How to Automatically Add Zoho CRM Contacts to Fresh Proposals Using Pabbly Connect

Learn to use Pabbly Connect to automate the process of adding Zoho CRM contacts to Fresh Proposals seamlessly. Follow our detailed tutorial for step-by-step guidance.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start with the integration of Zoho CRM and Fresh Proposals, you need to access Pabbly Connect. First, visit the Pabbly website and sign up for a free account if you haven’t already. Signing up gives you access to free tasks each month.

After signing up, log into your Pabbly Connect account. Once inside, look for the ‘Create Workflow’ button located at the top right corner. Click on it to initiate creating a new workflow for integrating Zoho CRM with Fresh Proposals.

2. Setting Up the Workflow in Pabbly Connect

In the workflow setup, you will be prompted to name your workflow. Enter a name like ‘Zoho CRM to Fresh Proposals’. This helps in identifying your workflow easily later. The next step involves choosing a trigger application. using Pabbly Connect

• Select ‘Zoho CRM’ as the trigger application.
• Choose the trigger event as ‘New Module Entry’.
• Connect your Zoho CRM account by providing your domain name (e.g., zoho.com).

After connecting, Pabbly Connect will fetch the available modules from your Zoho CRM. Select the ‘Contacts’ module to proceed. Click on ‘Save’ and then send a test request to verify the connection.

3. Testing the Integration with Dummy Data

To ensure that your integration is working correctly, you need to add a dummy contact in Zoho CRM. Fill out a contact form with details such as first name, last name, email, company name, and mobile number. For testing purposes, you can use names like ‘Demo’ and ‘Dummy’. using Pabbly Connect

Once you submit the form, return to Pabbly Connect to check if it captured the response. You should see the details of the dummy contact you just created, confirming that the integration is functioning as intended.

4. Adding Fresh Proposals as an Action Step

Now that you have confirmed the trigger from Zoho CRM, it’s time to set up the action in Fresh Proposals. In Pabbly Connect, select ‘Fresh Proposals’ as the action application. Choose the action event as ‘Create Client’. using Pabbly Connect

• Connect your Fresh Proposals account by entering the API key, which you can find in the Integrations section of your Fresh Proposals dashboard.
• Map the necessary fields from the Zoho CRM response to Fresh Proposals, such as first name, last name, email, and company name.
• Click on ‘Save’ and send a test request to verify that the client is created in Fresh Proposals.

After mapping the fields, Pabbly Connect will automatically create the client in Fresh Proposals whenever a new contact is added in Zoho CRM.

5. Verifying the Setup in Fresh Proposals

To finalize the integration, navigate to your Fresh Proposals account and check the clients section. You should see the newly created client with the details you provided earlier. This confirms that the integration between Zoho CRM and Fresh Proposals via Pabbly Connect is successful.

Any future contacts added to Zoho CRM will automatically reflect in Fresh Proposals, streamlining your workflow and eliminating manual data entry.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of adding Zoho CRM contacts to Fresh Proposals. By following these steps, you can efficiently manage your contacts without manual intervention, enhancing your productivity.