How to Add Housing.com Leads to Zoho CRM Automatically Using Pabbly Connect

Learn how to automate the process of adding Housing.com leads to Zoho CRM automatically using Pabbly Connect. Step-by-step tutorial included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating the process of adding Housing.com leads to Zoho CRM, you first need to access Pabbly Connect. Open your browser and navigate to pav.com/connect to reach the Pabbly Connect homepage.

On the homepage, you will find two options: ‘Sign In’ and ‘Sign Up Free.’ If you are a new user, click on ‘Sign Up Free’ to get started with 100 free tasks every month. Existing users can simply sign in to access their dashboard.

2. Creating a Workflow in Pabbly Connect

Once logged in, you need to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to select a workflow builder.

• Select the ‘Beta Version’ for a modern and flexible experience.
• Name your workflow something descriptive, like ‘Add Housing.com Leads to Zoho CRM Automatically.’
• Choose a folder to save your workflow, such as ‘Automations.’

After naming your workflow and selecting a folder, click on the ‘Create’ button to proceed. This will set up the foundation for your automation.

3. Setting Up the Trigger for Housing.com Leads

Now, you need to set up a trigger in Pabbly Connect. Click on the ‘Add Trigger’ button and select Housing.com as your trigger application, with ‘New Leads’ as the event. After selecting, click on ‘Connect’ to generate a webhook URL.

Copy this webhook URL and provide it to your Housing.com account manager. This step is crucial as it allows Housing.com to send new lead data to your Pabbly Connect workflow.

4. Adding an Action Step in Zoho CRM

After successfully setting up the trigger, the next step is to add an action step to create a new contact in Zoho CRM using Pabbly Connect. Select Zoho CRM as the application and choose the event ‘Create Contact.’ Click on ‘Connect’ to set up a new connection.

Enter your Zoho domain, which can be found in the URL of your Zoho account (e.g., zoho.com). After entering your domain, click on ‘Save’ and grant access to Pabbly Connect. This will establish the connection between your Zoho CRM and Pabbly Connect.

5. Mapping Data and Testing the Integration

Once connected, it’s time to map the data from your Housing.com leads to the corresponding fields in Zoho CRM. In Pabbly Connect, you will see fields for first name, last name, email, and phone number. Map these fields using the data received from the trigger step.

• Map the lead’s first name and last name from the trigger response.
• Map the email address and phone number accordingly.
• Leave any non-required fields blank.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to check if the integration works correctly. You should see a successful response indicating that the lead has been added to your Zoho CRM as a new contact.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of adding Housing.com leads to Zoho CRM. By following these steps, you can ensure that every new lead is captured and added to your CRM automatically, saving you time and effort.