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

Learn how to integrate Lightspeed Sale with Zoho CRM using Pabbly Connect to automate lead creation seamlessly. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Overview of Pabbly Connect for Integration

Pabbly Connect is an excellent platform that facilitates seamless integration between Lightspeed Sale and Zoho CRM. By using Pabbly Connect, you can automate the process of creating leads in Zoho CRM whenever a new sale occurs in Lightspeed Sale. This integration enhances customer relationship management and ensures all customer interactions are effectively tracked.

To get started, you need to access Pabbly Connect. Simply open your browser and search for Pabbly Connect, where you can sign up for a free account or log in. Once logged in, you can create a new workflow that will handle the integration between Lightspeed Sale and Zoho CRM.

2. Creating a Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button on your dashboard. Name your workflow something descriptive, like ‘Create Zoho CRM Lead on Lightspeed Sale,’ and click ‘Create’. This will lead you to the workflow setup interface.

• Click on the ‘Create Workflow’ button.
• Name your workflow appropriately.
• Select the trigger application (Lightspeed).

Once you have created the workflow, you will see two main boxes: Trigger and Action. The Trigger will be set up first, which in this case is Lightspeed Sale. This setup is crucial as it dictates what event will prompt the automation to run.

3. Configuring the Trigger in Pabbly Connect

In the Trigger section of Pabbly Connect, select Lightspeed as your application. Next, choose the trigger event, which should be set to ‘Sale Update.’ This event will capture new sales made in Lightspeed Sale.

To connect Lightspeed with Pabbly Connect, click on ‘Connect’ and then ‘Add New Connection’. You will need to provide your Lightspeed domain prefix, which you can find in your Lightspeed account URL. After entering this information, click ‘Connect’.

• Select ‘Lightspeed’ as the trigger application.
• Choose ‘Sale Update’ as the trigger event.
• Connect your Lightspeed account with the domain prefix.

Once successfully connected, click on ‘Save and Send Test’ to ensure that the integration is working correctly. You will need to create a sale in Lightspeed to test this trigger effectively.

4. Extracting Customer Details for Zoho CRM

After the trigger is set up in Pabbly Connect, you will receive a response containing the details of the sale, including customer information. You will need to extract this information to create a new lead in Zoho CRM.

To do this, add a new action step using the ‘Text Formatter by Pabbly’ tool. Choose the action event as ‘Text Parse’ to extract necessary customer details like the name and mobile number. You will use mapping to retrieve the data from the previous steps.

Add ‘Text Formatter by Pabbly’ as an action step. Select ‘Text Parse’ as the action event. Map the relevant fields from the sale response.

After extracting the details, you can use the same method to split the customer’s name into first and last names. This information is vital for creating a detailed lead in Zoho CRM.

5. Creating a Lead in Zoho CRM Using Pabbly Connect

Now that you have extracted all necessary customer details using Pabbly Connect, it’s time to create a lead in Zoho CRM. Add another action step and select Zoho CRM as the application. Choose the action event as ‘Insert/Update Record’ to add the new lead.

Connect your Zoho CRM account by entering the domain and allowing access. Once connected, you can fill in the required fields using the mapped customer details from the previous steps. Ensure you select ‘Leads’ as the module name.

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

After mapping all fields, click ‘Save and Send Test’ to finalize the integration. You should receive a positive response indicating that a new lead has been successfully created in Zoho CRM based on the Lightspeed Sale data.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the creation of Zoho CRM leads from Lightspeed Sale data. By following the steps outlined, you can enhance your customer management and streamline your sales processes effectively.

Utilizing Pabbly Connect for this integration not only saves time but also ensures that all customer interactions are tracked accurately, leading to improved marketing efforts and business growth.