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Automating Lead Management: Integrating Simply with URL and Zoho CRM

Learn how to automate lead management by integrating Simply with URL and Zoho CRM using Pabbly Connect. This step-by-step guide covers the process in detail.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To start the integration process, we will utilize Pabbly Connect. This tool allows us to automate workflows without any coding. First, visit the Pabbly Connect website and sign up for a free account if you are a new user. Existing users can simply log in to their accounts.

Once logged in, navigate to the dashboard. Click on the ‘Create Workflow’ button. You will then be prompted to name your workflow. For this integration, name it ‘Add Agriculture Products from India M Inquiries to Zoho CRM’. Select the appropriate folder to save your workflow, and then click ‘Create’.

2. Configuring the Trigger for India M

The next step involves configuring the trigger application, which is India M. Select India M as the trigger app and choose the ‘New Leads’ event. This event will initiate the workflow whenever a new lead is received.

Select ‘India M’ as the trigger application.
Choose ‘New Leads’ as the trigger event.
Set up the webhook URL in your India M account.

To set up the webhook, copy the URL provided by Pabbly Connect and paste it into the webhook listener section of your India M account. This connection allows data to flow from India M to Pabbly Connect whenever a new lead is created.

3. Testing the Integration with a New Lead

After setting up the webhook, it’s time to test the integration. Create a new inquiry through your India M account. Enter the necessary details, such as the lead’s name, email, and inquiry message. Once submitted, this inquiry should automatically trigger the workflow in Pabbly Connect. using Pabbly Connect

Check the Pabbly Connect dashboard to see if the new lead information has been captured successfully. You should see the status indicating a successful lead capture along with the unique query ID and other details.

4. Setting Up Zoho CRM as the Action Application

Now that we have successfully captured leads from India M, the next step is to set up Zoho CRM as the action application. Select Zoho CRM and choose the ‘Insert or Update Record’ event. This action will allow us to add the captured lead details into our Zoho CRM account.

To connect Zoho CRM, you will need to provide your domain name. This can be found in the URL of your Zoho CRM account. Once entered, authorize Pabbly Connect to access your Zoho CRM data. You can then map the lead details from the previous step into the appropriate fields in Zoho CRM.

5. Conclusion: Streamlining Your Lead Management Process

By integrating Simply with URL and Zoho CRM through Pabbly Connect, you can efficiently manage your agriculture product inquiries. This automated workflow ensures that every new lead is captured and organized without manual intervention.

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This integration not only saves time but also enhances your lead management process, allowing you to focus on growing your business. Implementing this system will help you streamline operations and improve response times to potential customers.