How to Add Justdial Leads to Pipedrive Using Pabbly Connect

Learn how to integrate Justdial leads into Pipedrive using Pabbly Connect with this detailed, step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Justdial leads into Pipedrive, the first step is to access Pabbly Connect. Open your browser and type in ‘Pabbly.com/connect’ to reach the Pabbly Connect landing page.

Once there, you will see options to either sign in or sign up for free. If you are a new user, click on ‘Sign up for free’ to gain access to many tasks each month. Existing users should click on ‘Sign in’ to access their dashboard. After signing in, select the option to access Pabbly Connect to begin creating your workflow.

2. Creating a Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, 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 or the classic one. For this tutorial, select the new workflow builder for a more modern interface.

• Select a folder for your workflow.
• Enter a name for your workflow, such as ‘Justdial to Pipedrive’.

After entering these details, click on the ‘Create’ button. This will open the workflow window where you can set up the trigger and action for your automation. The workflow will consist of a trigger that initiates the process and actions that define what happens next.

3. Setting Up the Trigger with Justdial

To set up the trigger in Pabbly Connect, click on the ‘Add Trigger’ button. In the application search bar, type ‘Justdial’ and select it. For the event, choose ‘New Leads’ and then click ‘Connect’. This will generate a webhook URL that you need to copy.

To complete the integration, you must configure this webhook URL in your Justdial account. Since Justdial’s user interface does not allow you to add the webhook directly, contact your Justdial account manager and provide them with the copied URL. Once they add it, the lead details will start appearing in your Pabbly Connect workflow as webhook responses.

4. Adding the Action to Create a Person in Pipedrive

With the trigger set, the next step is to define the action. Click on ‘Add New Action Step’ and search for ‘Pipedrive’. Select it and choose the event ‘Create Person’. Click ‘Connect’. If you have not created a connection before, you will need to provide your Pipedrive API token.

To find your API token, log into your Pipedrive account, go to your profile picture, navigate to ‘Personal Preferences’, and then to ‘API’. Copy the token and paste it into Pabbly Connect. After saving, you will have successfully established a connection between Justdial and Pipedrive through Pabbly Connect.

5. Mapping Lead Details into Pipedrive

Now that you have established a connection, it’s time to map the lead details from Justdial into Pipedrive. In the action step, you will see fields for entering lead details such as name, email, and phone number. Instead of entering these manually, utilize the mapping feature of Pabbly Connect.

• Map the Name field from the Justdial response.
• Map the Email and Phone Number fields accordingly.

After mapping the necessary fields, click on ‘Save and Send Test Request’. You should receive a confirmation that a new person has been created in Pipedrive. Check your Pipedrive account to verify that the new lead has been added successfully, indicating that your Pabbly Connect workflow is functioning correctly.

Conclusion

This tutorial outlined how to seamlessly integrate Justdial leads into Pipedrive using Pabbly Connect. By following these steps, you can automate your lead management process effectively, ensuring that new leads are captured in real-time without manual intervention. Try this automation for your business and enhance your efficiency today!