How to Create Zoho CRM Module Entries from New Google My Business Reviews Using Pabbly Connect

Learn how to automate the creation of Zoho CRM module entries from new Google My Business reviews using Pabbly Connect. Step-by-step guide included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To create Zoho CRM module entries from new Google My Business reviews, we first need to set up Pabbly Connect. Start by signing up for a free account on the Pabbly Connect website, where you can access automation tasks each month.

Once you log in, navigate to your dashboard and click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Google My Business Reviews and Zoho CRM’, and click on the ‘Create’ button to proceed to the workflow page.

2. Choosing Google My Business as the Trigger Application

In this step, we will set Google My Business as the trigger application in Pabbly Connect. Select Google My Business from the application list and choose the trigger event as ‘New Review’. This event will initiate the workflow whenever a new review is posted.

• Select ‘Google My Business’ as the trigger application.
• Choose the trigger event ‘New Review’.
• Click on the ‘Connect’ button to establish a connection.

After clicking connect, select ‘Add New Connection’ and sign in with your Google account that manages your Google My Business listing. Grant necessary permissions to allow Pabbly Connect to access your account. Once connected, you can test the connection by clicking on ‘Save and Send Test Request’ to retrieve a sample review.

3. Setting Up Zoho CRM as the Action Application

Next, we will configure Zoho CRM as the action application in Pabbly Connect. Search for Zoho CRM in the action step and select it. The action event will be ‘Insert Record’, allowing us to create a new entry in Zoho CRM for the review received.

Click on the ‘Connect’ button and select ‘Add New Connection’. Enter your Zoho domain (e.g., zoho.in) and grant access to your Zoho CRM account. Once connected, you will need to specify which module to insert the record into. Select the ‘Task’ module for this automation.

• Choose ‘Insert Record’ as the action event.
• Specify the module as ‘Task’ in Zoho CRM.
• Map the relevant fields from the Google My Business review to the Zoho CRM task fields.

Fill in the necessary details for the task, such as the subject and description. You can map fields like customer name and review content directly from the Google My Business review data received in the previous step.

4. Testing the Integration and Finalizing

Now that we have set up the integration in Pabbly Connect, it’s time to test it. Click on the ‘Save and Send Test Request’ button to verify if a new task is created in Zoho CRM. If successful, the response will indicate success, and you can check the task module in Zoho CRM for the newly created entry.

To confirm, navigate to your Zoho CRM account and filter the task module to see if the new task appears. You should see the task with the subject reflecting the review details and the description containing the review information.

Conclusion

In conclusion, using Pabbly Connect allows you to automate the process of creating Zoho CRM module entries from new Google My Business reviews efficiently. This integration not only saves time but also helps in managing customer feedback effectively.

With Pabbly Connect, you can streamline your workflow and ensure that no customer review goes unnoticed, enhancing your business’s responsiveness and customer service.