How to Add Graphy Subscribers to Zoho CRM Using Pabbly Connect

Learn how to seamlessly integrate Graphy subscribers into Zoho CRM using Pabbly Connect with this step-by-step tutorial. Automate your workflow effectively! Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Graphy and Zoho CRM Integration

To add Graphy subscribers to Zoho CRM, you first need to set up Pabbly Connect. This automation platform allows you to connect various applications seamlessly. Begin by signing up for a free account on Pabbly Connect. Once logged in, navigate to the dashboard and click on ‘Create Workflow’.

Give your workflow a relevant name, such as ‘Graphy to Zoho CRM Integration’. After naming the workflow, click on ‘Create’. You will see two windows: the trigger window and the action window. This is where you will set up the automation to add new subscribers from Graphy to Zoho CRM.

2. Configuring the Trigger for New Subscribers

The next step involves configuring the trigger in Pabbly Connect. In the trigger window, search for and select ‘Graphy’ as the app. For the trigger event, choose ‘New Subscriber’. After selecting this event, Pabbly Connect will provide you with a webhook URL.

• Copy the webhook URL provided by Pabbly Connect.
• Log in to your Graphy account and go to the ‘Integrations’ section.
• Select ‘Third Party Integrations’ and paste the webhook URL into the appropriate field.
• Click on ‘Send Test’ to verify the connection.

Once the test is successful, save the integration settings in Graphy. This ensures that every new subscriber will automatically send their details to Pabbly Connect.

3. Formatting Subscriber Data for Zoho CRM

After successfully receiving a test response in Pabbly Connect, the next step is to format the subscriber’s data. This involves splitting the full name of the subscriber into first name and last name, which is essential for Zoho CRM.

In the action window, search for ‘Text Formatter’ and select it. Choose the action event as ‘Split Text’. In the field for text to split, map the full name received from Graphy. Set the separator as a space, as this will divide the full name into two parts.

• Map the full name response from Graphy to the ‘Text to Split’ field.
• Set the separator as a space.
• Select ‘All’ for the segment index.

After configuring these settings, click on ‘Save and Send Test Request’. You should now see the first name and last name as separate responses, ready to be mapped into Zoho CRM.

4. Adding the Subscriber to Zoho CRM

With the subscriber’s data formatted, the next step is to add this information to Zoho CRM using Pabbly Connect. In the action step, search for ‘Zoho CRM’ and select it. For the action event, choose ‘Insert Record’.

Connect your Zoho CRM account by entering your domain. After connecting, select ‘Leads’ as the module name. You will see various fields to fill in with the subscriber’s details. Map the first name, last name, email, and mobile number into the corresponding fields.

Map the first name and last name from the Text Formatter response. Map the full name and email from the Graphy responses. Map the mobile number received from Graphy.

After mapping the required fields, click on ‘Save and Send Test Request’. A successful response indicates that the subscriber has been added as a new lead in your Zoho CRM account.

5. Testing the Integration in Real-Time

To confirm that your integration is working correctly, perform a real-time test. Go to your Graphy account and enter the details of a new subscriber through your contact form. Once you submit the form, Pabbly Connect should automatically add this subscriber as a new lead in Zoho CRM.

After submitting the new subscriber’s information, refresh your Zoho CRM leads section. You should see the new subscriber listed there, confirming that the automation is functioning as intended. This process allows you to streamline the addition of leads to your CRM, making it more efficient.

With this setup, every new subscriber from Graphy will be added to Zoho CRM automatically, ensuring that your lead management is up-to-date without manual intervention.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Graphy subscribers into Zoho CRM. By automating this process, you can efficiently manage leads and enhance your workflow.