How to Add New Leads from TradeIndia to Zoho CRM Using Pabbly Connect

Learn how to automate adding leads from TradeIndia to Zoho CRM using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating TradeIndia with Zoho CRM, access Pabbly Connect by visiting the official website. Here, you will find options to either sign in or sign up for a new account.

If you’re new to Pabbly, select the ‘Sign Up for Free’ option to create your account in just a few minutes. Once logged in, navigate to the ‘All Apps’ page and click on ‘Access Now’ under Pabbly Connect to reach the dashboard.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘TradeIndia to Zoho CRM,’ and select the appropriate folder for your automation. using Pabbly Connect

• Click on ‘Create’ to open the workflow interface.
• You will see two windows: the trigger window and the action window.

Here, the trigger window is where you will set up the connection to TradeIndia to capture new leads, while the action window will send those leads to Zoho CRM.

3. Setting Up Trigger for TradeIndia

In the trigger window, search for and select ‘TradeIndia’ as your trigger application. Choose the trigger event as ‘Capture Leads’ and click on ‘Connect’ to establish a connection with your TradeIndia account.

To connect, enter your User ID, Profile ID, and Key from TradeIndia. You can find these details in your TradeIndia account under ‘My Inquiry API.’ Copy each detail and paste it into the respective fields in Pabbly Connect.

4. Configuring Zoho CRM Action

After successfully capturing leads from TradeIndia, scroll to the action step and select ‘Zoho CRM’ as the application. Choose the action event as ‘Insert or Update Record’ and connect your Zoho CRM account. using Pabbly Connect

For the connection, you will need to provide the domain of your Zoho CRM account. This can be found in the URL of your Zoho CRM. After entering the domain, click on ‘Save’ and then accept the permissions to connect.

• Select the module name as ‘Leads’ for the action.
• Map the fields from TradeIndia, such as company name and lead details, into Zoho CRM.

This mapping ensures that the lead information from TradeIndia is accurately reflected in your Zoho CRM account.

5. Testing the Automation Workflow

Once your setup is complete, it’s important to test the workflow. Click on the ‘Save and Send Test Request’ button in Pabbly Connect to check if the lead details are being captured and sent correctly to Zoho CRM.

After executing the test, verify in your Zoho CRM that the lead has been added successfully with all mapped details. This confirms that the integration between TradeIndia and Zoho CRM via Pabbly Connect is functioning as intended.

Conclusion

Using Pabbly Connect to automate the process of adding new leads from TradeIndia to Zoho CRM streamlines your workflow. This integration ensures that every lead is captured accurately and efficiently, enhancing your business operations.