Integrating Zoho CRM with Slack Using Pabbly Connect

Learn how to automate sending new Zoho CRM contacts to Slack for informing team members using Pabbly Connect. Step-by-step tutorial included. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the process of sending new Zoho CRM contacts to Slack for informing team members, you need to access Pabbly Connect. Begin by navigating to the Pabbly Connect website and signing in. If you are a new user, you can easily sign up for a free account, which takes only a couple of minutes.

Once logged in, you will be directed to the dashboard. From here, click on the ‘Create Workflow’ button located on the right side of the screen. This is where you will set up your integration between Zoho CRM and Slack using Pabbly Connect.

2. Creating Your Workflow in Pabbly Connect

In this step, you will name your workflow to reflect its purpose. For example, you can name it ‘Zoho CRM to Slack Integration’. After naming, you will see two sections: Trigger and Action. The trigger is the event that starts the workflow, while the action is what happens as a result.

• Select ‘Zoho CRM’ as your trigger application.
• Choose the trigger event as ‘New Module Entry’ to capture new contacts.
• Set the trigger to be instant for real-time notifications.

After setting the trigger, click on the ‘Connect’ button to establish a connection with Zoho CRM through Pabbly Connect. You will need to enter your Zoho domain and authorize the connection. This sets up the integration and allows Pabbly Connect to access your Zoho CRM data.

3. Adding New Contacts in Zoho CRM

Now that you have set up the trigger, it’s time to add a new contact in Zoho CRM. Navigate to the Contacts section in your Zoho CRM dashboard and click on ‘Create Contact’. Fill in the necessary details such as first name, last name, email, and department.

For example, you can create a contact with the following details:

• First Name: Dummy
• Last Name: Y
• Email: [email protected]
• Department: Finance

>Once you save the contact, Pabbly Connect will automatically receive the new contact details as a response, confirming that the integration is working correctly.

4. Integrating Slack with Pabbly Connect

Next, you will set up Slack as the action application in your workflow. Click on the Action tab and select ‘Slack’. The action event you need to choose is ‘Send Channel Message’. This allows you to send messages directly to your team on Slack whenever a new contact is added.

To connect Slack, click on ‘Connect’ and follow the authorization process. You will need to specify the token type (User or Bot) and allow Pabbly Connect to access your Slack account. Once authorized, select the channel where you want to send the messages.

For instance, you can create a channel named ‘New Leads from Zoho CRM’. In the message field, you can customize the message to inform your team about new contacts. Use the mapped fields from Zoho CRM to include contact details like name, email, and department in the message. This ensures your team receives all necessary information in real-time.

5. Testing the Integration and Finalizing

After configuring both Zoho CRM and Slack in Pabbly Connect, it’s essential to test the integration. Click on ‘Save and Send Test Request’ to see if the message is successfully sent to your selected Slack channel. You should receive a confirmation response from the API.

Check your Slack channel to verify the message. It should read something like: ‘Hello team, we have acquired the following details from Zoho CRM: [Contact Name], [Contact Email], [Department].’ This confirms that the integration works seamlessly, allowing your team to stay informed about new leads instantly.

In conclusion, with the help of Pabbly Connect, you can automate the process of sending new Zoho CRM contacts to Slack, saving time and ensuring your team is always updated on new leads.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Zoho CRM with Slack, enabling efficient communication for informing team members about new contacts. Automating this process can significantly enhance your team’s productivity and responsiveness.