Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start integrating Zoho Begin and See, first, access Pabbly Connect by visiting pabbl.com/connect in your browser. This is the main platform that facilitates the integration between various applications, including Zoho Begin and See.

Once on the Pabbly Connect landing page, click on the “Sign Up for Free” button in the top right corner. This allows you to create a free trial account, giving you access to explore the features of Pabbly Connect before committing to a subscription.

2. Creating a Workflow in Pabbly Connect

After signing up, navigate to the workflow builder within Pabbly Connect. This is where you will set up the automation for adding leads to Zoho Begin. The workflow consists of triggers and actions, which are essential for the automation process.

To initiate the workflow, click on the “Add Trigger” button. For this integration, select “Just Dial” as the trigger application and choose “New Leads” as the event. This means that every time a new lead is generated, it will trigger the workflow in Pabbly Connect.

  • Open Pabbly Connect and create a new workflow.
  • Click on “Add Trigger” and select “Just Dial”.
  • Choose “New Leads” as the event.

After setting the trigger, you will receive a webhook URL. Copy this URL and send it to your account manager at Just Dial to configure it in your account. Once set up, Pabbly Connect will start capturing lead details automatically.

3. Adding Action to Create Contact in Zoho Begin

Now that the trigger is set, it’s time to add an action to create a new contact in Zoho Begin. Click on the “Add Action Step” button and select “Zoho Begin” as the action application. Choose “Create Contact” as the event.

If you have previously connected Zoho Begin to Pabbly Connect, select the existing connection. If not, click on “Add a New Connection”. You will need to provide your Zoho Begin account domain, which can be found in the URL when you log in to your account.

  • Select “Zoho Begin” as the action application.
  • Choose “Create Contact” as the action event.
  • Provide your Zoho Begin account domain when prompted.

After entering the domain, click “Save”. Pabbly Connect will request permissions to access your Zoho Begin account. Accept these permissions to proceed with the integration.

4. Mapping Lead Details for Zoho Begin

Once your Zoho Begin account is connected to Pabbly Connect, you will need to map the lead details to the corresponding fields in Zoho Begin. Mapping allows the data from the previous step to be dynamically inserted into the new contact creation.

Fill in the required details by mapping the data from the Just Dial lead. You will need to enter fields such as first name, last name, and any other relevant information. After mapping the details, click on the “Save and Send Test Request” button to test the workflow.

  • Map the lead details to Zoho Begin fields.
  • Ensure all required fields are filled out correctly.
  • Click “Save and Send Test Request” to verify the integration.

If the integration is successful, you will receive a positive response indicating that a new contact has been created in Zoho Begin. This confirms that your leads from Just Dial are now automatically added to your CRM through Pabbly Connect.

5. Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Zoho Begin and See effectively. By following the steps outlined, you can streamline your lead management process and automate contact creation.

Now, every new lead from Just Dial will be added to Zoho Begin automatically, saving you time and effort. This integration showcases the power of Pabbly Connect in enhancing your workflow efficiency.

Try this integration today and experience the benefits of automation with Pabbly Connect!