How to Add SendFox Subscribers to Zoho CRM Using Pabbly Connect

Learn how to integrate SendFox with Zoho CRM using Pabbly Connect in this step-by-step tutorial. Automate your email marketing and CRM processes effortlessly! Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To start adding SendFox subscribers to Zoho CRM, first log into your Pabbly Connect account. This powerful integration tool allows you to automate workflows between different applications seamlessly. If you don’t have an account, you can easily create one and access 100 free automation tasks each month.

After logging in, navigate to the dashboard of Pabbly Connect. Here, you will create a new workflow to facilitate the integration. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘SendFox to Zoho CRM Automation’. Then, click the ‘Create’ button to proceed.

2. Setting Up the SendFox Trigger in Pabbly Connect

In this step, you will configure the trigger for your workflow. Select SendFox as the trigger application in Pabbly Connect. The event that will trigger this workflow is ‘New Contact’. This means whenever a new subscriber is added in SendFox, it will activate the workflow.

After selecting the trigger, click on ‘Connect’ and then choose ‘Add New Connection’. You will need to provide a personal access token from your SendFox account. To find this token, go to the SendFox dashboard, click on the settings icon, and navigate to the API tab. Create a new personal access token, name it (for instance, ‘Zoho’), and copy the token to paste it back into Pabbly Connect.

• Log in to SendFox and access settings.
• Navigate to the API tab and create a new token.
• Copy the token and paste it into Pabbly Connect.

Once you have pasted the token, click on ‘Save and Send Test Request’. This will fetch the details of the most recent subscriber added in SendFox, ensuring that the trigger is working correctly.

3. Configuring the Action in Zoho CRM via Pabbly Connect

Next, you will set up the action that occurs in Zoho CRM when a new contact is added in SendFox. In Pabbly Connect, search for Zoho CRM as the action application. The action event to select is ‘Create Contact’. This action will create a new contact in Zoho CRM based on the details fetched from SendFox.

Click on ‘Connect’ and select ‘Add New Connection’. Here, you will need to provide the domain of your Zoho account. For example, if your Zoho CRM URL is ‘crm.zoho.com’, you will enter ‘zoho.com’ in the field provided. After entering the domain, click ‘Save’. You will then be prompted to authorize Pabbly Connect to access your Zoho account.

• Select Zoho CRM and the action event ‘Create Contact’.
• Enter your Zoho domain and authorize Pabbly Connect.
• Map the required fields such as first name, last name, and email.

After successful authorization, you can now map the data fields from SendFox to Zoho CRM. This includes mapping the first name, last name, and email of the new contact. Once everything is set up, click ‘Save and Send Test Request’ to create the contact in Zoho CRM.

4. Testing the Integration Between SendFox and Zoho CRM

Now that you have configured both the trigger and action, it’s time to test the integration. Click on ‘Save and Send Test Request’ in Pabbly Connect. This action will attempt to create a contact in Zoho CRM using the details fetched from SendFox.

Upon successful execution, you will receive a response indicating that the contact was created successfully. You can verify this by refreshing your Zoho CRM contact list, where you should see the newly added contact. This confirms that your integration is working correctly and that any new contact added in SendFox will automatically appear in Zoho CRM.

Conclusion

In this tutorial, we demonstrated how to integrate SendFox with Zoho CRM using Pabbly Connect. By following the steps outlined, you can automate the process of adding new subscribers from SendFox to your Zoho CRM effortlessly. This integration not only saves time but also enhances your email marketing and customer relationship management.

Setting up this automation is straightforward and requires no coding skills, making it accessible for everyone. Start using Pabbly Connect today to streamline your workflows and improve productivity!