An automated workflow using zapier
Connects GoodBarber + Zoho CRM
Add new GoodBarber eCommerce leads to Zoho CRM
About this workflow template
This automation scenario allows you to connect GoodBarber and Zoho CRM
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
GoodBarber and Zoho CRM can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in GoodBarber
New Lead in GoodBarber
Triggers when a new lead is created.
Then this action happens in Zoho CRM
Create Module Entry in Zoho CRM
Creates a new entry in a module
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add new GoodBarber eCommerce leads to Zoho CRM.
Part I
Configure Applications
First, we need to connect GoodBarber and Zoho CRM to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect GoodBarber to Zapier.
Give Zapier access to your GoodBarber account, using GoodBarber credentials.
Connect Zoho CRM to Zapier.
Give Zapier access to your Zoho CRM account, using Zoho CRM credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for GoodBarber
Choose the following trigger: New Lead (Triggers when a new lead is created.).
Then set up an Action for Zoho CRM
Choose this action: Create Module Entry (Creates a new entry in a module).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between GoodBarber and Zoho CRM.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add new GoodBarber eCommerce leads to Zoho CRM!
Supported triggers and actions
New lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
triggerbyzapierautomateioNew contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
triggerbyzapierautomateioNew module entry
Triggers instantaneously when any entry is created in the specified module.
triggerbyzapierautomateiopabbly-connectWatch objects
Triggers when a new object is created or updated.
triggerbyintegromatNew/updated module entry
Triggers instantaneously when any entry is created or updated in the specified module.
triggerbyzapierNew or updated contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
triggerbyzapier
Send push notification
Sends a push notification to every recipients.
actionbyzapierintegromatAdd user to group
Adds a user to an existing group.
actionbyintegromatzapierUpdate a tracking url
Updates the parcel tracking URL associated with an order.
actionbyzapierintegromatUpdate the inventory quantity
Updates the quantity of an existing product variant.
actionbyzapierRemove user from group
Removes a user from an existing group.
actionbyintegromatzapierCreate internal subscription
Creates an internal subscription for a prospect. Use this action to give a subscription as a gift.
actionbyzapier
Apps you need
GoodBarber is a powerful no-code app building platform for creating beautiful iOS and Android native apps. With GoodBarber eCommerce, you can easily create and manage your online store to sell products on mobile.
Zoho CRM is a powerful web-based CRM software that helps businesses attract, retain, and satisfy customers. It offers automated sales, seamless integration with popular business apps, and a comprehensive suite of features for managing leads, sales, marketing campaigns, customer support, and more. Transform your business with the world's favorite CRM system.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
