Automatically Add Justdial Leads to CRM

Learn how to automatically add Justdial leads to Zoho CRM using Pabbly Connect with this step-by-step tutorial. Streamline 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 Automation

To start automating the lead management process, you first need to access Pabbly Connect. Open your browser and search for Pabbly.com/connect. Here, you will find options to sign in or sign up for free. Signing up allows you to explore the software with 100 free tasks each month.

If you are an existing user, simply sign in to your account. After logging in, you will see all available applications. To proceed, click on the ‘Access Now’ button for Pabbly Connect, which will take you to the dashboard where you can start building your workflow.

2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, the first step is to create a new workflow. Click on the ‘Create Workflow’ button. You will have two options: create from scratch or use AI. Select ‘Create from Scratch’ to begin.

• Name your workflow, for example, ‘Automatically Add Justdial Leads to CRM’.
• Choose a folder for your workflow, such as ‘Automation’.

After naming your workflow and selecting a folder, click on the ‘Create’ button. This action will set up your new workflow and allow you to proceed to the next steps of automation.

3. Setting Up Trigger for Justdial Leads

To automate the process of adding leads, you need to set up a trigger in Pabbly Connect. Select ‘Justdial’ as your application and choose the event as ‘New Leads’. Click on the ‘Connect’ button to establish the connection.

Once connected, Pabbly Connect will provide you with a webhook URL. Copy this URL and configure it in your Justdial account by sending it to your backend team. This setup ensures that every time a new lead is generated, it will automatically be captured by Pabbly Connect.

4. Adding Leads to Zoho CRM via Pabbly Connect

After setting up the trigger, the next step is to add the leads to Zoho CRM. In Pabbly Connect, select ‘Zoho CRM’ as the action application and choose the event ‘Create Contact’. Click on ‘Connect’ to link your Zoho CRM account.

When prompted, enter your Zoho domain, typically something like ‘zoho.com’, and click on ‘Save’. Once connected, you will need to map the data from Justdial leads to the corresponding fields in Zoho CRM, such as first name, last name, email, and contact number.

• Map the first name from the trigger step.
• Map the last name accordingly.
• Map the email address and contact number as well.

After mapping the necessary fields, click on ‘Save’ to complete the setup. This will ensure that whenever a new lead is captured from Justdial, it will automatically create a new contact in your Zoho CRM.

5. Testing and Verifying the Integration

Once the setup is complete, it’s important to test the integration to ensure everything works smoothly. Send a test lead through Justdial and check if it appears in Zoho CRM. In Pabbly Connect, you can refresh the window to see if the new contact has been created successfully.

If the lead appears in Zoho CRM, the integration is successful. This automated process allows you to manage your leads efficiently without manual entry, saving you time and effort. You can now focus on converting those leads into customers!

Conclusion

In this tutorial, we demonstrated how to automatically add Justdial leads to Zoho CRM using Pabbly Connect. By following these steps, you can streamline your lead management process and ensure that all inquiries are captured efficiently. Automate your workflow today with Pabbly Connect and enhance your business operations!