Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start your integration process with Pabbly Connect, navigate to the Pabbly Connect homepage. Here, you can either sign in if you are an existing user or click on “Sign Up Free” to create a new account. This initial step is crucial for accessing the automation features that Pabbly Connect offers.

Once logged in, you’ll be directed to the Pabbly Connect dashboard. From here, you can create a new workflow that will automate the process of sending leads from Pab to Google Sheets. This automation is designed to eliminate manual data entry, making your workflow efficient.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a new workflow using Pabbly Connect. Start by clicking on “Create New Workflow”. You will have the option to create from scratch or use the AI workflow builder. For this tutorial, we will choose to create from scratch.

  • Select “Just Dial” as your trigger application.
  • Choose the event “New Leads” from the dropdown.
  • Click on “Save & Continue” to proceed.

After setting up the trigger, Pabbly Connect will provide you with a Webhook URL. This URL is essential for connecting your Pab account to Pabbly Connect. Copy this URL and send it to your Just Dial backend team for integration.

3. Setting Up Just Dial with Pabbly Connect

Once you have the Webhook URL from Pabbly Connect, you need to configure it within your Just Dial account. This step ensures that every new lead captured by Just Dial is sent to Pabbly Connect automatically.

To set this up, reach out to your Just Dial account manager and provide them with the Webhook URL. Once they have configured it, Pabbly Connect will be ready to receive data from Just Dial. This integration allows for seamless data transfer without the need for manual entry.

After the setup is complete, test the integration by generating a dummy lead in Just Dial. You should see the lead data appear in Pabbly Connect, confirming that the connection is successful.

4. Integrating Google Sheets with Pabbly Connect

Now that your Just Dial account is connected to Pabbly Connect, the next step is to integrate Google Sheets. Click on “Add Action Step” in your workflow and select Google Sheets as the application.

  • Choose the action event “Add a New Row”.
  • Sign in to your Google account and grant Pabbly Connect access.
  • Select the Google Sheet where you want to store the leads.

Map the fields from your Just Dial leads to the corresponding columns in Google Sheets. This mapping process ensures that the lead information is accurately recorded in your spreadsheet.

5. Testing Your Automation

With your workflow set up, it’s time to test the automation. Generate a new lead in Just Dial and check if it appears in your Google Sheets automatically. This confirms that Pabbly Connect is functioning as intended.

If the lead does not appear, revisit the steps to ensure that the Webhook URL was correctly set up and that the Google Sheets integration is properly configured. Troubleshooting any issues at this stage is crucial for ensuring smooth operations in the future.

Once confirmed, you will have successfully automated the lead capture process using Pabbly Connect, saving you time and effort in managing your leads.

Conclusion

In this tutorial, we explored how to integrate Pabbly, Pab, and Google Sheets using Pabbly Connect. By following these steps, you can automate lead management efficiently, ensuring that no lead goes untracked. This integration enhances your business operations significantly.