How to Create a Zoho CRM Lead from Google Sheets Using Pabbly Connect

Learn how to automate the process of creating Zoho CRM leads from Google Sheets based on specific conditions using Pabbly Connect in this detailed tutorial.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To create a Zoho CRM lead from Google Sheets based on specific conditions, you first need to access Pabbly Connect. This platform enables seamless integration between these applications.

Visit the Pabbly Connect homepage by typing Pabbly.com/connect in your browser. You’ll find options to sign in or sign up for free. New users can create an account quickly, gaining access to 100 free tasks monthly to explore the platform’s capabilities.

2. Creating the Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ option and name it ‘Create Zoho CRM Leads from Google Sheets’. Select a folder to save your workflow for easy access.

• Click on ‘Create’ to open the trigger and action setup.
• Select Google Sheets as the trigger application.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.

After selecting the trigger event, a webhook URL will be generated. This URL acts as a bridge to send data from Google Sheets to Pabbly Connect.

3. Setting Up Google Sheets with Pabbly Connect

To connect Google Sheets to Pabbly Connect, open your Google Sheets document containing the leads. Ensure you have three sheets representing different lead sources: Facebook, Twitter, and Online Store.

• Go to Extensions > Add-ons > Get add-ons.
• Search for ‘Pabbly Connect Webhooks’ and install it.
• After installation, refresh your Google Sheets.

Once refreshed, navigate to Extensions > Pabbly Connect Webhooks > Initial Setup. Paste the webhook URL copied from Pabbly Connect and specify the trigger column, which is the last data entry column (Column C). This setup allows data to be captured accurately whenever a new row is added.

4. Configuring Zoho CRM in Pabbly Connect

After configuring Google Sheets, the next step is to set up Zoho CRM in Pabbly Connect. Select Zoho CRM as the action application and choose ‘Insert or Update Record’ as the action event.

To connect to Zoho CRM, you will need to enter your domain name found in the URL of your Zoho CRM account. After entering the domain, click ‘Save’. Accept the permissions requested by Pabbly Connect to access your Zoho CRM account.

Select ‘Leads’ as the module name. Map the fields from Google Sheets to Zoho CRM, including first name, last name, email, and lead source. Ensure lead source reflects the corresponding sheet name for accurate tracking.

This mapping is crucial as it allows Pabbly Connect to insert the correct data into Zoho CRM based on the source of the lead.

5. Testing the Integration

To test the integration, add a new row in your Google Sheets for each source. For example, add a lead under the Facebook sheet. After entering the data, check Zoho CRM to see if the lead was created successfully with the correct source.

Repeat this process for the Twitter and Online Store sheets. Each time you add a new lead, Pabbly Connect will automatically create a corresponding lead in Zoho CRM based on the specified conditions.

Verify that new leads appear in Zoho CRM with the correct lead source. Ensure that data from Google Sheets is accurately reflected.

This successful integration demonstrates how Pabbly Connect can automate lead creation in Zoho CRM based on specific conditions set in Google Sheets.

Conclusion

In this tutorial, we explored how to create Zoho CRM leads from Google Sheets using Pabbly Connect. By following specific conditions, you can automate lead generation efficiently, saving time and reducing manual errors.

This integration not only enhances productivity but also ensures that your leads are accurately tracked based on their source. Start using Pabbly Connect today to streamline your automation processes!