How to Add New Clients from Google Contacts to Zoho CRM Using Pabbly Connect

Learn how to automate adding new clients from Google Contacts to Zoho CRM using Pabbly Connect. Step-by-step guide with detailed instructions. 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. Accessing Pabbly Connect for Integration

To begin the integration process between Google Contacts and Zoho CRM, you first need to access Pabbly Connect. This platform allows you to automate workflows seamlessly. Start by visiting the Pabbly Connect website at Pabbly.com/connect.

If you are a new user, click on the ‘Sign Up Free’ button. Existing users can simply click on the ‘Sign In’ option. After signing in, you will be directed to the Pabbly Connect dashboard, where you can create your automation workflows.

2. Creating a Workflow in Pabbly Connect

Once you are on the dashboard of Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to select a workflow builder. Choose the new workflow builder for a more modern experience.

• Click on the ‘Select’ button after choosing the workflow builder.
• Enter a name for your workflow, like ‘Google Contacts to Zoho CRM’.
• Click on the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see the option to add a trigger. This trigger will initiate the workflow when a new contact is added to Google Contacts.

3. Setting Up the Trigger for Google Contacts

In the newly created workflow, you need to set up the trigger by clicking on the ‘Add Trigger’ button. Choose Google Contacts as your trigger app. This selection ensures that any new contact added will initiate the workflow. using Pabbly Connect

Next, select the event type as ‘New or Updated Contact’. This will allow the workflow to trigger whenever a new contact is added or an existing one is updated. Click on the ‘Connect’ button to set up the connection.

• Choose to add a new connection or select an existing one based on your preferences.
• If adding a new connection, authenticate your Google account.

Once the connection is established, click on ‘Save and Send Test Request’ to verify that the trigger is working correctly. After testing, you can proceed to the next step of your automation.

4. Adding the Action Step for Zoho CRM

After successfully setting up the trigger, the next step is to add an action for Zoho CRM. Right-click on the trigger app and select ‘Add Action Step’. Choose Zoho CRM as your action app to create a new contact in Zoho CRM whenever a new contact is added in Google Contacts.

Select the action event as ‘Create Contact’. Click on the ‘Connect’ button to establish the connection between Pabbly Connect and Zoho CRM. If you have an existing connection, you can select it; otherwise, create a new one.

Map the fields from Google Contacts to Zoho CRM, including first name, last name, and email address. Ensure all mandatory fields are properly filled to avoid errors.

After mapping the fields, click on ‘Save and Send Test Request’ to confirm that the integration works correctly. Check Zoho CRM to see if the new contact has been created successfully.

5. Finalizing Your Automation

Once you have confirmed that the contact has been added to Zoho CRM, you are ready to finalize your automation in Pabbly Connect. Click on the ‘Save’ button to ensure that your workflow is saved and active.

This automation will now run in the background, adding new contacts from Google Contacts to Zoho CRM automatically. This process significantly reduces manual data entry and keeps your client information organized.

With Pabbly Connect, you can also explore more automation possibilities to streamline your business processes. Start using Pabbly Connect today to enhance your productivity and efficiency.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding new clients from Google Contacts to Zoho CRM. By following these steps, you can enhance your workflow and save time on manual data entry.