How to Send Consultation Links Automatically and Store Leads in Zoho CRM for Follow-Up

Learn how to automate sending consultation links and storing leads in Zoho CRM using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

Pabbly Connect is the central platform that facilitates the automation of sending consultation links and storing leads in Zoho CRM. To get started, open a new tab and navigate to the Pabbly Connect website. Here, you will have the option to sign up for free, which includes 100 free tasks per month.

After signing up or logging in, you will land on the dashboard. This is where you can create and manage your automation workflows. Click on the ‘Create Workflow’ button to begin setting up your automation process using Pabbly Connect.

2. Creating the Workflow in Pabbly Connect

To create your workflow, select the new beta builder option for a modern approach. Name your workflow something meaningful, such as ‘Send Consultation Link Automatically and Store Lead in Zoho CRM’. This helps in identifying the workflow later in Pabbly Connect.

• Select a folder to store your workflow.
• Click on the ‘Create’ button to proceed.
• Start building your automation by adding triggers and actions.

In this step, you will set a trigger that initiates the automation whenever a new lead fills out the form. This is where Pabbly Connect truly shines, allowing you to automate tasks without manual intervention.

3. Setting Up the Trigger in Pabbly Connect

The first action in your workflow is to add a trigger. Choose ‘Webhook by Pabbly’ as your app and select the event ‘Catch Webhook’. This will generate a unique webhook URL that you will use to integrate with your landing page.

Copy the webhook URL provided by Pabbly Connect and paste it into the appropriate section of your landing page code. Save the changes and reload your landing page. When a lead submits the form, the data will be sent to Pabbly Connect via this webhook.

4. Sending Consultation Links via Gmail

After setting up the trigger, it’s time to send the consultation link to your leads. Add a new action step in Pabbly Connect and select Gmail as the app. Choose the event ‘Send Email’ to proceed.

Connect your Gmail account by adding a new connection and granting the necessary permissions. Fill in the sender name, recipient email address (mapped from the previous step), subject, and content of the email. Personalize the email by mapping the lead’s first and last name to make it more engaging.

• Set the email content as plain text or HTML.
• Click ‘Save’ and send a test request to ensure everything is working correctly.

With this setup, every time a lead submits their details, they will automatically receive an email with the consultation link, thanks to the capabilities of Pabbly Connect.

5. Storing Leads in Zoho CRM

The final step is to store the lead information in Zoho CRM. Add another action step in your workflow and select Zoho CRM as the app. Choose the event ‘Create Contact’ to save the lead details.

Connect your Zoho CRM account by adding a new connection and entering your domain. After the connection is established, map the lead details such as first name, last name, email address, and phone number from the previous steps. This ensures that the information is automatically populated in Zoho CRM.

Click ‘Save’ and send a test request to confirm that the lead details are stored successfully. Once completed, you will see the lead information reflected in your Zoho CRM account, demonstrating the efficiency of Pabbly Connect in automating this process.

Conclusion

Using Pabbly Connect, you can seamlessly automate the process of sending consultation links and storing leads in Zoho CRM. This tutorial illustrates how to set up the integration step-by-step, making your workflow efficient and hassle-free.