How to Add New Customers from JustDial to Airtable Automatically Using Pabbly Connect

Learn how to automate adding new customers from JustDial to Airtable using Pabbly Connect. Step-by-step guide for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Automation

In this section, we will discuss how to use Pabbly Connect to automate the addition of new customers from JustDial to Airtable. This integration streamlines the process of managing customer leads, saving time and effort. By using Pabbly Connect, you can eliminate the need for manual data entry, ensuring that every inquiry is recorded accurately.

As a service-based business owner, receiving leads in real-time from JustDial and organizing them in Airtable is crucial. With Pabbly Connect, you can set up an automated workflow that captures new leads instantly. This allows you to focus more on follow-ups and service delivery without the hassle of manual entries.

2. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, visit the official website at www.Pabbly.com/connect. Here, you will find options to either sign in or sign up for free. If you’re a new user, you can create an account and enjoy 100 free tasks every month.

Once signed in, you will be directed to the Pabbly Connect dashboard. From here, you can create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner. Choose the new beta method for building your workflow, as it offers a more streamlined experience.

3. Creating Your Workflow in Pabbly Connect

After selecting the new beta method, you need to name your workflow. For instance, you could name it ‘Add New Customers from JustDial to Airtable Automatically’. Next, select a folder for your workflow and click on the ‘Create’ button. This will initialize your automation setup in Pabbly Connect.

• Name your workflow appropriately.
• Select a folder for better organization.
• Click on the ‘Create’ button to proceed.

Now, you will set up the trigger step. In Pabbly Connect, triggers are crucial as they initiate the workflow. Select JustDial as your trigger application and choose ‘New Leads’ as the trigger event. Click the ‘Connect’ button to establish the connection.

4. Connecting JustDial to Pabbly Connect

Upon clicking the connect button, Pabbly Connect will provide you with a webhook URL. This URL is essential for linking your JustDial account with Pabbly Connect. Reach out to your JustDial account manager and provide them with this URL to complete the integration setup.

After setting up the webhook, you can test the connection. Once a new lead is added in JustDial, Pabbly Connect will capture the lead’s details, such as first name, last name, email, and phone number. This data will be used in the next action step.

5. Adding Airtable as an Action Step

Now that the trigger is set, it’s time to add Airtable as your action application in Pabbly Connect. Select Airtable and choose ‘Create Record’ as the action event. Click the ‘Connect’ button to link your Airtable account.

Once connected, select the base that contains your leads data, such as ‘JustDial Leads’, and choose the appropriate table. You will need to map the fields from your JustDial leads to the Airtable fields, ensuring that the first name, last name, email, phone number, and message are correctly populated.

• Select the base name from Airtable.
• Map the fields accurately from JustDial to Airtable.
• Click ‘Save and Send Test Request’ to complete the setup.

After saving, you should see a response indicating that the record has been created successfully in Airtable. Refresh your Airtable to verify that the new lead appears as intended. This confirms that JustDial is now successfully integrated with Airtable through Pabbly Connect.

Conclusion

In conclusion, using Pabbly Connect allows you to automate the process of adding new customers from JustDial to Airtable seamlessly. This integration not only saves time but also ensures accurate data management. By following the steps outlined, you can set up this automation effortlessly, focusing more on your business rather than manual data entry.