How to Create Zoho CRM Lead from Webhook Response & Add Data in Google Sheets Using Pabbly Connect

Learn how to integrate Zoho CRM and Google Sheets using Pabbly Connect to automate lead creation from webhook responses. Follow our detailed tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Zoho CRM lead from a webhook response and add data to Google Sheets, you first need to access Pabbly Connect. This platform allows seamless integration between various applications, including Zoho CRM and Google Sheets.

Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and utilize 100 tasks every month. Once logged in, you will see the Pabbly apps window where you can select Pabbly Connect by clicking on ‘Access Now’.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button located in the top right corner. You will be prompted to name your workflow; enter a name such as ‘Create Zoho CRM Lead from Webhook Response and Add Data in Google Sheets’.

• Select a folder to save your workflow.
• Choose the appropriate folder, such as ‘Zoho CRM Automations’.
• Click on ‘Create’ to finalize the workflow setup.

Your workflow is now created, and you will see two sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result.

3. Setting Up the Trigger in Pabbly Connect

To initiate the workflow, you need to set up the Trigger. Click on the arrow in the Trigger section and select ‘Webhook by Pabbly’. This allows you to connect applications that are not natively integrated with Pabbly Connect.

Choose the Trigger Event as ‘Catch Webhook’. Once selected, Pabbly Connect will generate a unique webhook URL. Copy this URL as it will be used to connect your form application.

• Paste the webhook URL into your form application settings.
• This will allow the form to send data to Pabbly Connect.
• Test the integration by submitting a sample form.

After submitting the form, return to Pabbly Connect to verify that the webhook response has been successfully captured.

4. Creating a Lead in Zoho CRM

Once the webhook response is captured, the next step is to create a lead in Zoho CRM. Click on the action arrow and select ‘Zoho CRM’ as your action application. Then, choose ‘Insert or Update Record’ as the Action Event.

Click on ‘Connect’ to set up the connection with your Zoho CRM account. You will need to enter your Zoho domain, which can be found in your Zoho CRM account URL. After pasting the domain, click ‘Save’.

Authorize Pabbly Connect to access your Zoho CRM account. Select ‘Contacts’ as the module name for the lead creation. Map the fields such as first name, last name, email, and phone number from the webhook response.

This mapping ensures that the data from the webhook response is correctly inserted into your Zoho CRM account.

5. Adding Data to Google Sheets

The final step in this integration process is to add the lead data to Google Sheets. Click on the plus button to add another action step and select ‘Google Sheets’ as the action application. Choose ‘Add New Row’ as the Action Event.

Connect your Google Sheets account by clicking on ‘Sign in with Google’ and authorizing Pabbly Connect to access your sheets. Select the spreadsheet where you want to store the lead details.

Map the data fields like first name, last name, email, and phone number to the respective columns in the Google Sheet. Click ‘Save and Send Test Request’ to check if the data is added successfully. Verify the Google Sheet to ensure the lead data appears correctly.

By following these steps, you have successfully automated the process of creating a lead in Zoho CRM and adding the lead details to Google Sheets using Pabbly Connect.

Conclusion

In this tutorial, we learned how to create a Zoho CRM lead from a webhook response and add data to Google Sheets using Pabbly Connect. This integration streamlines lead management, ensuring that your data flows seamlessly between applications.