Automate Business Tasks Instantly Using Pabbly Connect

Learn how to automate your business tasks instantly using Pabbly Connect with Google, Zoho, and more. Step-by-step tutorial included. 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. Accessing Pabbly Connect for Automation

To automate your business tasks instantly using Pabbly Connect, start by visiting the Pabbly Connect website. Open a new browser tab and enter Pabbly.com/connect. This is the landing page where you can log in or sign up for a new account.

If you are a new user, click on the ‘Sign Up Free’ option to get started with 100 free tasks each month. Existing users can simply click on the ‘Sign In’ option. Once logged in, navigate to the ‘Pabbly Connect’ section by clicking on the ‘Access Now’ button. This dashboard is where you will create and manage all your automation workflows.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button to begin setting up your automation. You will be prompted to choose between two workflow builders: the new beta version and the classic version. For this tutorial, select the new beta version for a modern and flexible experience.

• Enter the workflow name: ‘Automate Business Tasks Instantly Using Pabbly Connect’.
• Select the folder as ‘Pabbly Connect’.
• Click on the ‘Create’ button to finalize your workflow setup.

Now that your workflow is created, the next crucial step is setting up the trigger. The trigger is the event that starts your automation process. In this case, you will choose ‘Webhook by Pabbly’ as your trigger application, as it acts as a bridge between your website form and Pabbly Connect.

3. Setting Up the Trigger with Webhook

To set up the trigger in Pabbly Connect, select ‘Webhook by Pabbly’ and choose the ‘Catch Webhook’ event. Click the ‘Connect’ button to generate a unique webhook URL. This URL will be used to capture data from your landing page form.

Copy the generated webhook URL and navigate to your landing page form code. In the form code, locate the fetch field and paste the webhook URL there. Save the changes to your code. Now, return to the form in your browser and click on ‘Capture Webhook Response’. This action will prepare the form to send data to Pabbly Connect.

• Fill in the form with test details: First Name, Last Name, Email, and Phone Number.
• Click the ‘Submit’ button to send the data.

After submitting the form, return to your Pabbly Connect workflow to check if the webhook response has been received. If successful, you will see all the lead details captured from the form.

4. Connecting Zoho CRM as the Action Application

With the webhook successfully configured, the next step is to set the action application in Pabbly Connect. Click on the plus icon to add an action application and search for ‘Zoho CRM’. Once selected, choose the action event as ‘Create Contact’ and click on the ‘Connect’ button.

You will be prompted to either add a new connection or select an existing one. Since this is a new setup, choose ‘Add New Connection’ and click on ‘Connect with Zoho CRM’. Enter your Zoho domain (e.g., zoho.com) and click the ‘Save’ button. Grant the necessary permissions to connect your Zoho CRM account with Pabbly Connect.

Map the fields from the webhook response to Zoho CRM fields. Select the first name, last name, email, and phone number for mapping.

This mapping step is crucial as it ensures that the data captured from the form is accurately reflected in your Zoho CRM. After mapping the fields, click on the ‘Save and Send Test Request’ button to verify the connection.

5. Finalizing Your Automation in Pabbly Connect

Once the test request is successful, head over to your Zoho CRM account and refresh the page to check if the new contact has been created. You should see the contact with the details you entered in the form. This confirms that your automation is working as intended through Pabbly Connect.

To ensure the workflow runs smoothly, remember to enable the toggle switch for your workflow in Pabbly Connect. If this toggle is disabled, your automation will not function. This setup will save you time and eliminate repetitive tasks, allowing you to focus on growing your business.

Now that you have successfully automated your business tasks using Pabbly Connect, feel free to explore more integrations and automations that can benefit your business. If you have any questions or need assistance, don’t hesitate to reach out for support.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In this tutorial, we demonstrated how to automate business tasks instantly using Pabbly Connect with Google, Zoho CRM, and other applications. By following these steps, you can streamline your workflows and enhance productivity.