Integrating Zoho CRM and Google Sheets with Pabbly Connect: A Detailed Tutorial

Learn how to use Pabbly Connect to automate the integration of Zoho CRM and Google Sheets using webhooks. Step-by-step guide included. 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 begin the integration process, you need to access Pabbly Connect. This platform allows you to automate workflows between various applications seamlessly. Once logged in, you will be directed to the dashboard where you can create new workflows.

To get started, click the blue button labeled ‘Create Workflow’. Here, you will provide a name for your workflow, for example, ‘Create Zoho CRM Contact from Webhook Response’. After naming your workflow, click on ‘Create’ to proceed to the next step.

2. Setting Up Webhook in Pabbly Connect

In this section, you will set up a webhook using Pabbly Connect. The webhook serves as a trigger that allows data to be sent from another application, such as Jotform, to Zoho CRM. In the workflow dashboard, you will find two boxes for trigger and action.

• Select ‘Webhook’ as the trigger application.
• Copy the generated webhook URL provided by Pabbly Connect.
• Paste this URL into the Jotform integration settings.

Once the webhook URL is successfully pasted into Jotform, it will start listening for incoming data. This setup allows you to automatically capture user details submitted through your Jotform forms.

3. Creating a Contact in Zoho CRM

After setting up the webhook, the next step is to create a contact in Zoho CRM using Pabbly Connect. You will need to add a new action in your workflow. Search for Zoho CRM in the action applications list and select it.

Choose the action event as ‘Create Contact’. You will be prompted to connect your Zoho CRM account to Pabbly Connect. Provide the required access and specify your domain (e.g., zoho.in) to establish the connection.

• Map the fields from the webhook response to the required fields in Zoho CRM.
• Use the mapping feature to ensure that data is dynamically filled in based on the incoming webhook data.

Once all fields are mapped, click on ‘Save and Send Test Request’. If successful, a new contact will be created in Zoho CRM automatically.

4. Adding Data to Google Sheets

Now that you have successfully created a contact in Zoho CRM, the next step is to add the same data to Google Sheets using Pabbly Connect. This allows you to maintain a record of all applicants in a spreadsheet format.

To do this, add another action step in your workflow and select Google Sheets. Choose the action event as ‘Add New Row’. Connect your Google Sheets account to Pabbly Connect and select the spreadsheet where you want to store the data.

Map the fields from the webhook response to the corresponding columns in your Google Sheets. Ensure that all relevant details such as first name, last name, email, and phone number are included.

After mapping the fields, click on ‘Save and Send Test Request’. Check your Google Sheets to confirm that the new row has been added with the correct information.

5. Conclusion

In this tutorial, we explored how to use Pabbly Connect for integrating Zoho CRM and Google Sheets through webhooks. By following these steps, you can automate the process of creating contacts and maintaining records efficiently. This integration not only saves time but also reduces manual errors, making your workflow more streamlined.

Utilizing Pabbly Connect allows you to connect various applications seamlessly, enhancing your productivity and automating tasks effectively. Start integrating today for a more efficient workflow!