Automatically Add Leads from JustDial to Zoho CRM Using Pabbly Connect

Learn how to automatically add leads from JustDial to Zoho CRM using Pabbly Connect with this detailed step-by-step tutorial. Optimize your lead management process today!

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating the addition of leads from JustDial to Zoho CRM, you need to access Pabbly Connect. Start by visiting the Pabbly website and signing in to your account. If you are new to Pabbly, you can sign up for free and receive 100 tasks monthly.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find options to create new workflows. Click on the ‘Create Workflow’ button to initiate the process of integrating JustDial with Zoho CRM.

2. Creating a New Workflow in Pabbly Connect

In this step, you will create a workflow specifically designed to add leads from JustDial to Zoho CRM automatically. Choose the classic workflow builder for a familiar setup. Name your workflow, such as ‘Add Leads from JustDial to Zoho CRM Automatically,’ and select the appropriate folder for organization.

• Select the Classic Workflow option.
• Name your workflow accordingly.
• Choose a folder to save your workflow.

After creating the workflow, you will see two boxes: one for the trigger and another for the action. The trigger will be set to JustDial, and the action will be set to Zoho CRM. This setup ensures that whenever a new lead is captured from JustDial, it is automatically added to Zoho CRM using Pabbly Connect.

3. Setting Up the Trigger with JustDial

To set up the trigger, select JustDial as the trigger application and choose the event as ‘New Leads.’ This will enable the workflow to activate whenever a new lead is captured. Next, Pabbly Connect will provide you with a webhook URL that you need to configure in your JustDial account. using Pabbly Connect

Since JustDial does not allow direct configuration of webhook URLs through its user interface, you will need to share this URL with your JustDial account manager. They will assist you in setting up the webhook correctly. Once configured, you can test the connection by capturing a lead response.

4. Configuring the Action to Add Leads to Zoho CRM

For the action step, select Zoho CRM as the application and choose the action event ‘Insert Update Record with Sub Form Data.’ After connecting to Zoho CRM, you will need to enter the domain, which is typically ‘zoho.com.’ This connection allows Pabbly Connect to send data to your CRM seamlessly.

Next, map the fields from JustDial to the corresponding fields in Zoho CRM. For instance, map the first name, last name, email address, and phone number from the lead details received from JustDial. This mapping ensures that every new lead is accurately reflected in your Zoho CRM without manual entry.

5. Testing the Integration and Verifying Leads

Once you have completed mapping the fields, it’s time to test the integration. Click on the ‘Save and Send Test Request’ button in Pabbly Connect. This action will send the lead data to Zoho CRM, creating a new lead entry.

To verify the successful creation of the lead, log into your Zoho CRM account and check the Leads section. You should see the newly created lead with the details you mapped earlier. This confirms that your automation workflow is functioning correctly, and every new lead from JustDial will now be added to Zoho CRM automatically.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of adding leads from JustDial to Zoho CRM. By following the steps outlined, you can streamline your lead management process and enhance productivity. Automate your workflows with Pabbly Connect and focus more on growing your business!