Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Automation

To automate notifications from Zoho CRM to Discord, you need to access Pabbly Connect. Start by navigating to the Pabbly Connect URL at pabbly.com/connect. This is where you can set up your automation workflows.

Once on the homepage, you will see options for signing in or signing up. If you are a new user, click on the sign-up button to create a free account. Existing users can simply log in to access their dashboard and start creating integrations.

2. Setting Up Zoho CRM as the Trigger Application

In this step, you will configure Zoho CRM as the trigger application in Pabbly Connect. On the workflow page, select Zoho CRM as your trigger application. Choose the event “New Module Entry” to trigger notifications whenever a new lead is created.

  • Select “New Module Entry” as the event.
  • Click on “Add New Connection” to build a new connection.
  • Enter your Zoho CRM domain, such as “zoho.in”.

After entering the domain, click on the “Save” button and authorize the connection. This allows Pabbly Connect to access your Zoho CRM account securely, enabling it to monitor for new leads.

3. Creating a New Lead in Zoho CRM

Now that you have set up Zoho CRM as the trigger, it’s time to create a new lead. Go to your Zoho CRM account and fill in the details for your new lead, including first name, last name, company name, email, and phone number.

Once you have filled in all the necessary information, click on the “Save” button to create the lead. After saving, Pabbly Connect will automatically check for new leads based on the polling interval you set earlier.

  • Ensure all fields are filled out correctly.
  • Click “Save” to create the lead.

This action will trigger Pabbly Connect to fetch the newly created lead details, which will be used in the next steps for sending notifications.

4. Configuring Discord as the Action Application

Next, you will set up Discord as the action application in Pabbly Connect. Search for Discord in the action application section and select it. Choose the event “Send Channel Message” to notify your team about the new lead.

To connect Discord, select “Add New Connection” and choose your Discord server. Authorize the connection to allow Pabbly Connect to send messages to your Discord channel.

  • Select the correct Discord server.
  • Authorize the connection to enable message sending.

After the connection is established, you will need to set up the message details, including the webhook URL from your Discord channel. This will ensure that notifications are sent to the right place.

5. Mapping Lead Details to the Discord Message

In this final step, you will map the lead details from Zoho CRM to the message that will be sent to Discord. Use the mapping feature in Pabbly Connect to dynamically insert lead information such as first name, last name, email, and company name into the message.

After mapping all necessary fields, click on “Save and Send Test Request”. This will send a test notification to your Discord channel, confirming that everything is set up correctly.

  • Ensure all fields are correctly mapped.
  • Click “Save and Send Test Request” to finalize the setup.

Once the test message is successfully sent, you will see a notification in your Discord channel, confirming the automation is working as intended. This integration streamlines the process of notifying your team about new leads, making your workflow more efficient.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate notifications from Zoho CRM to Discord. By following these steps, you can streamline your lead management process and ensure your team is promptly informed about new leads.