Integrate Zoho CRM with Flawless Using Pabbly Connect

Learn how to automate the integration of Zoho CRM leads to Flawless using Pabbly Connect. Follow our step-by-step tutorial for seamless automation. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin with Pabbly Connect, simply navigate to the official website. Once there, you will see options to sign in or sign up for free. If you are new, click on ‘Sign up for free’ to create an account and enjoy 300 free tasks. using Pabbly Connect

As an existing user, click on ‘Sign in’. After signing in, select the ‘Access Now’ option to reach your dashboard. Here, you can view all your workflows. To create a new workflow, click on the ‘Create Workflow’ button located at the top right corner.

2. Creating a New Workflow in Pabbly Connect

After clicking ‘Create Workflow’, a prompt will appear asking for a suitable name. Name your workflow as ‘Zoho CRM to Flawless’. Once named, click on ‘Create’ to proceed. This setup will allow you to automate the process of adding leads from Zoho CRM to Flawless. using Pabbly Connect

• Select Zoho CRM as the trigger application.
• Choose ‘New Module Entry Instant’ as the trigger event.
• Click on ‘Connect’ to establish a connection.

Next, you will be prompted to add a new connection. Click ‘Add New Connection’ and then ‘Connect with Zoho CRM’. You will need to input your domain, which can be found in your Zoho CRM account. Copy your domain (e.g., zoho.com) and paste it into the provided field. Click ‘Save’ and then ‘Accept’ to authorize Pabbly Connect to access your data.

3. Creating Leads in Zoho CRM

Now that your Pabbly Connect workflow is ready, the next step is to create a lead in Zoho CRM. Navigate to the lead section of your Zoho CRM account and select the ‘Create Lead’ option. Fill in the necessary lead details such as first name, last name, phone number, company name, and email. using Pabbly Connect

After entering the details, click on ‘Save’. This action will create a new lead in Zoho CRM. Next, return to Pabbly Connect to check if the response has been received. You should see the details of the lead you just created, confirming that the integration is working properly.

4. Integrating with Flawless

With the lead successfully created in Zoho CRM, it’s time to set up the action step in Pabbly Connect to add this lead as a subscriber in Flawless. Select Flawless as your action application and choose the ‘Create or Update Subscriber’ action event. using Pabbly Connect

• Click ‘Connect’ to establish a connection with Flawless.
• Log in using your Flawless account credentials.
• Authorize Pabbly Connect to access your Flawless account.

Once connected, map the lead details from Zoho CRM to Flawless. You will enter the email, first name, last name, phone number, and company name. After mapping all the fields, click ‘Save and Send Test Request’ to finalize the setup. You should see a successful status indicating that the subscriber has been created in Flawless.

5. Summary of the Integration Process

In this tutorial, we successfully integrated Zoho CRM with Flawless using Pabbly Connect. We started by creating a workflow that triggers whenever a new lead is added in Zoho CRM. This lead is then automatically added as a subscriber in Flawless with the same details.

This automation not only saves time but also ensures that your lead data is consistently updated across platforms. By following the steps outlined, you can easily replicate this integration for your own business needs.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the integration of Zoho CRM and Flawless. This process enhances efficiency by ensuring new leads are automatically added as subscribers, streamlining your workflow.