Integrate India M Inquiries with Zoho CRM Using Pabbly Connect

Learn how to integrate India M inquiries with Zoho CRM using Pabbly Connect for seamless automation. Follow our step-by-step tutorial for effective lead management. 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. Accessing Pabbly Connect for Integration

To integrate India M inquiries with Zoho CRM, you need to start by accessing Pabbly Connect. Open your browser and search for Pabbly Connect to reach its landing page. Here, you can either sign in if you already have an account or sign up for free to get started.

After logging in, you will be directed to the dashboard. Here, click on the ‘Create Workflow’ button to initiate the process of setting up your integration. This is the first step in automating the addition of inquiries from India M into Zoho CRM.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow that connects India M with Zoho CRM using Pabbly Connect. First, name your workflow appropriately, such as ‘Automatically Add India M Inquiries to Zoho CRM’. Select the folder where you want to save this workflow for easy access later.

• Name your workflow for clarity.
• Select the appropriate folder for organization.
• Click on the ‘Create’ button to proceed.

After creating the workflow, you will see two main sections: Trigger and Action. The Trigger is what starts the workflow, and the Action is what happens as a result. You will now set up the Trigger to receive inquiries from India M.

3. Setting Up Trigger for India M Inquiries

To set up the Trigger in Pabbly Connect, search for ‘India M’ in the Trigger application options. Select India M and choose the Trigger event as ‘New Leads’. This event will activate every time a new inquiry is received.

Next, you will need to connect India M with Pabbly Connect. Copy the provided webhook URL and log into your India M account. Navigate to the Lead Manager section and set up a Push API integration using this webhook URL. This connection allows inquiries from India M to be sent directly to Pabbly Connect.

• Log into your India M account.
• Go to Lead Manager and select Push API.
• Paste the webhook URL and save the integration.

Once the Trigger is set up, you can generate a test inquiry to ensure that the connection is working properly. This test will confirm that inquiries are being sent to Pabbly Connect as expected.

4. Setting Up Action to Create Leads in Zoho CRM

After successfully setting up the Trigger, the next step is to configure the Action in Pabbly Connect. Search for ‘Zoho CRM’ in the Action application section and select it. Choose the action event as ‘Insert/Update Record’ to create a new lead in your Zoho CRM.

Connect your Zoho CRM account by providing the required domain and authorizing access. Make sure to select the ‘Leads’ module to ensure that inquiries are added as leads. You will now map the details from the India M inquiry to the respective fields in Zoho CRM.

Select ‘Insert/Update Record’ as the action event. Connect your Zoho CRM account and provide domain details. Map inquiry details from India M to Zoho CRM fields.

After mapping the fields, save the settings. This step ensures that every new inquiry from India M is automatically added to Zoho CRM as a lead, streamlining your lead management process.

5. Testing the Integration and Finalizing

Once the action setup is complete, it’s time to test the integration using Pabbly Connect. Generate a test inquiry in your India M account to see if it reflects in Zoho CRM. This test will help verify that all details are transferred correctly.

Check your Zoho CRM for the new lead created from the test inquiry. Ensure all fields are populated accurately with the information from the inquiry. If everything looks good, your integration is successfully set up!

By using Pabbly Connect for this integration, you can automate the entire process of converting inquiries from India M into actionable leads in Zoho CRM, enhancing your sales efficiency.

Conclusion

In this tutorial, we explored how to integrate India M inquiries with Zoho CRM using Pabbly Connect. This powerful integration automates lead management, ensuring that every inquiry is captured and processed efficiently. With Pabbly Connect, you can streamline your sales process and enhance your customer engagement.