How to Create Deals in Zoho CRM Automatically for Website Form Leads Using Pabbly Connect

Learn how to automate deal creation in Zoho CRM for website form leads using Pabbly Connect with this detailed step-by-step tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create deals in Zoho CRM automatically for website form leads, the first step is to access Pabbly Connect. You can do this by visiting the Pabbly Connect website at pave.com/connect. Here, you can either sign up for a free account or sign in if you already have one.

Once logged in, you will be directed to the Pabbly Connect dashboard. This platform allows you to integrate various applications seamlessly. For this tutorial, we will focus on integrating Zoho CRM with landing forms using Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button. You will be prompted to choose between the beta and classic workflow builders. For this integration, select the beta builder for a more modern experience.

• Click on the ‘Create Workflow’ button.
• Select the beta workflow builder.
• Name your workflow (e.g., ‘Create Zoho CRM Deal for Website Form Leads’).

Once your workflow is created, you will need to set a trigger. This trigger will be the event that starts the automation process. In this case, it will be a new lead submission from your website form.

3. Setting Up the Trigger for New Leads

To set up the trigger in Pabbly Connect, select the app that will initiate the workflow. In this scenario, choose the landing form app and set the event to ‘New Lead’. After selecting the trigger app, click the ‘Connect’ button.

You will receive a webhook URL from Pabbly Connect. This URL must be pasted into your landing form settings to establish a connection. Go to your landing form account, edit the form, and navigate to the integration settings to add the webhook URL.

4. Setting Up the Action Step in Zoho CRM

After successfully setting the trigger, the next step involves configuring the action step in Zoho CRM. In Pabbly Connect, click on the ‘Add New Action Step’ button and select Zoho CRM as the action app. Choose the action event as ‘Create Deal’.

To connect to Zoho CRM, you will need to enter your domain (e.g., zoho.com) and authorize Pabbly Connect to access your Zoho account. Once connected, you will map the fields from the landing form to the corresponding fields in Zoho CRM, ensuring that the information is transferred accurately.

• Select ‘Create Deal’ as the action event.
• Map the lead details such as name and email from the landing form.
• Set the closing date and any other required fields.

After mapping the fields, save the configuration and send a test request to ensure everything is set up correctly. If successful, a new deal will be created in Zoho CRM with the lead details from the landing form.

5. Finalizing the Automation Process

Once the action step is set, you can finalize your automation in Pabbly Connect. Test the entire workflow by submitting a new lead through your landing form. This will trigger the webhook and create a deal in Zoho CRM.

To verify, log into your Zoho CRM account and navigate to the deals section. Refresh the page to see if the new deal appears with the details you submitted. This confirms that your automation is working correctly and that Pabbly Connect has successfully integrated the two applications.

By following these steps, you can automate the process of creating deals in Zoho CRM for website form leads, enhancing your business efficiency.

Conclusion

In conclusion, using Pabbly Connect to automate deal creation in Zoho CRM for website form leads streamlines your workflow. This integration not only saves time but also ensures accurate data transfer, allowing you to focus on growing your business.