Auto-Create Task in Salesforce After JustDial Inquiry Using Pabbly Connect

Learn how to auto-create tasks in Salesforce after receiving inquiries from JustDial with Pabbly Connect. Follow our detailed step-by-step tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Start Integration

To auto-create tasks in Salesforce after receiving inquiries from JustDial, the first step is to access Pabbly Connect. You can do this by navigating to pabby.com/connect in your web browser. This will take you to the Pabbly Connect homepage where you can either sign up or log in.

If you are a new user, click on ‘Sign Up Free’ to create an account and get started. Existing users can simply click on ‘Sign In’. Once logged in, you will be directed to the Pabbly Connect dashboard, where you can create workflows to automate your tasks.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. In the dialog box that appears, you will need to name your workflow. For this integration, a suitable name would be ‘Auto-Create Task in Salesforce After JustDial Inquiry’.

• Name your workflow appropriately.
• Select a folder to save your workflow.
• Click ‘Create’ to finalize the workflow setup.

Once you have created the workflow, you will see the two crucial elements of automation: Trigger and Action. The trigger will be set to JustDial, while the action will be configured to create a task in Salesforce.

3. Setting Up the Trigger with JustDial

The next step involves setting up the trigger in Pabbly Connect. Select JustDial as your trigger application and choose the trigger event as ‘New Leads’. This means that every time a new lead is received from JustDial, the workflow will be activated automatically.

After selecting the trigger event, you will receive a webhook URL. This URL is essential for connecting your JustDial account with Pabbly Connect. You will need to send this webhook URL to your JustDial account manager, as JustDial does not allow direct input of the webhook URL within its user interface.

4. Creating a Task in Salesforce

Once you have set up the trigger, the next step is to create a task in Salesforce. In this action step, you will select Salesforce as your action application and choose ‘Create a Record’ as the action event. This is where you will connect your Salesforce account with Pabbly Connect.

• Connect to Salesforce by clicking ‘Connect’.
• Select the Salesforce object, which should be ‘Lead’.
• Map the lead details from the JustDial inquiry to the corresponding fields in Salesforce.

Mapping the data ensures that the new lead information is accurately captured in Salesforce. After mapping the necessary fields, click on ‘Save and Send Test Request’ to verify that the lead record is created successfully.

5. Finalizing the Integration and Creating the Task

After successfully creating the lead record in Salesforce, the final step is to create a task for that lead. Select Salesforce again as your action application and this time choose ‘Create a Task’ as the action event. You can use the existing connection to Salesforce that was established earlier.

In this step, you will need to map the necessary fields such as the task subject, due date, and priority. For the due date, you can use the Date Time Formatter feature in Pabbly Connect to calculate the due date as seven days after the inquiry date. Once all fields are mapped, click on ‘Save and Send Request’. This will create the task in Salesforce, linked to the newly created lead.

Conclusion

In this tutorial, we have detailed how to auto-create tasks in Salesforce after receiving inquiries from JustDial using Pabbly Connect. By following these steps, you can streamline your lead management process and enhance your productivity.