Create 100s of Zoho CRM Contacts in One Click ✅

Learn how to create multiple Zoho CRM contacts in one click using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Zoho CRM Integration

To create multiple Zoho CRM contacts in one click, you first need to access Pabbly Connect. If you are a new user, visit Pabbly.com/connect and sign up for free. This allows you to create up to 100 contacts for free each month.

Once logged in, navigate to the dashboard. Click on the ‘Create Workflow’ button. You will be prompted to enter a workflow name and choose a folder for your workflow. After naming your workflow, click ‘Create’ to open the workflow builder, which is essential for setting up your automation.

2. Setting Up the Trigger in Pabbly Connect

The first step in creating your automation is to set up a trigger in Pabbly Connect. Click on the ‘Add Trigger’ button and select Google Sheets as your trigger application. Choose the event as ‘New or Updated Spreadsheet Row’ and click on ‘Connect’.

• Copy the webhook URL provided by Pabbly Connect.
• Open your Google Sheets and go to Extensions > Add-ons > Get Add-ons.
• Search for ‘Pabbly Connect Webhooks’ and install the extension.

After installation, refresh your Google Sheets to see the Pabbly Connect Webhooks option. Click on it and select ‘Initial Setup’. Paste the webhook URL and set the trigger column to your final data column. Click ‘Submit’ to configure the setup successfully.

3. Creating a New Contact in Zoho CRM

With the trigger set up, the next step is to create a new contact in Zoho CRM using Pabbly Connect. Click on ‘Add New Action Step’ and search for Zoho CRM. Select the action event as ‘Create Contact’ and click ‘Connect’.

If you have already connected your Zoho CRM account, select the existing connection. If not, create a new connection by entering your Zoho domain, which can be found in your Zoho CRM URL. After saving, grant the necessary permissions to allow Pabbly Connect to access your Zoho account.

Next, you will need to map the lead details. Mapping allows you to dynamically insert data from your Google Sheets into Zoho CRM. Enter the required fields such as first name, last name, and email address. You can leave optional fields blank. After mapping the data, click on ‘Save and Send Test Request’ to create the contact.

4. Sending Multiple Contacts to Zoho CRM

To create multiple contacts in one click, ensure that your Google Sheets is populated with the necessary lead details. Go back to Pabbly Connect and click on the ‘Send All Data’ option in the Pabbly Connect Webhooks menu. This action will send all the data from your Google Sheets to your workflow.

• Make sure all your lead details are filled out correctly in the spreadsheet.
• Click ‘Send All Data’ to initiate the process.
• Wait for a few seconds for the contacts to be created in Zoho CRM.

After sending the data, refresh your Zoho CRM contact list. You will see that multiple contacts have been created successfully. This automation allows you to create hundreds of contacts in one click, showcasing the power of Pabbly Connect.

5. Conclusion: Automate Your Zoho CRM Contacts with Pabbly Connect

In this tutorial, we explored how to use Pabbly Connect to create multiple contacts in Zoho CRM efficiently. By following the steps outlined, you can automate the process of adding new leads from Google Sheets into your CRM.

With Pabbly Connect, you can streamline your workflow and save valuable time, making it an essential tool for managing your contacts. Start using Pabbly Connect today to enhance your business automation.