Integrating TradeIndia Leads to Zoho Bigin with Pabbly Connect

Learn how to automate adding TradeIndia leads to Zoho Bigin using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating TradeIndia leads with Zoho Bigin, first access Pabbly Connect. Open a new browser tab and search for Pabbly Connect. You will find options to sign in or sign up for a free account.

If you are new, click on the ‘Sign Up Free’ button to create your account. For existing users, simply sign in to your account. After logging in, navigate to the ‘All Apps’ page and click on ‘Access Now’ under Pabbly Connect to reach the dashboard.

2. Creating an Automation Workflow in Pabbly Connect

Once you are on the Pabbly Connect dashboard, the next step is to create an automation workflow. Click on the ‘Create Workflow’ button and name it according to your preference, such as ‘TradeIndia to Zoho Bigin’.

This automation consists of two main parts: the trigger and the action. The trigger will capture new leads from TradeIndia, while the action will add these leads as contacts in Zoho Bigin. Make sure to set up these components correctly for seamless integration.

• Click on ‘Create Workflow’.
• Name your workflow (e.g., ‘TradeIndia to Zoho Bigin’).
• Understand the trigger and action setup.

After naming your workflow, you will see two windows: the trigger window and the action window. This setup allows you to define the automation process effectively using Pabbly Connect.

3. Setting Up the Trigger for TradeIndia

In the trigger window, select TradeIndia as the trigger application and choose ‘Capture Leads’ as the trigger event. Click on ‘Connect’ to establish a connection with your TradeIndia account through Pabbly Connect.

To connect, select ‘Add New Connection’ and enter the required details: User ID, Profile ID, and Key. You can find these details in your TradeIndia account under the ‘My Inquiry API’ section. Copy and paste the information into Pabbly Connect and click on ‘Save’.

• Select TradeIndia as the trigger application.
• Choose ‘Capture Leads’ as the trigger event.
• Enter User ID, Profile ID, and Key from TradeIndia.

After saving the connection, click on ‘Save and Send Test Request’ to receive the latest lead details from TradeIndia. This step confirms that your trigger setup is functioning correctly within Pabbly Connect.

4. Adding Zoho Bigin as an Action in Pabbly Connect

Now that the trigger is set up, scroll down to the action window and select Zoho Bigin as the action application. Choose ‘Create Contact’ as the action event and click on ‘Connect’.

To connect your Zoho Bigin account, click on the ‘Connect with Zoho Bigin’ button. You will need to enter your Zoho domain, which you can find in the URL of your Zoho account. Once you enter the domain, click on ‘Save’ and accept the connection prompt that appears.

Select Zoho Bigin as the action application. Choose ‘Create Contact’ as the action event. Enter your Zoho domain and click on ‘Save’.

After connecting, fill in the required fields for the new contact, including the owner, first name, last name, and other details mapped from the TradeIndia lead. This process utilizes Pabbly Connect to ensure that all data is transferred accurately to Zoho Bigin.

5. Finalizing the Integration and Testing

After mapping all necessary details from the TradeIndia lead to the Zoho Bigin contact fields, click on ‘Save and Send Test Request’ to finalize the integration. This action will confirm whether the lead has been successfully added as a contact in Zoho Bigin.

Once you receive a positive response, log into your Zoho Bigin account and navigate to the contacts section to verify that the lead details are present. This final check ensures that the integration via Pabbly Connect has been successfully completed.

Click on ‘Save and Send Test Request’. Verify the lead in your Zoho Bigin account. Confirm successful integration via Pabbly Connect.

With this integration, any new lead captured in TradeIndia will automatically be added as a contact in Zoho Bigin, streamlining your lead management process using Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to automate the process of adding TradeIndia leads to Zoho Bigin using Pabbly Connect. By following these steps, you can enhance your CRM efficiency and ensure that all inquiries are promptly managed.