BigCommerce to Zoho CRM — Automate Your Entire Sales Pipeline!

Learn how to automate your sales pipeline by integrating BigCommerce with Zoho CRM using Pabbly Connect. Follow our detailed step-by-step tutorial for seamless automation. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin automating your sales pipeline, first access Pabbly Connect by visiting pabby.com in your browser. This platform allows for seamless integration between BigCommerce and Zoho CRM, enabling you to automate workflows without any coding skills.

Once on the Pabbly website, click on the ‘Sign In’ button if you are an existing user, or select ‘Sign Up for Free’ to create a new account and receive 100 tasks free each month. After logging in, navigate to the Pabbly Connect dashboard to start creating your workflow.

2. Creating Your Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on ‘Create Workflow’ to begin setting up your automation. Choose the new beta workflow builder for a modern experience. Name your workflow ‘BigCommerce to Zoho CRM Automate Your Entire Sales Pipeline’ and select your desired folder for organization. using Pabbly Connect

• Click on the ‘+’ icon to create a new folder if needed.
• Select the ‘New Beta’ option for a faster workflow setup.
• Complete the naming and folder selection process before clicking ‘Create.’

Your workflow is now created successfully. The next step is to set up your trigger application, which will initiate the workflow whenever a new order is received in BigCommerce.

3. Setting Up BigCommerce as the Trigger Application

In this step, select BigCommerce as your trigger application in Pabbly Connect. Choose the trigger event labeled ‘New Order Created’ to activate the workflow whenever a new order is placed in your BigCommerce store.

If you do not have an existing connection, click on ‘Add New Connection’ and enter your BigCommerce credentials including the store hash key, client ID, and access token. These credentials can be obtained by logging into your BigCommerce account and creating an API account in the advanced settings.

• Navigate to ‘Advanced Settings’ in your BigCommerce account.
• Create a new API account and select the appropriate scopes.
• Copy the client ID, access token, and store hash key to connect with Pabbly Connect.

After saving the connection, test it by clicking on ‘Save and Send Test Request’ to ensure that the integration is functioning correctly.

4. Retrieving Order Details from BigCommerce

Once the trigger is set, the next step is to retrieve the order details from BigCommerce using Pabbly Connect. Add a new action step and select BigCommerce again, this time choosing ‘Get Order by ID’ as your action event.

For the order ID, utilize the mapping feature to dynamically pull the order ID from the previous response instead of entering it manually. This ensures that each new order is processed automatically with the correct details.

After mapping the order ID, click on ‘Save and Send Test Request’ to fetch the order details. You should now see the customer information and order specifics displayed in Pabbly Connect, ready for the next step in your automation.

5. Creating a Contact in Zoho CRM

The final step involves creating a contact in Zoho CRM based on the order details retrieved from BigCommerce. In Pabbly Connect, add another action step and search for Zoho CRM, then select ‘Insert Update Record with Sub Form Data’ as your action event.

To connect to Zoho CRM, enter your domain URL and grant the necessary permissions for Pabbly Connect to access your CRM data. You will then map the retrieved customer details such as first name, last name, and email address into the corresponding fields in Zoho CRM.

Map the first name, last name, and email address from the retrieved order details. Ensure that all required fields are filled in correctly to create the contact. Click on ‘Save and Send Test Request’ to finalize the contact creation.

After successfully creating the contact, refresh your Zoho CRM page to verify that the new contact has been added. This completes your automation between BigCommerce and Zoho CRM using Pabbly Connect.

Conclusion

By following this tutorial, you can effectively automate your sales pipeline by integrating BigCommerce with Zoho CRM using Pabbly Connect. This integration streamlines your workflow, saving you time and ensuring that customer data is accurately captured in your CRM.