Learn how to sync your 99acres leads to Zoho CRM instantly using Pabbly Connect. Follow this step-by-step guide for seamless integration. 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 for Integration
To sync your 99acres leads to Zoho CRM instantly, you first need to access Pabbly Connect. Start by visiting the Pabbly website at Pabbly.com. Here, you can sign in or create a new account if you are a first-time user.
Once logged in, navigate to the Pabbly Connect dashboard. This is where you will create your automation workflow. Pabbly Connect allows you to seamlessly integrate various applications without any coding skills required.
2. Creating Your Workflow in Pabbly Connect
After accessing 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 beta workflow builder and the classic version. For this tutorial, select the new beta option for its modern features.
- Click on the ‘Create’ button after naming your workflow.
- Select a folder for your workflow, such as ‘All Automations’.
Once your workflow is created, you will see a prompt to set up a trigger application. This is the application that will start the automation process whenever a new lead is received from 99acres.
3. Setting Up the Trigger with 99acres
In this step, you will configure 99acres as your trigger application in Pabbly Connect. Select 99acres and choose the trigger event as ‘New Leads’. This configuration ensures that every time a new lead is generated, it will initiate the workflow.
Next, you will need to connect 99acres with Pabbly Connect using a webhook URL. This URL acts as a bridge between the two applications. Since 99acres does not allow direct input of this URL, you will need to send it to your account manager at 99acres, who will set it up for you.
4. Adding Action Step to Insert Leads into Zoho CRM
After successfully setting up the trigger, the next step is to add an action step to insert the captured leads into Zoho CRM using Pabbly Connect. Select Zoho CRM as your action application and choose the action event as ‘Insert/Update Record with Sub Form Data’.
- Connect to Zoho CRM by entering the required domain.
- Map the lead details from 99acres to the corresponding fields in Zoho CRM.
Make sure to use the mapping feature instead of entering static data, ensuring that every new lead is dynamically added to your CRM. After completing the mapping, click on ‘Save and Send Test Request’ to verify that the integration works correctly.
5. Verifying the Integration Success
Finally, to confirm that your integration is successful, check Zoho CRM for the newly created lead. Refresh the Zoho CRM page, and you should see the lead details accurately reflected in your CRM system, thanks to Pabbly Connect.
This entire process demonstrates how effectively Pabbly Connect automates the lead capturing from 99acres to Zoho CRM, saving you valuable time and effort. You can now focus on managing your leads rather than manually entering them into your CRM.
Conclusion
By following this guide, you have successfully integrated 99acres leads with Zoho CRM using Pabbly Connect. This automation not only simplifies your workflow but also enhances your efficiency in managing real estate leads.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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