How to Create Contacts in Agiled from Zoho Mail Using Pabbly Connect

Learn how to automate contact creation in Agiled from Zoho Mail using Pabbly Connect. Follow our detailed guide for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create contacts in Agiled from Zoho Mail, you first need to access Pabbly Connect. This powerful automation tool simplifies the integration process without requiring coding skills.

Start by visiting the Pabbly Connect website and signing up for a free account. Once signed in, navigate to the dashboard where you can create workflows to automate tasks between Zoho Mail and Agiled.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, click on the ‘Create Workflow’ button to initiate the process. You will need to provide a suitable name for your workflow, such as ‘Zoho Mail to Agiled Contacts’. This sets the stage for your automation. using Pabbly Connect

• Click on ‘Create’ to proceed to the workflow page.
• Identify the trigger event, which is receiving a new email in Zoho Mail.
• Select ‘Zoho Mail’ as your application and ‘New Email’ as the trigger event.

Once the trigger is set, Pabbly Connect provides a webhook URL. You will use this URL to connect Zoho Mail with Pabbly Connect, enabling it to capture incoming emails.

3. Configuring Zoho Mail for Integration

To configure Zoho Mail, navigate to the settings and select the ‘Integrations’ option. Under ‘Developer Space’, choose ‘Outgoing Webhooks’. Here, you will add a new configuration using the webhook URL provided by Pabbly Connect.

Follow these steps for the configuration:

• Click on ‘Add New Configuration’ and name your connection.
• Paste the webhook URL into the designated field.
• Set the entity to ‘Mail’ and define conditions for when to trigger this webhook.

Make sure to save your configuration. Now, every time an email that meets your specified conditions arrives, Pabbly Connect will capture the data and proceed with the next steps in your workflow.

4. Setting Up Agiled to Create Contacts

After configuring Zoho Mail, the next step is to set up Agiled within Pabbly Connect. In the action step, select Agiled and choose ‘Create Contact’ as the action event.

You will need to connect your Agiled account by providing the API key, which you can find in the settings of your Agiled account under ‘API Settings’. Once connected, Pabbly Connect will prompt you to map the data captured from Zoho Mail into the fields required for creating a new contact in Agiled.

Map the sender’s name to the first name and last name fields. Map the sender’s email address to the email field. Leave any non-required fields blank.

Once you have mapped all necessary fields, click on ‘Save and Send Test Request’ to ensure that a new contact is created in Agiled. You can confirm this by checking your Agiled contacts list.

5. Testing and Verifying the Integration

Once everything is set up, it’s crucial to test the integration. Send a test email to your Zoho Mail address with a subject line that matches your configured conditions. using Pabbly Connect

Pabbly Connect will capture this email, and if the subject contains the specified keywords, it will trigger the workflow and create a contact in Agiled. Check your Agiled account to verify that the new contact has been added successfully.

In case of any issues, ensure that all mappings are correct and that the webhook URL is properly configured. Once verified, this automation will run seamlessly, creating contacts in Agiled from Zoho Mail automatically.

Conclusion

In this tutorial, we detailed how to create contacts in Agiled from Zoho Mail using Pabbly Connect. By following the steps outlined, you can automate your contact management process effectively without any coding skills. Enjoy the benefits of seamless integration!