Auto-Sync BigCommerce Customers to Zoho CRM & Notify via Gmail

Learn how to use Pabbly Connect to automatically sync BigCommerce customers to Zoho CRM and send notifications via Gmail in this detailed step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for BigCommerce and Zoho CRM Integration

To start using Pabbly Connect, navigate to the Pabbly website by typing Pabbly.com in your browser. Once on the site, sign in to your account. If you are a new user, you can sign up for free and receive 100 tasks monthly to test the platform.

After signing in, you will be directed to the Pabbly applications page. Here, find and click on Pabbly Connect to access the dashboard where you can manage your workflows. To create a new workflow, click on the ‘Create Workflow’ button and select the workflow builder. Choose the new beta option for a more modern experience.

2. Creating a Workflow to Sync BigCommerce Customers to Zoho CRM

In this section, we will create a workflow to sync customers from BigCommerce to Zoho CRM using Pabbly Connect. Name your workflow appropriately, such as ‘Auto-Sync BigCommerce Customers to Zoho CRM and Notify via Gmail’. After naming, select a folder for your workflow.

• Click on ‘Create’ to initialize the workflow.
• Select BigCommerce as your trigger application.
• Choose the trigger event ‘New Order Created’.

After setting the trigger, connect your BigCommerce account by entering your store hash key, client ID, and access token. You can find these details in your BigCommerce account settings. Once you have entered the correct information, click on ‘Save’ to create the connection.

3. Testing the Connection Between BigCommerce and Pabbly Connect

Once your BigCommerce account is connected to Pabbly Connect, it’s time to test the connection. Click on ‘Save and Send Test Request’ to initialize the connection. This will change the status to ‘Waiting for Webhook Response’.

Next, create a new order in your BigCommerce store. Fill in the required details such as customer name, email, and address. After placing the order, return to Pabbly Connect to check if the order details have been captured. You should see the order ID and other relevant details displayed in the workflow.

4. Fetching Order Details from BigCommerce

With the order successfully captured, the next step is to fetch the complete order details using Pabbly Connect. Add a new action step and select BigCommerce as the action application. Choose the action event ‘Get Order by ID’.

• Map the order ID from the previous step to fetch specific order details.
• Click ‘Save and Send Test Request’ to retrieve the order information.

Once the request is successful, you will receive a response containing all necessary customer details such as name, email, and address. This information will be used to create a new lead in Zoho CRM.

5. Creating a Lead in Zoho CRM Using Pabbly Connect

Now that we have the order details, we can create a lead in Zoho CRM. Add another action step and select Zoho CRM as the action application. Choose the action event ‘Insert Update Record with Subform Data’.

Connect your Zoho CRM account by entering the necessary authentication details. After establishing the connection, you will need to map the fields from the BigCommerce order response to the corresponding fields in Zoho CRM. This includes fields like company name, first name, last name, email, and phone number.

Ensure all relevant fields are filled in correctly to create a comprehensive lead. Click ‘Save and Send Test Request’ to finalize the lead creation.

Upon successful execution, the lead should now appear in your Zoho CRM account, confirming that the integration via Pabbly Connect was successful.

Conclusion: Sending Email Notification via Gmail

After creating the lead in Zoho CRM, the final step is to notify the customer via Gmail. Add a new action step, select Gmail as the action application, and choose the action event ‘Send Email’. Connect your Gmail account and fill in the required fields such as sender name, recipient email, subject, and content of the email.

Make sure to personalize the email content by mapping the customer’s name from the previous steps. Once all details are filled in, click on ‘Save and Send Test Request’ to send the email. You should receive a confirmation that the email was sent successfully.

This entire workflow demonstrates how Pabbly Connect allows for seamless integration between BigCommerce, Zoho CRM, and Gmail, automating the process of customer management and communication efficiently.