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

Learn how to integrate Zoho CRM with WordPress using Pabbly Connect to automatically create contacts for new user registrations. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

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 first need to access Pabbly Connect. This platform serves as the central hub for automating your workflows. Start by visiting the Pabbly Connect website, where you can either sign in or create a free account.

If you don’t have an account, signing up is quick and easy, taking just a few minutes. Once logged in, you’ll be directed to the Pabbly Connect dashboard, where you can manage all your workflows efficiently.

2. Creating a New Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, you will need to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow appropriately, such as ‘Create Zoho CRM Contact When New User Registers in WordPress’. This name should reflect the purpose of your workflow. using Pabbly Connect

• Click on the ‘Create’ button to initiate the workflow setup.
• You will see two main sections: Trigger and Action.
• Select ‘WordPress’ as your trigger application and ‘Zoho CRM’ as your action application.

This setup is crucial as it defines how the integration will function. The trigger will activate when a new user registers in WordPress, prompting the action to create a new contact in Zoho CRM.

3. Setting Up the Trigger for New User Registration

Next, you need to set up your trigger in Pabbly Connect. Choose ‘WordPress’ as the trigger application and select ‘User Registers’ as the trigger event. This is the event that will kick off the workflow whenever a new user signs up on your WordPress site.

To connect WordPress with Pabbly Connect, copy the webhook URL provided. This URL acts as a bridge between the two applications. You will then need to add this webhook URL to your WordPress site using a plugin.

• Navigate to your WordPress admin dashboard and go to Plugins.
• Search for and install the ‘WP Webhook’ plugin.
• Once installed, go to the settings of the plugin and add the copied webhook URL.

After setting up the webhook, return to Pabbly Connect, where it will be waiting for a response from WordPress. This confirms that the integration is correctly established.

4. Adding a New User in WordPress

Now that your trigger is set up, it’s time to test the integration by adding a new user in WordPress. Go to your WordPress page and fill in the registration form with a new user’s details. For example, you can use the name ‘Jane Allen’ and the email ‘[email protected]’. using Pabbly Connect

Once you submit the registration form, Pabbly Connect will receive the user data, including the first name, last name, email, and other details. This data will be used to create a new contact in Zoho CRM.

Fill in all required fields such as name, email, and address. Ensure to include a mobile number and select the appropriate country.

After submitting, check back in Pabbly Connect to see if the webhook response has been received, confirming that the integration is functioning correctly.

5. Creating a Contact in Zoho CRM

With the user data now captured in Pabbly Connect, the next step is to set up the action to create a contact in Zoho CRM. Select ‘Zoho CRM’ as your action application and choose ‘Create Contact’ as the action event. using Pabbly Connect

To connect Zoho CRM with Pabbly Connect, you will need to provide your Zoho domain. This can be found in the URL of your Zoho CRM account. Enter the domain in Pabbly Connect and authenticate your account to establish the connection.

Map the user details from the webhook response to the appropriate fields in Zoho CRM. Fill in fields like first name, last name, email, and mobile number. Provide a description or title for the contact, such as ‘New Lead’.

After mapping all the required fields, click ‘Save and Test Request’ to create the contact. If successful, you will receive a positive response, confirming that the contact has been added to Zoho CRM.

Conclusion

In this tutorial, we explored how to create Zoho CRM contacts whenever a new user registers in WordPress using Pabbly Connect. By following the steps outlined, you can automate the process of managing user registrations and CRM contacts, enhancing efficiency in your operations.