Automate Zoho Bigin Contact Creation from Sulekha Leads Using Pabbly Connect

Learn how to automate the creation of Zoho Bigin contacts from Sulekha leads using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Automation

Pabbly Connect is an automation platform that enables seamless integration between various applications, including Sulekha and Zoho Bigin. In this tutorial, we will explore how to create a Zoho Bigin contact from a Sulekha lead using Pabbly Connect.

To get started, you need to sign up for a free account on Pabbly Connect. This process is quick and can be completed in just a few minutes. Once your account is set up, you can begin creating automation workflows to streamline your business processes.

2. Setting Up Your Pabbly Connect Workflow

After logging into your Pabbly Connect account, you will need to create a new workflow for integrating Sulekha with Zoho Bigin. This workflow will automate the process of transferring lead information from Sulekha to Zoho Bigin contacts. using Pabbly Connect

To set up the workflow, follow these steps:

• Click on ‘Create Workflow’ in your Pabbly Connect dashboard.
• Name your workflow, for example, ‘Sulekha to Zoho Bigin’.
• Select Sulekha as the trigger application.
• Choose ‘New Lead’ as the trigger event.

Once you have set up the trigger, Pabbly Connect will provide you with a unique webhook URL. This URL needs to be added to your Sulekha account to enable data transfer.

3. Connecting Sulekha to Pabbly Connect

To connect Sulekha to Pabbly Connect, you will need to share the webhook URL generated by Pabbly with your Sulekha account manager. They will add this URL to your Sulekha account settings, enabling Sulekha to send lead data to Pabbly Connect. using Pabbly Connect

After the webhook is set up, every time a new lead is captured in Sulekha, the details will be sent to Pabbly Connect. You can then view the lead information in your Pabbly Connect dashboard, confirming that the integration is working properly.

4. Adding the Zoho Bigin Action Step

With the Sulekha trigger established, the next step is to add an action for Zoho Bigin. In Pabbly Connect, you will select Zoho Bigin as the action application and choose ‘Create Contact’ as the action event. using Pabbly Connect

To complete this step, you will need to connect your Zoho Bigin account with Pabbly Connect. Here’s how:

• Click on ‘Connect’ and select ‘Add New Connection’.
• Enter your Zoho domain, which can be found in the URL of your Zoho Bigin account.
• Authorize the connection by clicking ‘Accept’ in the pop-up window.

Once connected, you can start mapping the lead data received from Sulekha into Zoho Bigin contact fields.

5. Mapping Lead Data to Zoho Bigin

After connecting Zoho Bigin, you will need to map the lead data from Sulekha to the corresponding fields in Zoho Bigin. This includes the lead’s first name, last name, phone number, and any other relevant details. using Pabbly Connect

To map the data, follow these steps:

Select the owner of the contact from the dropdown menu. Map the first and last name by splitting the full name using the Text Formatter feature in Pabbly Connect. Map the mobile number and any other available fields such as city and description.

After mapping all the necessary fields, click on ‘Save and Send Test Request’ to ensure that the contact is successfully created in Zoho Bigin.

Conclusion

By following this tutorial, you can easily automate the process of creating Zoho Bigin contacts from Sulekha leads using Pabbly Connect. This integration not only saves time but also ensures that your lead data is accurately captured and managed in your CRM system.