Products
- Pabbly Plus
  Pabbly Plus provides access to all Pabbly applications at a single price. You will have access to Pabbly Connect, Pabbly Subscription Billing, Pabbly Chatflow, Pabbly Email Marketing, Pabbly Form Builder and Pabbly Hook.
  
  Pabbly Connect
  Integrate different applications and start automating your work.
  
  Pabbly Subscription Billing
  Start accepting one-time and recurring subscription payments.
  
  Pabbly Chatflow
  Automate WhatsApp conversations effortlessly.
  
  Pabbly Email Marketing
  Send email newsletters to your subscribers and customers.
  
  Pabbly Form Builder
  Create professional forms for your business with no code builder.
  
  Pabbly Hook
  Webhook event handling for scalable applications.
Sign In

Send Real-Time CRM Lead Notifications to Telegram

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Zoho CRM with Telegram, you first need to access Pabbly Connect. Begin by navigating to the Pabbly Connect dashboard by entering the URL paby.com/connect in your browser.

Once you reach the homepage, you will see options to “Sign In” or “Sign Up Free.” If you’re a new user, choose “Sign Up Free” to create an account and receive 100 free tasks every month. Existing users can simply sign in to access their dashboard and begin creating workflows.

2. Creating a New Workflow in Pabbly Connect

After signing into Pabbly Connect, the next step is to create a new workflow. Click on the “Create Workflow” button on your dashboard, which allows you to set up the automation process.

Select “Quick Builder” for a simplified setup.
Enter the prompt: “Integrate Zoho CRM and Telegram”.
Choose the trigger as “New Module Entry” from Zoho CRM.
Set Telegram action to “Send a Text Message”.

Once you have filled in these details, approve the workflow and move on to the next steps to connect both applications.

3. Connecting Zoho CRM to Pabbly Connect

In this section, you will connect your Zoho CRM account to Pabbly Connect. On the workflow page, select Zoho CRM and click on the “Connect” button. If you have an existing connection, choose that option; otherwise, click on “Add New Connection”.

When prompted, enter your Zoho CRM domain, which is typically zoho.com. After entering the domain, save the connection. You will then need to allow access to your data, ensuring that it is securely stored with Pabbly.

Now, select the module from which you want to fetch new leads, typically the “Leads” module. Click on “Save and Send Test Request” to retrieve the latest lead data from Zoho CRM.

4. Setting Up Telegram Notifications

Next, you will set up Telegram to receive notifications about new leads. Again, in Pabbly Connect, select Telegram and click on “Connect”. You will need to enter a Telegram bot token, which can be obtained through the BotFather in Telegram.

Search for BotFather in Telegram and start a chat.
Create a new bot and follow the prompts to get your token.
Copy the token and paste it into Pabbly Connect.

After successfully connecting, you will need to provide the chat ID for the group where notifications will be sent. Add the bot to your Telegram group and grant it admin permissions to send messages.

5. Finalizing the Integration and Testing

With both applications connected, it’s time to finalize your integration in Pabbly Connect. You will need to map the fields from Zoho CRM to the message format for Telegram. This includes the lead’s name, email, and phone number.

After mapping the required fields, click on “Save and Send Test Request” to test the integration. If everything is set up correctly, you should receive a notification in your Telegram group with the new lead’s details.

This automation will now ensure that your team receives real-time notifications about new leads in Zoho CRM, saving time and improving efficiency. You can customize the message format further if needed.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate notifications from Zoho CRM to Telegram. This integration streamlines your workflow, ensuring your team stays updated without manual checks.