How to Create Zoho Bigin Contact from Justdial Lead Using Pabbly Connect

Learn how to automate the creation of Zoho Bigin contacts from Justdial leads using Pabbly Connect. Step-by-step guide for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, you first need to access Pabbly Connect. This powerful automation tool allows you to create workflows that connect various applications seamlessly.

Visit the Pabbly Connect homepage by typing Pabbly.com/connect/inr in your browser. You will see options to either sign in or sign up. If you are a new user, click on the ‘Sign Up for Free’ button to create an account and receive 100 free tasks each month. Existing users can simply log in to their accounts.

2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. A dialog box will pop up prompting you to name your workflow.

• Name your workflow: ‘Create Zoho Bigin Contact from Just Dial Lead’.
• Select a folder for organization, such as ‘Automations for Lead Management’.
• Click on ‘Create’ to proceed.

This will set up the main structure of your automation, where you will define the trigger and action that will occur when a new lead is received through Just Dial.

3. Setting Up the Trigger for Just Dial Leads

In the workflow setup, the first step is to define the trigger. For this automation, select Pabbly Connect as the trigger application and choose ‘Just Dial’ as the application to monitor for new leads.

Choose the trigger event as ‘New Lead’. Pabbly Connect will provide you with a webhook URL that you need to copy and configure in your Just Dial account. Since Just Dial does not allow direct webhook configuration through its interface, you will need to contact your account manager to insert this URL.

4. Capturing Lead Data from Just Dial

After setting the webhook URL in Just Dial, every time a new lead is generated, Pabbly Connect will capture the lead data automatically. You will receive information such as the lead’s name, phone number, and email address.

• Ensure your account manager has successfully added the webhook URL.
• Wait for a test lead to be captured by Pabbly Connect.
• Verify that the lead data appears correctly in Pabbly Connect.

This successful capture indicates that your connection between Just Dial and Pabbly Connect is operational and ready for the next step.

5. Creating a Contact in Zoho Bigin

The final step involves setting up the action in Pabbly Connect to create a contact in Zoho Bigin. Select Zoho Bigin as the action application and choose ‘Create Contact’ as the action event. using Pabbly Connect

You will need to connect your Zoho Bigin account by clicking on ‘Connect’. Input your domain from the Zoho Bigin URL and grant the necessary permissions. Once connected, map the lead data captured from Just Dial to the appropriate fields in Zoho Bigin, such as first name, last name, and email address.

Finally, click on ‘Save and Send Test Request’ to ensure that the contact is created successfully in Zoho Bigin. Verify the contact in your Zoho account to confirm the entire integration process is complete.

Conclusion

Using Pabbly Connect, you can effortlessly automate the process of creating Zoho Bigin contacts from Just Dial leads. This integration streamlines your workflow, ensuring that every new lead is captured and added to your CRM without manual input.