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Automatically Add MagicBricks Property Leads to Zoho CRM

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Start Integration

To begin integrating Magic Bricks with Zoho CRM, first, access Pabbly Connect by visiting pabbly.com. This platform will serve as the central hub for your automation tasks.

Once on the Pabbly website, sign in to your account. If you are a new user, click on “Sign up for free” to receive 100 tasks monthly. Existing users can click on “Sign in” at the top right corner.

2. Creating a New Workflow in Pabbly Connect

After signing in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on “Create Workflow”. This process allows you to automate tasks between applications.

Select the new beta workflow builder for a modern experience.
Name your workflow and select an appropriate folder.
Click on “Create” to finalize the setup.

Once your workflow is created, you will need to set up a trigger application, which in this case is Magic Bricks. This will initiate the workflow whenever a new lead is received.

3. Setting Up the Trigger with Magic Bricks

In the workflow, select Pabbly Connect as the trigger application. Choose “Magic Bricks” as the trigger event and select “New Leads”. This configuration will allow you to capture new lead data automatically.

Next, you will be provided with a webhook URL. This URL acts as a bridge between Pabbly Connect and Magic Bricks. You will need to send this URL to your Magic Bricks account manager to set up the integration.

4. Adding Zoho CRM as the Action Application

After setting up the trigger, you need to add an action step. Select Pabbly Connect and choose Zoho CRM as the action application. This step is crucial for transferring the lead data captured from Magic Bricks into your CRM.

Choose “Insert Update Record with Sub Form Data” as the action event.
Connect to Zoho CRM by entering your domain.
Authorize Pabbly Connect to access your Zoho CRM account.

Once connected, you can map the lead details from Magic Bricks to Zoho CRM. This mapping ensures that every new lead is accurately reflected in your CRM system.

5. Finalizing the Integration and Testing

After mapping all necessary fields, click on “Save and Send Test Request” to ensure the integration works correctly. This step will send a test lead to Zoho CRM from Magic Bricks via Pabbly Connect.

Check your Zoho CRM account to confirm that the lead has been added successfully. If everything is set up correctly, you should see the new lead with all the details you mapped earlier.

Conclusion

By following this guide, you can effectively automate lead management between Magic Bricks and Zoho CRM using Pabbly Connect. This integration streamlines your workflow and saves valuable time for your business.