Integrate Zoho CRM with MailerLite Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Zoho CRM with MailerLite using Pabbly Connect. This step-by-step tutorial covers setup, API usage, and automation processes. 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 start using Pabbly Connect, navigate to the Pabbly Connect dashboard. You can sign in if you’re an existing user or create a new account in just a few minutes. Upon signing up, you will receive 100 free tasks to get started.

Once on the dashboard, locate the ‘Create Workflow’ button on the right side. Click it to initiate your integration process. You will be prompted to name your workflow, so you can enter something descriptive like ‘Send Zoho CRM Lead to MailerLite’ and click on ‘Create’ to proceed.

2. Setting Up Zoho CRM as a Trigger in Pabbly Connect

In this section, we will set up Zoho CRM as the trigger application in Pabbly Connect. Click on the Zoho CRM option and select the trigger event, which will be ‘New Module Entry’. This event will activate whenever a new lead is created in Zoho CRM.

• Click on ‘Connect’ to establish a connection with Zoho CRM.
• Select ‘Add New Connection’ and enter your Zoho CRM domain, typically ‘zoho.com’.
• Authorize the connection by clicking ‘Accept’ when prompted.

After setting up the connection, you will need to specify the module name. Choose ‘Leads’ as the module to capture the new lead information. Click on ‘Save and Send Test Request’ to test the connection and ensure everything is working correctly.

3. Creating a Subscriber in MailerLite Using API

Now that we have set up Zoho CRM as a trigger, the next step in Pabbly Connect is to create a subscriber in MailerLite using the API. For this, select the API by Pabbly as your action application.

Choose the action event as ‘Post’ to add a new subscriber. You will need to enter the endpoint URL for MailerLite. This can be found in the MailerLite API documentation under the ‘Create and Update Subscriber’ section. Copy the endpoint URL and paste it into Pabbly Connect.

• Set the payload type to JSON, as this is the required format for MailerLite.
• Select ‘No’ for the option to wrap the request in an array.
• Use Bearer Token for authentication and paste the generated API token from your MailerLite account.

Next, you will need to configure the parameters for the subscriber, including the email address. Map the email address from the previous step to ensure new leads are added correctly. After setting everything up, click on ‘Save and Send Test Request’ to verify the subscriber is created in MailerLite.

4. Testing the Integration Between Zoho CRM and MailerLite

With the setup complete in Pabbly Connect, it’s time to test the integration. Go back to your Zoho CRM account and create a new lead using the form you previously set up. Fill in the necessary details, such as the first name, last name, email address, and company name, and submit the form.

Once the form is submitted, return to Pabbly Connect and check the response from the test request. You should see the lead details displayed, confirming that the integration is functioning correctly. Now, check your MailerLite account to ensure the new subscriber has been added successfully.

Verify that the subscriber’s status is set to active in MailerLite. Test with additional leads to ensure the integration works consistently.

By following these steps, you can automate the process of adding new leads from Zoho CRM to MailerLite using Pabbly Connect.

5. Conclusion: Automate Your Workflow with Pabbly Connect

In this tutorial, we demonstrated how to integrate Zoho CRM with MailerLite using Pabbly Connect. By setting up triggers and actions, you can automate the process of adding new leads as subscribers, saving time and improving efficiency.

Utilizing Pabbly Connect allows you to connect applications seamlessly, even when native integrations are not available. With just a few steps, you can enhance your marketing efforts and streamline your workflow.