Auto Add New Leads to Zoho Bigin (Step-by-Step Guide)

Learn how to automate adding new leads to Zoho Bigin using Pabbly Connect with this detailed step-by-step tutorial. Streamline your CRM process today! Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating lead addition to Zoho Bigin, you need to access Pabbly Connect. If you are a new user, visit Pabbly.com/connect and sign up for free. This allows you to explore Pabbly Connect with 100 free tasks every month, which is perfect for adding leads to Zoho Bigin.

Once you have signed up, log into your Pabbly Connect dashboard and navigate to the workflow builder. This area is crucial for setting up your automation, where you’ll define triggers and actions to streamline your lead management process.

2. Setting Up the Trigger with Google Ads

The first step in your automation process involves setting up a trigger in Pabbly Connect. Click on the ‘Add Trigger’ button and select Google Ads as the application. Choose the event as ‘New Lead Form Entry’ to capture leads from your Google Ads campaign.

• Search for Google Ads within Pabbly Connect
• Select ‘New Lead Form Entry’ as the event
• Connect to Google Ads and copy the webhook URL provided

Next, navigate to your Google Ads account and locate the lead form you have set up. Paste the copied webhook URL into the lead delivery section of your Google Ads lead form. This will allow Pabbly Connect to receive lead information whenever a new form is submitted.

3. Capturing Lead Data in Pabbly Connect

After setting up the trigger, it’s time to capture the lead data in Pabbly Connect. Once you send a test submission from your Google Ads lead form, Pabbly Connect will capture the response. You should see fields such as the company name, phone number, email, first name, and last name populated in Pabbly Connect.

• Verify that Pabbly Connect successfully captures the lead details
• Ensure all necessary fields are populated correctly

This captured data will be used to create a new contact in Zoho Bigin. You have the option to create the contact using the test data received or wait for a real lead to come through.

4. Creating a New Contact in Zoho Bigin

The next step is to create a new contact in Zoho Bigin through Pabbly Connect. Click on ‘Add New Action Step’ and select Zoho Bigin as the application. Choose the event ‘Create Contact’ to initiate the process of adding the new lead to your CRM.

Connect your Zoho Bigin account by entering the domain found in your Zoho Bigin URL. After entering your domain, grant the necessary permissions to allow Pabbly Connect to manage your contacts. This setup ensures that your leads are seamlessly integrated into your CRM.

5. Mapping Lead Details for Successful Integration

Mapping lead details is a crucial step in the automation process with Pabbly Connect. You will need to map the fields from the captured response to the corresponding fields in Zoho Bigin. For example, map the last name, first name, email, phone number, and company name from the lead data.

Once you complete the mapping, click on ‘Save and Send Test Request’ to finalize the integration. After a successful test, you can check your Zoho Bigin account to confirm that the new contact has been created with the correct details.

This automation ensures that every time a new lead is captured through Google Ads, a corresponding contact is automatically created in Zoho Bigin, saving you time and reducing manual entry errors.

Conclusion

Automating the addition of new leads to Zoho Bigin using Pabbly Connect streamlines your CRM process effectively. By following the steps outlined in this tutorial, you can enhance your lead management and save valuable time.