Automate Your Lead Journey with Pabbly Chatflow and Zoho CRM

Learn how to automate your lead journey using Pabbly Chatflow to seamlessly integrate WhatsApp and Zoho CRM. Step-by-step tutorial included. Create intelligent chat experiences that delight users while collecting valuable information and moving prospects through your sales process.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow for Automation

To start automating your lead journey, the first step is to access Pabbly Chatflow. Open your browser and type in www.Pabbly.com/chatflow to reach the Pabbly Chatflow dashboard.

Once on the site, sign in to your account. If you are new, you can sign up for free and receive 100 credits monthly. After logging in, navigate to the Pabbly Chatflow dashboard where you can manage your WhatsApp integrations and automation flows.

2. Creating a Flow with Pabbly Chatflow

Creating a flow in Pabbly Chatflow is essential for automating your WhatsApp interactions. Click on the ‘Flows’ option on the left sidebar, then click on ‘Add Flow’ to initiate a new automation.

• Select the trigger event as ‘Template Selected’.
• Choose the template you wish to use for your WhatsApp messages.
• Set up the response messages for each button in your template.

After configuring your flow, ensure to save it. This flow will handle incoming messages and trigger responses based on user interactions with the WhatsApp template.

3. Integrating Zoho CRM with Pabbly Chatflow

Once your flow is set up in Pabbly Chatflow, the next step is to integrate it with Zoho CRM. This allows you to automatically create leads based on user inputs from WhatsApp.

To do this, you’ll need to use the API request feature in Pabbly Chatflow. Drag and drop the API request block into your flow and configure it with the Zoho CRM webhook URL. This will enable the transfer of lead data from your WhatsApp interactions directly into Zoho CRM.

• Select ‘Webhook by Pabbly’ as the trigger application.
• Choose ‘Catch Webhook’ as the event type.
• Map the fields from your WhatsApp flow to the corresponding fields in Zoho CRM.

Make sure to test the integration to confirm that leads are being created successfully in Zoho CRM upon receiving data from WhatsApp.

4. Testing the Automation in Pabbly Chatflow

After setting up the integration, it’s crucial to test the entire automation process in Pabbly Chatflow. Start by sending a test message through WhatsApp using the template you created.

Monitor the responses and ensure that the lead data is captured correctly. For example, if a user selects the option to schedule a visit, they should be prompted to enter their details, which will then be sent to Zoho CRM.

Send a WhatsApp message using the created template. Check if the responses are correctly triggering the follow-up questions. Verify that the lead is created in Zoho CRM with accurate details.

By thoroughly testing, you can adjust any settings in Pabbly Chatflow to ensure a smooth lead collection process.

5. Finalizing Your Lead Automation Journey

Once testing is complete, finalize your flow in Pabbly Chatflow. Make sure all elements are functioning as intended and that the flow is active.

Regularly monitor your leads in Zoho CRM to ensure that data is flowing correctly from WhatsApp through Pabbly Chatflow. This automation will save you time and streamline your lead management process.

Additionally, you can explore more features of Pabbly Chatflow to enhance your automation capabilities further, allowing for more complex interactions and data handling.

Conclusion

In this tutorial, we explored how to automate your lead journey using Pabbly Chatflow to integrate WhatsApp with Zoho CRM. By following these steps, you can efficiently collect leads and manage them seamlessly.