Integrating India M Leads to Zoho CRM with Pabbly Connect

Learn how to automate the integration of India M leads into Zoho CRM using Pabbly Connect with this detailed step-by-step tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating India M leads into Zoho CRM, you need to access Pabbly Connect. Open your browser and search for Pabbly Connect to reach its landing page.

If you don’t have an account, click on the ‘Sign Up for Free’ button, which takes only two minutes. This will give you access to 100 tasks for free every month. If you already have an account, simply sign in to proceed.

2. Creating a Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, you will see the dashboard. Click on the ‘Create Workflow’ button to start setting up your automation.

• Name your workflow based on your objective, such as ‘Add India M Leads to Zoho CRM’.
• Select the appropriate folder to store your workflow.
• Click on ‘Create’ to proceed to the workflow configuration.

After clicking ‘Create’, you’ll be directed to a window with two sections: Trigger and Action. These are essential for your workflow’s functionality.

3. Setting Up the Trigger for India M

In this step, you will configure the trigger for your workflow using Pabbly Connect. Search for the application ‘India M’ in the trigger section.

Select the trigger event as ‘New Leads’. This event will be activated whenever you receive a new inquiry through India M, allowing you to automatically create a lead in Zoho CRM.

• Copy the Webhook URL provided by Pabbly Connect.
• Navigate to your India M account and go to the Lead Manager.
• Use the Push API feature to integrate with Pabbly Connect using the copied Webhook URL.

This setup allows India M to send lead data to Pabbly Connect whenever a new inquiry is generated, ensuring seamless data flow into Zoho CRM.

4. Connecting Zoho CRM as an Action Step

After setting up the trigger, the next step is to configure the action using Pabbly Connect. Search for ‘Zoho CRM’ in the action section.

Select the action event as ‘Insert/Update Record’ to create or update lead records in Zoho CRM. Connect your Zoho CRM account by entering your domain and granting the necessary permissions.

Map the required fields from the India M inquiry to the corresponding fields in Zoho CRM. Ensure that the company name, sender details, and inquiry message are correctly mapped. Click on ‘Save and Send Test’ to verify the integration.

This action will take the inquiry details from India M and create a new lead in Zoho CRM, streamlining your lead management process.

5. Testing the Integration Workflow

Once everything is set up, it’s time to test the integration using Pabbly Connect. Generate a test inquiry in your India M account to simulate receiving a new lead.

After generating the test inquiry, return to Pabbly Connect to check if the data has been received. If successful, you will see the details of the inquiry displayed in Pabbly Connect.

Finally, check your Zoho CRM to confirm that the new lead has been created with all the mapped details from the inquiry. This confirms that your integration is functioning as intended.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate India M leads into Zoho CRM. By following the outlined steps, you can automate your lead management process efficiently, saving time and reducing errors.

Utilizing Pabbly Connect for this integration not only enhances your workflow but also ensures timely responses to customer inquiries, ultimately leading to improved sales efficiency.