Add Justdial Leads to Systeme.io Automatically

Learn how to automatically add Justdial leads to Systeme.io using Pabbly Connect with this detailed step-by-step tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Justdial leads into Systeme.io automatically, start by accessing Pabbly Connect. If you are a new user, open a new tab and navigate to pabbl.com/connect. Here, you can sign up for free and receive 100 tasks every month to explore the features of Pabbly Connect.

Once logged in, open your workflow builder in Pabbly Connect. This is where you will create the automation workflow that captures leads from Justdial and adds them to Systeme.io. The workflow consists of triggers and actions, which are essential for the automation process.

2. Setting Up the Trigger for Justdial Leads

The first step in your automation is to set up a trigger for capturing leads from Justdial. In the Pabbly Connect workflow builder, click on the ‘Add Trigger’ button and search for ‘Justdial’. Select it and choose the event as ‘New Leads’. After this, click on the ‘Connect’ button.

• Select ‘New Leads’ as the event in Justdial.
• Click on ‘Connect’ to generate a webhook URL.
• Copy the webhook URL provided by Pabbly Connect.

To complete the setup, you need to configure this webhook URL in your Justdial account by contacting your account manager. Once the URL is added, Pabbly Connect will start receiving new lead details automatically.

3. Adding Action Step to Create Contacts in Systeme.io

After setting up the trigger, the next step is to add an action that will create a new contact in Systeme.io. In the Pabbly Connect builder, click on the ‘Add New Action’ button and search for ‘Systeme.io’. Choose the action event as ‘Create Contact’ and click on the ‘Connect’ button.

If you have previously connected Systeme.io with Pabbly Connect, you can select the existing connection. Otherwise, click on ‘Add New Connection’. You will need to enter your API key and domain. The domain will be auto-filled if you are logged in to your Systeme.io account.

4. Setting Up API Key for Systeme.io

To obtain the API key required for connecting Systeme.io with Pabbly Connect, navigate to your Systeme.io account. Click on your profile picture, go to ‘Settings’, and then select ‘Pabbly API Keys’. Here, you can create a new API key by clicking on the ‘Create’ button.

• Enter a name for your API key.
• Leave the expiration date blank to avoid expiration.
• Copy the generated API key and paste it into Pabbly Connect.

After entering the API key and domain in Pabbly Connect, click on ‘Save’. This will establish the connection between Systeme.io and Pabbly Connect.

5. Mapping Lead Details to Create Contacts

With the connection established, it’s time to map the lead details from Justdial to create a new contact in Systeme.io. In Pabbly Connect, you will see fields to fill in the contact details. Instead of typing manually, use the mapping feature.

Mapping allows you to dynamically insert data from the previous step. For instance, you can map the first name, last name, email address, and other details from the Justdial lead. Ensure to fill in the required fields, such as the email address, before clicking on ‘Save and Send Test Request’.

Once you execute this step, Pabbly Connect will send a test request to Systeme.io. If successful, you will receive a confirmation that the new contact has been created. You can verify this by checking the contacts section in Systeme.io, where you should see the new lead details reflected accurately.

Conclusion

In this tutorial, we explored how to automatically add Justdial leads to Systeme.io using Pabbly Connect. By setting up triggers and actions, you can streamline your lead management process efficiently. With Pabbly Connect, you can automate workflows that save time and reduce manual effort.