Integrate Tag Mango Leads to Zoho CRM Using Pabbly Connect

Learn how to seamlessly integrate Tag Mango leads into Zoho CRM using Pabbly Connect. Follow our step-by-step guide for easy automation. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating leads from Tag Mango to Zoho CRM, you first need to access Pabbly Connect. This platform allows you to create automated workflows that connect different applications seamlessly. You can sign up for a free account on Pabbly Connect, which takes only a few minutes.

Once you are logged into your Pabbly Connect dashboard, you can begin setting up your automation workflow. This process will involve connecting your Tag Mango account to Pabbly Connect and then linking it to Zoho CRM. The first step is to click on the ‘Create Workflow’ button to initiate the setup.

2. Creating the Workflow in Pabbly Connect

After clicking on ‘Create Workflow,’ give your automation a name, such as ‘Tag Mango to Zoho CRM.’ Select a folder for organization, and then click on ‘Create.’ This will open a new workflow window in Pabbly Connect where you will set up the trigger and action. using Pabbly Connect

• Choose Tag Mango as the trigger application.
• Select the trigger event as ‘Lead Capture’ to detect new leads.
• Connect your Tag Mango account by entering the API key from Tag Mango.

Once the connection is established, you will need to select the specific page from which you want to capture leads. After selecting the page, click on the ‘Save and Send Test Request’ button to ensure that Pabbly Connect is receiving data correctly from Tag Mango.

3. Setting Up the Action in Pabbly Connect

Now that you have set up the trigger, it’s time to configure the action that will send lead information to Zoho CRM. In the action step, search for ‘Zoho CRM’ and select it as the application. Choose the action event as ‘Insert/Update Record’ to add new leads to your CRM. using Pabbly Connect

Next, connect your Zoho CRM account by clicking on the ‘Connect with Zoho CRM’ button. You will need to provide the domain of your Zoho account, which can be found in the URL when logged into Zoho CRM. After entering the domain, click on ‘Save’ to establish the connection.

• Select the ‘Leads’ module from the dropdown list.
• Choose the layout you want to use, typically the ‘Standard’ layout.
• Map the fields from Tag Mango to the corresponding fields in Zoho CRM.

This mapping process ensures that the lead details captured in Tag Mango are accurately reflected in Zoho CRM. Once all fields are mapped, click on the ‘Save and Send Test Request’ button to verify that the data is being sent correctly.

4. Testing the Integration Workflow

With your workflow set up, it’s time to test the integration between Tag Mango and Zoho CRM. You can do this by submitting a new lead through your Tag Mango landing page. Fill out the lead form with the required details and click on the ‘Register Now’ button.

After submitting the form, check your Tag Mango account to confirm that the lead has been added successfully. Then, go to your Zoho CRM account and navigate to the Leads section. You should see the same lead with all details populated as entered in Tag Mango. This confirms that the automation via Pabbly Connect is functioning correctly.

5. Conclusion

In this tutorial, we demonstrated how to integrate Tag Mango leads into Zoho CRM using Pabbly Connect. By following the steps outlined, you can automate the process of adding leads to your CRM, saving time and reducing manual entry errors. This integration enhances your workflow and ensures that your lead management is efficient and effective.

With Pabbly Connect, you can explore further integrations with various applications, enabling a more streamlined business process. Start automating today to improve your productivity!