Integrating HubSpot CRM with Zoho Inventory Using Pabbly Connect

Learn how to integrate HubSpot CRM with Zoho Inventory using Pabbly Connect. Follow this detailed tutorial for seamless automation of contact creation. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create HubSpot CRM contacts from new Zoho Inventory contacts, you first need to access Pabbly Connect. Visit the Pabbly Connect website and sign in to your account. If you don’t have an account, click on ‘Sign Up for Free’ and follow the prompts to create one.

Once you are logged in, navigate to the dashboard. Here, you will find various applications provided by Pabbly. Click on Pabbly Connect to initiate the integration process between Zoho Inventory and HubSpot CRM.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on ‘Create Workflow’ to start building your integration. Name your workflow something descriptive, like ‘Create HubSpot Contacts from Zoho Inventory Contacts,’ and click on ‘Create’ to proceed. using Pabbly Connect

• Choose Zoho Inventory as your trigger application.
• Select the event as ‘Create or Update Customer’.
• Pabbly Connect will provide a webhook URL to connect Zoho Inventory.

This webhook URL will allow Pabbly Connect to fetch data whenever a new contact is created in Zoho Inventory. Make sure to copy this URL for the next steps.

3. Setting Up Zoho Inventory to Use the Webhook

Log in to your Zoho Inventory account and navigate to Settings. From there, go to Automation and select Webhooks. Click on ‘Create New Webhook’ to set up the connection with Pabbly Connect. using Pabbly Connect

• Name the webhook (e.g., ‘HubSpot Contacts’).
• Select the module as ‘Customers’.
• Paste the copied webhook URL from Pabbly Connect in the URL section.
• Choose POST as the method and save the webhook.

After saving the webhook, create a new workflow rule in Zoho Inventory that triggers when a customer is created or updated. This will ensure that every new customer is sent to Pabbly Connect.

4. Configuring HubSpot CRM in Pabbly Connect

Now that Zoho Inventory is set up, return to Pabbly Connect to configure HubSpot CRM. Select HubSpot CRM as your action application and choose the action event ‘Create Contact’. using Pabbly Connect

Connect your HubSpot CRM account by clicking on ‘Connect’ and selecting your account from the options. Once connected, you will need to map the fields from Zoho Inventory to HubSpot CRM to ensure the correct data is transferred.

Map the first name, last name, email, and phone number fields. Ensure all required fields in HubSpot are filled with data from Zoho Inventory.

After mapping the fields, click on ‘Save and Send Test Request’ to test the workflow. This will create a new contact in HubSpot CRM based on the information from Zoho Inventory.

5. Verifying the Integration Success

Once you have tested the workflow, go back to your HubSpot CRM account to verify that the contact has been created successfully. You should see the new contact with the details you entered in Zoho Inventory.

This integration allows for seamless automation, ensuring that every time a new customer is added in Zoho Inventory, a corresponding contact is created in HubSpot CRM without manual intervention. With Pabbly Connect, you can automate this process effortlessly.

Conclusion

In this tutorial, we explored how to integrate HubSpot CRM with Zoho Inventory using Pabbly Connect. By following these steps, you can automate contact creation, ensuring efficiency and accuracy in your CRM processes.