Automatically Create New Contacts in Vtiger CRM from Justdial Leads Using Pabbly Connect

Learn how to automatically create new contacts in Vtiger CRM from Justdial leads using Pabbly Connect. Step-by-step tutorial with detailed instructions. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automatically create new contacts in Vtiger CRM from Justdial leads, you first need to access Pabbly Connect. Start by navigating to the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser’s address bar.

Once you are on the landing page, 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. Existing users should click on the ‘Sign In’ button to access their Pabbly Connect dashboard. This platform will facilitate the integration process seamlessly.

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. You will be prompted to choose between the new workflow builder and the classic one. For this tutorial, select the classic workflow builder for a stable experience.

• Enter the name of your workflow: ‘Automatically Create New Contacts in Vtiger CRM from Justdial Leads’
• Select a folder to save the workflow, such as ‘Automations’
• Click on the ‘Create’ button to proceed.

Once you click ‘Create’, you will be directed to the workflow window where you will define the trigger and action for your integration. This is where the magic of Pabbly Connect begins, allowing you to automate the process of adding new contacts.

3. Setting Up the Trigger for Justdial Leads

In the workflow window, select Justdial as your trigger application. This means that the workflow will be activated whenever a new lead is received from Justdial. For the trigger event, choose ‘New Leads’. Once selected, Pabbly Connect will generate a webhook URL.

Copy this webhook URL and contact your Justdial account manager to configure it in your Justdial account. This step is crucial as Justdial does not provide an option to add the webhook URL directly through their user interface. After the configuration, you will start receiving lead details automatically.

4. Creating Contacts in Vtiger CRM

Now that you have set up the trigger, it’s time to create contacts in Vtiger CRM using the lead details captured from Justdial. In the action section of Pabbly Connect, select Vtiger CRM as your action application. For the action event, choose ‘Create Contact’.

To establish a connection between Vtiger CRM and Pabbly Connect, you will need to enter your Vtiger username, access key (API key), and domain. Access these details from your Vtiger account settings. After entering the required information, click ‘Save’.

• Select the contact type (e.g., Lead).
• Map the lead details from Justdial to the respective fields in Vtiger CRM.
• Click on ‘Save and Send Test Request’ to finalize the setup.

Once you receive a positive response indicating that the contact has been created successfully, you can verify this by refreshing your Vtiger CRM contacts page. All the details should match the lead information received from Justdial, confirming that the integration works perfectly.

5. Conclusion: Automate Your Lead Management

With the integration established using Pabbly Connect, you can sit back and relax as new leads from Justdial are automatically added as contacts in your Vtiger CRM. This automation saves you time and ensures that no leads are missed in the process.

By following the steps outlined in this tutorial, you can streamline your lead management process significantly. Try using Pabbly Connect for your own business and experience the benefits of automation firsthand!