How to Create Zoho CRM Record for OptinMonster Lead Using Pabbly Connect

Learn how to create a Zoho CRM record for OptinMonster leads using Pabbly Connect with this step-by-step tutorial. Automate your lead management today! 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

Accessing Pabbly Connect for Integration

To create a Zoho CRM record for an OptinMonster lead, you first need to access Pabbly Connect. This platform allows you to automate tasks between different applications without coding.

Start by navigating to the Pabbly Connect website. If you’re a new user, you can sign up for free and get 100 tasks every month. Existing users can simply sign in to access their dashboard and tools.

Creating a Workflow in Pabbly Connect

After signing in, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, name it ‘Create Zoho CRM Record for OptinMonster Lead’ and select the appropriate folder for saving.

Next, the workflow window opens where you will set up the trigger and action. The trigger is the event that starts the automation, and the action is what happens as a result. In this case, the trigger will be OptinMonster.

• Click on the trigger application and search for OptinMonster.
• Select ‘New Lead’ as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.

This URL will be used to connect your OptinMonster account to the workflow. Make sure to keep this URL handy for the next steps.

Setting Up OptinMonster Integration

Log in to your OptinMonster account and navigate to the form you want to integrate. Click on the form to edit it and find the Integrations tab. Click on the option to add a new integration.

Select the Webhook integration option and enter the webhook URL you copied from Pabbly Connect. Name this webhook as ‘Zoho CRM’ for easy identification.

• Paste the webhook URL in the designated field.
• Click on ‘Connect to Webhook’ to finalize the setup.

Once connected, you will receive a confirmation that the webhook has been successfully added. This step establishes the connection between OptinMonster and Pabbly Connect.

Capturing Lead Response in Pabbly Connect

After setting up the integration, go back to your Pabbly Connect workflow. Click on ‘Recapture Webhook Response’ to test the connection. This will allow Pabbly Connect to capture the data from a test lead submission.

To perform a test submission, go back to your OptinMonster form and fill it out with sample data. Once completed, click on the subscribe button. This action will send the data to Pabbly Connect and trigger the workflow.

Enter a name, email, and phone number in the form. Submit the form to send data to Pabbly Connect.

Once the test is successful, you will see the captured response in your Pabbly Connect workflow, confirming that the lead data has been received.

Creating a Zoho CRM Record via Pabbly Connect

Now that you have captured the lead data, it’s time to set up the action in your workflow. For the action application, search for and select Zoho CRM.

Choose the action event as ‘Insert/Update Record’. If you haven’t connected your Zoho CRM account yet, click on ‘Add New Connection’ and provide the necessary domain information.

Enter your Zoho domain in the required field. Accept the permissions requested by Pabbly Connect.

After successfully connecting, you can map the fields from your OptinMonster lead to the corresponding fields in Zoho CRM. This ensures that each new lead is recorded accurately in your CRM system.

Conclusion

In this tutorial, we demonstrated how to create a Zoho CRM record for OptinMonster leads using Pabbly Connect. By following these steps, you can automate your lead management process seamlessly.

With Pabbly Connect, you can efficiently integrate multiple applications, ensuring your data flows smoothly between OptinMonster and Zoho CRM. Start automating today!