Learn how to automate the creation of Zoho Inventory contacts from new Google Contacts using Pabbly Connect. Step-by-step guide with specific actions and UI elements.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for Google Contacts and Zoho Inventory Integration
To create Zoho Inventory contacts from new Google Contacts, you will use Pabbly Connect. First, sign in to your Pabbly Connect account to access the dashboard.
Once logged in, click on the big blue button labeled ‘Create Workflow’. In the provided field, name your workflow, for example, ‘Create Contacts in Zoho Inventory from Google Contacts’. Click on ‘Create’ to initiate your workflow.
2. Configuring the Trigger Application: Google Contacts
In your Pabbly Connect workflow, the first step is to set up the trigger, which will be Google Contacts. Select Google Contacts as the trigger application and choose the trigger event as ‘New or Updated Contact’. using Pabbly Connect
- Connect your Google account by clicking on ‘Add New Connection’.
- Authorize Pabbly Connect to access your Google Contacts.
- After authorization, click on ‘Save & Send Test Request’.
Now, go back to Google Contacts and create a new contact to test whether Pabbly Connect captures the response correctly. After creating a contact, return to Pabbly Connect to verify that the response is received successfully.
3. Setting Up the Action Application: Zoho Inventory
After successfully setting up the trigger, the next step is to configure the action application, which is Zoho Inventory. Select Zoho Inventory as the action application and choose the action event as ‘Create a Contact’. using Pabbly Connect
- Click on ‘Add New Connection’ to connect to your Zoho Inventory account.
- Enter your Zoho domain (e.g., zoho.com) and click on ‘Save’.
- Authorize Pabbly Connect to access your Zoho Inventory.
Once connected, you will need to map the fields from the Google Contacts response to the corresponding fields in Zoho Inventory. This ensures that the contact information is accurately transferred.
4. Mapping Fields from Google Contacts to Zoho Inventory
In this step, you will map the fields from the Google Contacts response to the Zoho Inventory fields. Select the organization name from the drop-down menu and ensure it matches your Zoho Inventory account. using Pabbly Connect
For each field in Zoho Inventory, click on the empty field and choose the corresponding data from the previous step’s response. This includes the contact’s first name, last name, email address, and phone number. Make sure to enter the details correctly to ensure a successful contact creation.
5. Testing the Integration and Finalizing the Workflow
After mapping all the necessary fields, click on ‘Save & Send Test Request’ to check if the contact is successfully created in Zoho Inventory. You should receive a response confirming that the contact has been added. using Pabbly Connect
Finally, go back to your Zoho Inventory to verify that the contact appears in your list. If everything is set up correctly, the new contact should be visible with all the details you entered.
Conclusion
In this tutorial, we have demonstrated how to create Zoho Inventory contacts from new Google Contacts using Pabbly Connect. This integration allows for seamless automation, ensuring that your contacts are consistently updated across platforms. By following the steps outlined, you can efficiently manage your contacts without manual entry.
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