How to Send Mutual Fund Leads to Zoho CRM Automatically Using Pabbly Connect

Learn how to automatically send mutual fund leads to Zoho CRM using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To send mutual fund leads to Zoho CRM automatically, you will first need to access Pabbly Connect. If you are an existing user, simply log in to your Pabbly Connect account and open the workflow builder. New users can visit the Pabbly Connect landing page using the URL provided in the description box below, where you can sign up for free and get hundreds of tasks every month.

Once logged in, navigate to the workflow builder, which is crucial for setting up your automation. In this interface, you will define triggers and actions. A trigger signifies when an event occurs, while actions represent the tasks that follow. This setup allows you to automate the process of capturing mutual fund leads effortlessly.

2. Setting Up the Trigger to Capture Leads

Now that you have accessed Pabbly Connect, the next step is to set up a trigger for capturing mutual fund leads. Click on the ‘Add Trigger’ button and select the application from which you will collect leads. For this tutorial, we will use Justile as the trigger application. Choose ‘New Leads’ as the event and click on connect.

• Search for Justile as the trigger application.
• Select ‘New Leads’ as the event.
• Click on connect to generate the webhook URL.

After connecting, you will receive a webhook URL. This URL is essential for the automation process. You need to copy this URL and integrate it into your Justile account. Since Justile does not allow direct URL entry from the user interface, you must contact your account manager to add this webhook URL for you. Once configured, you will start receiving lead details automatically.

3. Capturing Lead Details from Justile

Once the webhook URL is correctly set up in Justile, Pabbly Connect will capture lead details as webhook responses. This step confirms that your integration is functioning properly. You should see the lead information such as first name, last name, phone number, email, and area populated in Pabbly Connect.

After capturing the lead details, it’s time to add this information into Zoho CRM. To do this, close the trigger setup and click on ‘Add New Action Step’. Search for Zoho CRM as the action application and select it. Choose ‘Create Contact’ as the event and connect your Zoho CRM account.

4. Mapping Lead Details to Zoho CRM

In this section, you will use Pabbly Connect to map the lead details to Zoho CRM. After connecting to Zoho CRM, you will be prompted to enter your domain. To find your domain, log into your Zoho CRM account and copy the URL. Make sure to remove everything before ‘zoho.’ from the URL and click save.

• Enter your domain by cleaning the URL from Zoho CRM.
• Map the lead source to ‘Advertisement’ or your preferred source.
• Map the first name, last name, phone, and email fields accordingly.

After mapping all the required fields, click on ‘Save and Send Test Request’. You should receive a positive response indicating that a new contact has been successfully created in Zoho CRM. This confirms that the integration is working as intended.

5. Verifying the Integration in Zoho CRM

Now that you have mapped the lead details, it’s time to verify the integration. Open your Zoho CRM account and refresh your contact list. You should see the newly created contact with the details you captured from Justile. This indicates that the automation is functioning correctly, and new leads will be added automatically in the future.

With Pabbly Connect, you can ensure that every new lead captured through Justile is seamlessly integrated into your Zoho CRM without manual intervention. This process not only saves time but also enhances your lead management efficiency.

Conclusion

In this tutorial, we demonstrated how to send mutual fund leads to Zoho CRM automatically using Pabbly Connect. By following the steps outlined, you can streamline your lead management process and ensure that every new lead is captured efficiently.

Utilizing Pabbly Connect for this integration allows you to focus on growing your business while automating repetitive tasks. Try this setup for your own business and experience the benefits of automation today!