Add Leads to Zoho CRM in Minutes (Automatic & No-Code)

Learn how to automate lead addition to Zoho CRM using Pabbly Connect in this detailed step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate lead addition to Zoho CRM, you first need to access Pabbly Connect. Start by visiting the Pabbly website and navigating to the Pabbly Connect page.

Click on the ‘Sign Up Free’ button if you are a new user, or ‘Sign In’ if you already have an account. After signing in, you will be directed to your Pabbly apps window where you can access Pabbly Connect by clicking on ‘Access Now’.

2. Creating a New Workflow in Pabbly Connect

Once inside Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button to begin. You will be prompted to choose between the new beta and classic versions; select the beta version for a more modern experience.

• Click on ‘Create Workflow’.
• Name your workflow, for example, ‘Add Leads to Zoho CRM in Minutes’.
• Choose a folder for your workflow, such as ‘Contacts’.

After naming your workflow and selecting the folder, click on the ‘Create’ button to finalize the setup of your new workflow.

3. Setting Up the Trigger in Pabbly Connect

In this section, you will set up the trigger that initiates the workflow in Pabbly Connect. Select ‘Google Ads’ as your trigger application and choose ‘New Lead Form Entry’ as the event.

Upon clicking ‘Connect’, a webhook URL will be generated. Copy this URL as you will need to paste it into your Google Ads account to connect it with Pabbly Connect.

• Log into your Google Ads account.
• Navigate to your lead form settings and find the webhook integration option.
• Paste the copied webhook URL from Pabbly Connect.

After setting up the webhook, send test data to ensure that Pabbly Connect receives the lead information correctly.

4. Adding an Action Step to Create Contacts in Zoho CRM

Now that your trigger is set, it’s time to add an action step in Pabbly Connect. Select ‘Zoho CRM’ as the action application and choose ‘Create Contact’ as the action event.

To connect to Zoho CRM, click on ‘Connect’ and then ‘Add a New Connection’. You will need to provide your Zoho domain (for example, zoho.in) to establish the connection.

Select ‘Connect with Zoho CRM’. Authorize Pabbly Connect to access your Zoho CRM data. Map the lead’s details such as first name, last name, and phone number from the trigger step.

After mapping the required fields, click on ‘Save and Send Test Request’ to ensure that a new contact is created successfully in your Zoho CRM account.

5. Conclusion: Effortless Lead Management with Pabbly Connect

By following these steps, you can automate the process of adding leads to Zoho CRM using Pabbly Connect. This integration saves time and ensures that no leads are missed, helping you manage your contacts efficiently.

Utilizing Pabbly Connect for this automation allows for seamless data transfer between Google Ads and Zoho CRM, enhancing your lead management capabilities.

With just a few clicks, you can set up this powerful integration and focus on growing your business while Pabbly Connect handles the rest.