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Send Webhook Leads to Zoho CRM Instantly

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, you need to access its workflow page. Simply type in the URL pabbly.com/connect to land on the homepage. Here, you will find options for signing in or signing up.

If you are a new user, click on “Sign Up Free” to create an account. You can explore Pabbly Connect with 100 free tasks every month. Existing users can click on “Sign In” to access their accounts.

2. Setting Up Webhooks in Pabbly Connect

After logging into Pabbly Connect, navigate to the workflow page where you will set up your automation. Here, you will add a trigger to receive leads via webhooks.

Select “Webhook by Pabbly” as your trigger application.
Choose the event “Catch Webhook”.
Click the “Connect” button to generate a webhook URL.

Copy this webhook URL and integrate it into your website form. This URL will allow Pabbly Connect to receive data from your form submissions directly.

3. Testing the Webhook Integration

Now that you have set up the webhook URL, it’s time to test it. Fill out your website form with test data, such as a demo user’s name and email.

Enter a full name, email, and phone number.
Submit the form to send data to Pabbly Connect.

After submission, check your Pabbly Connect dashboard to confirm that the webhook has received the data successfully. You should see the details you entered in the response section.

4. Integrating Zoho CRM with Pabbly Connect

With the webhook successfully tested, you can now integrate Zoho CRM. In Pabbly Connect, select Zoho CRM as your action application.

Choose the event “Create Contact”.
Click on the “Connect” button to establish a connection with Zoho CRM.
Enter your Zoho CRM domain when prompted.

After connecting, map the fields from the webhook response to the corresponding fields in Zoho CRM. This ensures that every lead captured through your form is automatically added to your CRM.

5. Finalizing the Integration and Testing

After mapping the fields, click on “Save and Send Test Request”. This action will send the mapped data to Zoho CRM, creating a new contact.

To verify, refresh your Zoho CRM contacts page. You should see the newly created contact with the details you submitted through your form. This confirms that the integration is working seamlessly through Pabbly Connect.

Now you can automate lead management efficiently, ensuring that no leads are missed and follow-ups are timely.

Conclusion

In this tutorial, we demonstrated how to integrate Zoho CRM with Pabbly Connect to automate lead management. By using webhooks, you can enhance your workflow and capture leads effortlessly.