Add Justdial Leads to Monday.com Automatically

Learn how to automatically add Justdial leads to Monday.com using Pabbly Connect with this step-by-step tutorial. Optimize your lead management today! Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start adding Justdial leads to Monday.com automatically, you need to access Pabbly Connect. If you’re a new user, go to your browser and search for pabbl.com/connect. This will take you to the landing page of Pabbly Connect.

In the top right corner, click on the option to sign up for free. This allows you to explore Pabbly Connect with hundreds of free tasks every month. Once you log in, open your workflow builder to begin setting up the automation.

2. Setting Up the Trigger in Pabbly Connect

To set up your automation, you need to configure the trigger in Pabbly Connect. Click on the ‘Add Trigger’ button and search for Justdial. Select it as your trigger application.

• Choose the event as ‘New Leads’.
• Click on ‘Connect’ to generate the webhook URL.

Copy the generated webhook URL. You will need to configure this URL in your Justdial account by contacting your account manager, as Justdial does not allow users to add webhook URLs directly through their interface.

3. Capturing Lead Details from Justdial

After setting up the webhook, you can capture lead details from Justdial through Pabbly Connect. Ensure that your account manager has added the webhook URL correctly to your Justdial account.

Once the webhook is configured, you will see the lead details captured in Pabbly Connect. This includes the first name, last name, phone number, email, and company name. This data will be essential for the next steps in your automation.

4. Adding Captured Leads to Monday.com

Now that you have captured the lead details, it’s time to add them to Monday.com using Pabbly Connect. Click on ‘Add New Action Step’ and select Monday.com as your action application.

• Choose the event as ‘Create Item’.
• Click on ‘Connect’ and either select an existing connection or create a new one.

If creating a new connection, you will need to provide your API token from Monday.com. This can be found in your Monday.com account under your profile settings in the ‘Developers’ section. Copy the API token and paste it into Pabbly Connect to establish the connection.

5. Mapping Lead Details to Monday.com

With the connection established, you can now map the lead details to the appropriate fields in Monday.com. Select the board where you want to add the lead details. using Pabbly Connect

For the item name, you can enter a static name like ‘New Lead from Justdial’. Then, map the lead details such as name, email, and phone number to their respective fields in Monday.com. Ensure that the status is set to ‘Working on it’ by default, which your team can update later.

After mapping all the details, click on ‘Save and Send Test Request’. If successful, you will receive a confirmation that the details have been added to Monday.com. Your sales team will now have instant access to these leads without any manual entry.

Conclusion

Using Pabbly Connect to automate the addition of Justdial leads to Monday.com streamlines your workflow significantly. This integration allows your sales team to access lead information instantly, improving efficiency and response times.

Try this automation for your business today and experience the benefits of seamless lead management with Pabbly Connect.