How to Add Justdial Leads to Salesforce Using Pabbly Connect

Learn how to integrate Justdial with Salesforce using Pabbly Connect. This step-by-step tutorial guides you through the process of adding leads seamlessly. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Justdial and Salesforce Integration

To add Justdial leads to Salesforce, you need to access Pabbly Connect. Start by opening a new tab and typing ‘Pabbly.com/connect’ in your browser. This will take you to the landing page of Pabbly Connect, where you can create the necessary connection between Justdial and Salesforce.

On the landing page, you will see options to either sign in or sign up for free. If you are a new user, click on the ‘Sign up for free’ button to get a trial of Pabbly Connect. Existing users should click on the ‘Sign in’ button to log into their accounts. Once logged in, click on the ‘Access Now’ button to enter your Pabbly Connect dashboard.

2. Creating a Workflow in Pabbly Connect

After accessing your dashboard, you will need to create a new workflow. Click on the ‘Create Workflow’ button to begin. You will be prompted to select a workflow builder; choose the ‘New’ option for a modern interface. Name your workflow ‘Add Just Leads to Salesforce’ and select an existing folder or create a new one for organization. using Pabbly Connect

• Click on the ‘Create’ button to proceed.
• This opens the workflow window where you can set triggers and actions.

This workflow window is crucial as it allows you to define the trigger and action for your automation. The trigger signifies when the process starts, and the action denotes what occurs as a result. Click on ‘Add Trigger’ to initiate the automation process.

3. Setting Up Justdial as the Trigger Application

To set up Justdial as your trigger application, search for ‘Justdial’ in the application list and select it. For the trigger event, choose ‘New Leads’ and click on ‘Connect’. A webhook URL will be generated, which is essential for connecting Justdial with Pabbly Connect.

Copy the provided webhook URL and reach out to your Justdial account manager to configure it in your Justdial account, as the user interface does not allow direct input of the URL. Once the URL is added, you will be able to capture lead details through Pabbly Connect.

4. Creating a Contact in Salesforce

Now that the trigger is set up, you need to create a contact in Salesforce whenever a new lead is captured from Justdial. To do this, click on ‘Add New Action Step’ and search for ‘Salesforce’. Select Salesforce as your action application and choose ‘Create Contact’ as the action event. using Pabbly Connect

• Choose to ‘Add a New Connection’ when prompted.
• Click on the blue ‘Connect with Salesforce’ button.

If you are already logged into Salesforce, permissions will be requested immediately. If not, you will need to enter your Salesforce credentials first. After granting permissions, you will be able to map lead details from Justdial to Salesforce, ensuring that the information is dynamic and updates with each new lead.

5. Finalizing the Integration and Testing

After mapping the necessary lead details, such as first name, last name, phone number, and email, click on ‘Save and Send Test Request’. You should receive a positive response indicating that a new contact has been created in Salesforce.

To verify, go to your Salesforce account and refresh the contacts section. You should see the newly created contact with the details you entered during the test submission. With this setup, every time a new lead comes from Justdial, Pabbly Connect will automatically create a corresponding contact in Salesforce without any manual intervention.

Conclusion

In this tutorial, we demonstrated how to seamlessly integrate Justdial leads into Salesforce using Pabbly Connect. This automation not only streamlines your workflow but also ensures that you never miss a lead. Try out Pabbly Connect today for your business and enhance your lead management process effortlessly.