Integrate U-Chat with Zoho CRM Using Pabbly Connect

Learn how to automate the process of adding new users from U-Chat to Zoho CRM using Pabbly Connect. Step-by-step tutorial included! 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. Setting Up Pabbly Connect for U-Chat and Zoho CRM Integration

To begin the integration process, you need to access Pabbly Connect. This platform will automate the workflow between U-Chat and Zoho CRM. Start by signing up for a free account on the Pabbly website and logging into your dashboard.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘U-Chat to Zoho CRM’, and click on the ‘Create’ button. You will now see two windows: the trigger window and the action window. The trigger window will allow you to connect U-Chat with Pabbly Connect.

2. Connecting U-Chat to Pabbly Connect

In the trigger window, select U-Chat as the application. You will need to choose the trigger event, which is ‘New Bot User’. Click on the ‘Connect’ button, then select ‘Add New Connection’ to link your U-Chat account with Pabbly Connect.

• Enter the API key from your U-Chat account.
• Make sure the API key is bot-specific for accurate data retrieval.
• After entering the API key, click on ‘Save’ and then ‘Send Test Request’.

This will prompt Pabbly Connect to wait for a new user to be created in U-Chat. Create a new user in your U-Chat bot to test the connection. Once the user is created, the details will be sent to Pabbly Connect.

3. Adding User Details to Zoho CRM

After successfully connecting U-Chat, the next step is to send the user details to Zoho CRM. In the action window, search for Zoho CRM and select it. Choose the action event as ‘Create Contact’ and click on the ‘Connect’ button.

To connect Zoho CRM with Pabbly Connect, enter the domain of your Zoho account. Once you click ‘Save’, you will be prompted to authorize the connection. Accept the permissions to complete the integration.

• Map the lead source to the contact being created.
• Fill in the first name, last name, email, and mobile number fields using the data retrieved from U-Chat.
• Click on ‘Save’ and then ‘Send Test Request’ to check if the contact is created in Zoho CRM.

After mapping the user details, you should see a confirmation response indicating that the new user has been successfully added to Zoho CRM through Pabbly Connect.

4. Testing the Automation Workflow

Once the connections are set up, it’s crucial to test the automation. Create another user in your U-Chat bot to see if the details are transferred to Zoho CRM. After creating the user, check your Zoho CRM contacts.

You should see the new user listed with the same details you entered in U-Chat. This confirms that the automation is working correctly. Each time a new user is created in U-Chat, their details will be automatically added to Zoho CRM via Pabbly Connect.

Conclusion

In this tutorial, we covered how to integrate U-Chat with Zoho CRM using Pabbly Connect. By following these steps, you can automate the process of adding new users from U-Chat as contacts in Zoho CRM, enhancing your workflow efficiency.