Watch Step By Step Video Tutorial Below





Accessing Pabbly Connect to Set Up Automation

To start using Pabbly Connect, open a new tab and type in pably.com/connect. This will take you to the Pabbly Connect landing page, where you can begin your automation journey. If you are a new user, click on the “Sign Up for Free” button to create an account and get 100 free tasks every month.

If you are an existing user, simply click on the “Sign In” button. Once logged in, you will be taken to the Pabbly dashboard, where you can manage your integrations. Pabbly Connect is designed to connect multiple applications seamlessly, making it an essential tool for automating your workflow.

Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the “Create Workflow” button. You will see three options for creating your workflow: “From Scratch”, “Using Pabbly Agent”, and “Quick Workflow Builder”. For this integration, select “Create Using Quick Builder” to simplify the process.

In the quick builder, type in your application name, such as “Just Dial to Zoho CRM”. This will help Pabbly Connect analyze your request and set up the workflow accordingly. Once you input the application name, select the action you want to perform. In this case, choose “Insert/Update Record with Subform Data”.

  • Select the desired action for your workflow.
  • Confirm the workflow setup by clicking on “Approve and Create”.
  • Open the created workflow to begin connecting applications.

After confirming the workflow, you will need to build connections between Just Dial and Zoho CRM using Pabbly Connect. This ensures that leads generated from Just Dial are automatically added to your Zoho CRM account.

Connecting Just Dial and Zoho CRM via Pabbly Connect

To connect Just Dial to Pabbly Connect, you will receive a webhook URL. This URL acts as a bridge between the two applications, allowing data to flow seamlessly. Copy this webhook URL and contact your Just Dial account manager to integrate it into your Just Dial account.

Once the webhook is set up, every time a new lead is generated on Just Dial, Pabbly Connect will capture the lead details automatically. You can refresh the workflow to check if the lead data is being captured correctly. This is a crucial step to ensure that your automation is functioning as intended.

  • Copy the webhook URL provided by Pabbly Connect.
  • Integrate the webhook URL into your Just Dial account.
  • Verify that leads are being captured in Pabbly Connect.

After confirming that leads are captured, the next step is to connect your Zoho CRM account with Pabbly Connect. This will allow the captured leads to be added directly into your Zoho CRM system.

Adding Captured Leads to Zoho CRM

With the connection established, it’s time to add the captured leads to Zoho CRM. Click on the “Connect” button in Pabbly Connect and select the option to add a new connection for Zoho CRM. You will need to enter your Zoho CRM domain, which can be found in your Zoho account URL.

After entering the domain, click on “Save” and provide the necessary authorization to allow Pabbly Connect to access your Zoho CRM account. Once connected, select the module name as “Leads” to ensure that the new leads are added correctly. You will then need to map the fields to ensure all necessary lead details are transferred accurately.

  • Enter your Zoho CRM domain in the connection settings.
  • Authorize Pabbly Connect to access your Zoho CRM account.
  • Map the necessary fields to ensure accurate data transfer.

Mapping is a critical step as it allows Pabbly Connect to automatically update lead information whenever new data is received from Just Dial. This automation ensures that your lead management process is efficient and error-free.

Testing the Integration Between Just Dial and Zoho CRM

After setting up the mapping, it’s essential to test the integration to ensure everything is functioning correctly. Click on “Save and Send Test Request” in Pabbly Connect. This will send a test lead to your Zoho CRM account. Refresh your Zoho CRM dashboard to check if the new lead has been added successfully.

You should see the lead details such as name, email ID, contact number, and city appear in your Zoho CRM account. This confirms that Pabbly Connect is effectively capturing and transferring lead data from Just Dial to Zoho CRM. If the test is successful, your automation is now fully operational.

  • Click “Save and Send Test Request” to initiate the test.
  • Refresh your Zoho CRM dashboard to verify the lead addition.
  • Check for all lead details to confirm successful integration.

This successful integration allows you to automate your lead management process, saving time and reducing manual effort. With Pabbly Connect, your leads from Just Dial will be automatically added to Zoho CRM without any manual intervention.

Conclusion

In this tutorial, we explored how to integrate Just Dial leads with Zoho CRM using Pabbly Connect. By following the steps outlined, you can automate your lead management process effectively. This integration not only saves time but also enhances your business’s efficiency.