CRM.

Select ‘Facebook Lead Ads’ as the trigger application. Choose the trigger event to capture new leads. Connect your Facebook account to Pabbly Connect.

After capturing the lead data, set Zoho CRM as the action application and choose the event to insert or update a record. Map the lead details from Facebook to Zoho CRM to ensure all information is transferred correctly.

Conclusion

In conclusion, using Pabbly Connect allows you to automate Zoho CRM efficiently. By integrating with applications like Google Chat and Facebook Lead Ads, you enhance your CRM processes, saving time and improving productivity.