How to Create Zoho CRM Contacts Whenever a New User is Registered in WordPress Using Pabbly Connect

Learn how to integrate WordPress with Zoho CRM to automatically create contacts using Pabbly Connect. Follow this detailed tutorial for step-by-step guidance. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create Zoho CRM contacts whenever a new user registers in WordPress, you will use Pabbly Connect. Start by visiting the Pabbly Connect website and signing in or signing up for a free account. This platform allows seamless integration between different applications.

Once logged in, navigate to the dashboard where you can create workflows. Click on the ‘Create Workflow’ button to begin setting up the integration. This is where you will configure the trigger and action that will connect WordPress and Zoho CRM.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow based on your objective, such as ‘Create Zoho CRM Contact on New User Registration in WordPress’. Select the folder where you want to save this workflow.

• Click on ‘Create’ to proceed to the workflow setup.
• Choose ‘WordPress’ as your trigger application.
• Set the trigger event to ‘User Registers’.

After selecting the trigger, Pabbly Connect will provide a webhook URL. This URL acts as a bridge between WordPress and Pabbly Connect, allowing you to capture user registration data automatically.

3. Setting Up WordPress for Integration

Now, you need to set up your WordPress site to send data to Pabbly Connect. Install the WP Webhook plugin by navigating to the plugins section and searching for it. Once installed, go to the settings of the WP Webhook plugin.

In the settings, select the option to send data and choose ‘User Created’ as the trigger. Add the webhook URL you copied from Pabbly Connect and name your webhook, for example, ‘Testing’. Click on ‘Add Webhook’ to successfully link your WordPress site with Pabbly Connect.

4. Testing the Integration with a New User

After setting up the webhook, it’s time to test the integration. Go to your WordPress page and fill in the registration form with user details. For instance, you can use the name ‘Jane Allen’ and the email ‘[email protected]’. Once you submit the form, Pabbly Connect will receive the data. using Pabbly Connect

In Pabbly Connect, you will see the webhook response that includes all the details of the new user. This confirms that the integration is working correctly. The next step is to set up the action that will create a new contact in Zoho CRM.

• Select ‘Zoho CRM’ as your action application.
• Choose ‘Create Contact’ as the action event.
• Connect Zoho CRM with Pabbly Connect by entering your domain.

After connecting, map the user details from the webhook response to create the new contact in Zoho CRM. This includes first name, last name, email, and mobile number.

5. Finalizing the Integration and Checking Zoho CRM

Finally, after mapping all necessary fields in Pabbly Connect, click on ‘Save and Test Request’. This action will create a new contact in Zoho CRM using the details from the new WordPress registrant. A positive response indicates that the contact has been successfully added.

To verify, log into your Zoho CRM account and navigate to the contacts section. You should see the new contact ‘Jane Allen’ with the corresponding email address. This confirms that your integration is complete and functioning as intended.

Conclusion

By following these steps, you can successfully integrate WordPress with Zoho CRM using Pabbly Connect. This automation allows you to create new contacts in Zoho CRM automatically whenever a new user registers in WordPress, streamlining your workflow and improving efficiency.