Learn how to automate adding 99acres leads to your CRM using Pabbly Connect. Step-by-step guide with detailed instructions and features of Pabbly Connect. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To start automating your lead management, you will need to access Pabbly Connect. If you are an existing user, simply open your workflow builder. For new users, visit the Pabbly Connect landing page and sign up for free to explore the platform.
Once logged in, navigate to the dashboard of Pabbly Connect and open your workflow builder. This is where you will set up the integration process for adding 99acres leads to your CRM.
2. Setting Up the Trigger with 99acres
The first step in your automation journey is to set up the trigger. In Pabbly Connect, click on ‘Add Trigger’ and search for 99acres as your trigger application. Select it and choose the trigger event as ‘New Leads’. After this, click on ‘Connect’.
- Search for 99acres in the trigger application.
- Select ‘New Leads’ as the trigger event.
- Click ‘Connect’ to generate a webhook URL.
Copy the generated webhook URL and contact your account manager at 99acres to have this URL added to your account. This step is crucial, as 99acres does not allow users to add the webhook URL directly through their interface.
3. Capturing Lead Details from 99acres
Once the webhook URL is successfully added to your 99acres account, Pabbly Connect will start capturing lead details automatically. You will see the lead details appear as a webhook response, including important information such as name, phone number, email, and company name.
After capturing the webhook response, you can proceed to create a new contact in your CRM using these details. For this tutorial, we will use Salesforce as the CRM, but Pabbly Connect supports many CRM applications including HubSpot and Zoho CRM.
4. Adding Action Step to Create a Contact in CRM
Now it’s time to add an action step in Pabbly Connect. Click on ‘Add New Action Step’ and search for Salesforce as the action application. Choose ‘Create Contact’ as the action event and click ‘Connect’.
- Select Salesforce as the action application.
- Choose ‘Create Contact’ as the action event.
- Connect to your Salesforce account by allowing necessary permissions.
To establish a connection, ensure you are logged into your Salesforce account. When prompted, allow Pabbly Connect the necessary permissions to access your Salesforce data. Once connected, you will be able to map the lead details captured from 99acres to the appropriate fields in Salesforce.
5. Mapping Lead Details and Testing the Workflow
The final step involves mapping the captured lead details to the fields in Salesforce. In Pabbly Connect, you will see fields corresponding to the contact details. Instead of typing the details manually, you will use the mapping feature to dynamically insert data from the previous step.
After mapping the lead details, click on ‘Save and Send Test Request’ to test the integration. You should receive a positive response indicating that the contact has been successfully created in Salesforce. Refresh your Salesforce contact list to verify that the new lead appears with the correct details.
Conclusion
By following these steps, you can effectively automate the process of adding 99acres leads to your CRM using Pabbly Connect. This integration saves time and ensures that your lead data is accurately captured and managed. Start using Pabbly Connect today to streamline your lead management process.
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