Create Your Custom CRM with Pabbly Connect: Full Tutorial

Learn how to create a custom CRM for your business using Pabbly Connect. This step-by-step tutorial covers integrations with Salesforce, HubSpot, and Zoho CRM. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Your Custom CRM

To create your custom CRM, the first step is to access Pabbly Connect. You can do this by visiting the Pabbly Connect homepage at w.Pabbly.com/connect. This platform allows you to integrate various applications seamlessly.

Once on the homepage, you will see options to either sign in or sign up for free. New users can click on ‘Sign Up Free’ to get access to 100 tasks every month. Existing users should simply sign in to their accounts. After signing in, navigate to the dashboard where you can access Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to select a workflow builder, where you can choose between the new beta version or the classic version.

• Select the beta version for a more modern experience.
• Name your workflow, for example, ‘Custom CRM for Your Business Full Tutorial’.
• Choose a folder to save your workflow.

Once you have named your workflow and selected a folder, click on the ‘Create’ button. This will set up the workflow and prepare it for the next steps in your CRM integration.

3. Setting Up Triggers in Pabbly Connect

In this step, you will set up triggers that will initiate your CRM automation. Click on the ‘Add Trigger’ button and select ‘Webhook by Pabbly’ as your trigger application. This feature allows you to capture data from your forms automatically.

After selecting Webhook, choose ‘Catch Webhook’ as the event and click on ‘Connect’. You will receive a unique webhook URL, which you will use to connect your form application with Pabbly Connect. Copy this URL as you will need it for the next steps.

• Paste the copied webhook URL in your form application settings.
• Test the submission to ensure that data is being received correctly.

Once the test submission is successful, you will see the response data in your Pabbly Connect dashboard, confirming that the trigger is set up correctly.

4. Integrating Salesforce with Pabbly Connect

Now that your trigger is set, it’s time to integrate Salesforce. Click on ‘Add Action’ and select Salesforce as your action application. Choose ‘Create Contact’ as the action event, then click on ‘Connect’. using Pabbly Connect

If this is your first time connecting Salesforce, you will need to add a new connection. Make sure you are logged into your Salesforce account in the same browser for a seamless connection. After granting access, you will be able to map the data from your form submission to the Salesforce fields.

Map the first name, last name, email address, and phone number from the webhook response. Click on ‘Save and Send Request’ to create the contact in Salesforce.

After successfully saving the request, you can verify by refreshing your Salesforce account to see the newly created contact.

5. Integrating HubSpot and Zoho CRM with Pabbly Connect

Following the Salesforce integration, you can now connect HubSpot. Again, click ‘Add Action’ and select HubSpot as the action application. Choose ‘Create Contact’ and proceed to connect your HubSpot account. using Pabbly Connect

Similar to Salesforce, ensure you are logged into HubSpot to allow for a smooth connection. Once connected, map the necessary fields from the form submission just as you did for Salesforce.

Map the first name, last name, email, and phone number. Click on ‘Save and Send Request’ to finalize the contact creation in HubSpot.

Finally, repeat the same process for Zoho CRM. Select Zoho CRM as the action application, choose ‘Create Contact’, and connect your account. Map the fields accordingly and save the request. This will ensure that all your leads are captured across all three CRMs.

Conclusion

In conclusion, using Pabbly Connect allows you to create a custom CRM for your business effortlessly. By integrating Salesforce, HubSpot, and Zoho CRM, you can automate lead management and streamline your processes. Follow the steps outlined in this tutorial to set up your own custom CRM and enhance your business operations.