Automate Adding Zoho CRM Contacts to Mailercloud with Pabbly Connect

Learn how to automate adding new Zoho CRM contacts to Mailercloud lists using Pabbly Connect. Step-by-step guide 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. Access Pabbly Connect for Integration

To automate adding new contacts from Zoho CRM to Mailercloud, you first need to access Pabbly Connect. This integration platform allows you to create workflows without any coding skills.

Start by signing up for a free account on the Pabbly Connect website. Once signed in, you will reach the dashboard where you can create your first workflow.

2. Create a New Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Here, you will name your workflow, such as ‘Add Zoho CRM Contacts to Mailercloud Automatically’. This name helps you identify the workflow later. using Pabbly Connect

Once named, click on the ‘Create’ button to proceed. You will see options for setting up a trigger and an action, which are essential for your automation. In this case, the trigger will be the addition of a new contact in Zoho CRM, and the action will be to add that contact to Mailercloud.

3. Set Up the Trigger with Zoho CRM

To set up your trigger, click on the trigger window and select ‘Zoho CRM’ as your application. You will need to choose the trigger event, which is ‘New Module Entry’. This event will activate every time a new contact is added to your Zoho CRM. using Pabbly Connect

Next, connect your Zoho CRM account by clicking on ‘Connect’ and entering your domain details. Once connected, you will select the ‘Contacts’ module from the dropdown menu. After saving this setup, click on ‘Save and Send Test Request’ to ensure that Pabbly Connect is receiving data from Zoho CRM correctly.

4. Configure the Action for Mailercloud

Now that your trigger is set, it’s time to configure the action. Click on the actions tab and select ‘Mailercloud’ from the application options. Choose the action event ‘Add Contact to List’. This will enable the transfer of contact details from Zoho CRM to Mailercloud. using Pabbly Connect

Connect your Mailercloud account by entering the API key, which you can find in the Integrations section of your Mailercloud account settings. Once connected, select the list where you want to add the new contacts. You will then map the fields from the Zoho CRM contact to the corresponding fields in Mailercloud.

• Map the email address from Zoho CRM to Mailercloud.
• Select the contact type (e.g., active).
• Fill in the first name, last name, phone number, and lead source.

After mapping all necessary details, click on ‘Save and Send Test Request’ to check if the contact is added successfully to Mailercloud.

5. Finalize Your Automation

After testing your integration, you should see the new contact reflected in your Mailercloud account. This confirms that the automation works as intended. You can now save your workflow in Pabbly Connect. using Pabbly Connect

Once set up, this automation will run seamlessly. Every time you add a new contact in Zoho CRM, that contact will automatically be added to your selected Mailercloud list, saving you time and effort.

To recap, you connected Zoho CRM to Pabbly Connect, set up a trigger for new contacts, and configured the action to add those contacts to Mailercloud. This integration streamlines your email marketing efforts.

Conclusion

By using Pabbly Connect, you can easily automate the process of adding new Zoho CRM contacts to your Mailercloud lists. This integration not only saves time but also ensures that your email marketing campaigns are always up-to-date with your latest contacts.