How to Create Zoho CRM Lead on Lightspeed Sale Using Pabbly Connect

Learn how to create a Zoho CRM lead from Lightspeed Sale using Pabbly Connect with this detailed step-by-step tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Integrating Lightspeed and Zoho CRM

In this tutorial, we will explore how to use Pabbly Connect to create a Zoho CRM lead from a Lightspeed Sale. This integration allows retail store owners to automate customer data capture seamlessly.

By using Pabbly Connect, you can eliminate manual data entry and ensure that every sale from Lightspeed is transformed into a potential lead in Zoho CRM. This enhances customer relationship management efforts significantly.

2. Accessing Pabbly Connect to Create Your Workflow

To begin, open your browser and search for Pabbly Connect. You will be directed to the Pabbly Connect landing page where you can either sign in or sign up for a free account.

If you don’t have an account, click on the ‘Sign up for free’ button. This process takes only a couple of minutes and grants you 100 tasks free every month. If you already have an account, simply sign in to proceed.

• Open your browser and search for Pabbly Connect.
• Click on ‘Sign up for free’ or sign in if you already have an account.
• Access the Pabbly Connect dashboard.

Once logged in, you will see the dashboard. Here, you need to create a new workflow by clicking on the ‘Create Workflow’ button.

3. Creating the Workflow for Lightspeed Sale to Zoho CRM

After clicking on ‘Create Workflow,’ name your workflow something descriptive, such as ‘Create Zoho CRM Lead on Lightspeed Sale.’ Then, click on the ‘Create’ button to proceed.

Your workflow will consist of a trigger and an action. The trigger will be from Lightspeed, and the action will be to create a lead in Zoho CRM. Start by selecting Lightspeed as your trigger application.

• Select Lightspeed as the trigger application.
• Choose the trigger event as ‘Sale Update’.
• Connect Lightspeed with Pabbly Connect by providing the necessary credentials.

This setup allows Pabbly Connect to listen for new sales from Lightspeed, which will then trigger the next steps in your workflow.

4. Mapping and Extracting Customer Data from Lightspeed

Once your trigger is set, it’s time to extract customer details from the sale. After making a sale in Lightspeed, you will see a response in Pabbly Connect that contains all necessary customer information.

Next, you will need to add an action step to format the text data. Use the ‘Text Formatter by Pabbly’ to extract the required customer details such as name and mobile number. Click on ‘Add Action Step’ and select ‘Text Formatter’.

Select the Text Formatter by Pabbly. Map the response from Lightspeed to extract customer details. Use text match to specify how to extract the mobile number and name.

This method ensures that as new sales occur, the customer data is accurately extracted and formatted for the next step in your workflow.

5. Creating Leads in Zoho CRM Using Pabbly Connect

The final step is to create leads in Zoho CRM using the extracted customer details. Add another action step in your workflow and select Zoho CRM as the application.

Choose the action event as ‘Insert/Update Record’. Connect your Zoho CRM account to Pabbly Connect by providing your domain details. After connecting, you can map the customer details extracted from Lightspeed into the appropriate fields in Zoho CRM.

Select Zoho CRM as the action application. Choose ‘Insert/Update Record’ as the action event. Map customer details to the corresponding fields in Zoho CRM.

Once you have mapped all necessary fields, click on ‘Save and Send Test’ to create the new lead. If successful, the lead will appear in your Zoho CRM account, confirming that the integration is working seamlessly.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of Zoho CRM leads from Lightspeed sales. By following these steps, you can enhance your customer relationship management and streamline your sales process effectively.

Utilizing Pabbly Connect not only saves time but also ensures that every customer interaction is tracked accurately, leading to better marketing and sales strategies.