How to Automate Lead Assignment in Zoho CRM and Notify Sales Teams via Slack Using Pabbly Connect

Learn how to automate lead assignment in Zoho CRM and notify sales teams via Slack using Pabbly Connect. Follow our detailed step-by-step tutorial. 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 Automation

To automate lead assignment in Zoho CRM and notify sales teams via Slack, start by accessing Pabbly Connect. Open your browser and go to Pabbly.com/connect. Here, you will find options to sign in or sign up.

If you are new, click on ‘Sign Up Free’ to get 300 tasks every month. Existing users can simply sign in. Once logged in, select Pabbly Connect from the Pabbly apps window to access the dashboard.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button at the top right corner of the dashboard. You will be prompted to choose between the new beta version or classic. For this tutorial, select the beta version for a modern experience.

• Click on ‘Create Workflow’ in the dashboard.
• Choose the beta version for a faster setup.
• Name your workflow, e.g., ‘Automate Lead Assignment in Zoho CRM and Notify Sales Team via Slack’.

After naming, select a folder to save your workflow, such as ‘Facebook Lead Ads’. This organization will help you manage multiple workflows effectively.

3. Setting Up the Trigger in Pabbly Connect

To initiate the automation process, set up the trigger in Pabbly Connect. Click on the ‘Add Trigger’ button and select ‘Facebook Lead Ads’ as the application and ‘New Lead Instant’ as the event. This will allow Pabbly Connect to capture new leads from your Facebook lead ads.

After selecting the trigger, connect your Facebook account. If already logged in, simply select your account. Otherwise, log in to allow Pabbly Connect to access your leads. Choose the relevant page and lead form you wish to automate.

• Select ‘Facebook Lead Ads’ as the trigger application.
• Choose ‘New Lead Instant’ as the event.
• Connect your Facebook account and select the correct page and form.

Once set up, you can test the trigger by generating a test lead to ensure everything is functioning correctly.

4. Adding Action Steps in Pabbly Connect

With the trigger successfully set, it’s time to add action steps. The first action will be to create a contact in Zoho CRM. Select ‘Zoho CRM’ as the action application and ‘Create a Contact’ as the event. This allows Pabbly Connect to automatically add leads to your CRM.

Connect your Zoho CRM account by entering your domain and granting necessary permissions. After connecting, map the lead details from the trigger to the corresponding fields in Zoho CRM, such as first name, last name, and email. This ensures that every new lead is accurately recorded.

Select ‘Zoho CRM’ for the action application. Choose ‘Create a Contact’ as the action event. Map the lead details accurately from Facebook to Zoho CRM.

After successfully creating the contact, you can add another action step to notify your sales team via Slack.

5. Notifying Sales Team via Slack

To notify your sales team, add another action in Pabbly Connect. Select ‘Slack’ as the action application and ‘Send Channel Message’ as the event. This allows you to send an alert to your team whenever a new lead is added.

Connect to your Slack account by providing the necessary token type and selecting the channel where you want to send the message. Customize the message to include essential lead details, ensuring your team is informed promptly.

Select ‘Slack’ as the action application. Choose ‘Send Channel Message’ as the action event. Map the message to include lead details like name, email, and phone number.

Once everything is configured, test the setup to ensure that notifications are sent correctly to your Slack channel whenever a new lead is created in Zoho CRM.

Conclusion

In this tutorial, we explored how to automate lead assignment in Zoho CRM and notify sales teams via Slack using Pabbly Connect. By following the steps outlined, you can streamline your lead management process and enhance team communication effectively. Automating these tasks not only saves time but also ensures that your sales team is always updated with the latest leads.