How to Auto-Create Salesforce Tasks from JustDial Leads Using Pabbly Connect

Learn how to automate the creation of Salesforce tasks from JustDial leads using Pabbly Connect with this step-by-step tutorial. 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. Accessing Pabbly Connect for Integration

To automate the creation of Salesforce tasks from JustDial leads, you need to access Pabbly Connect. Start by visiting the Pabbly website and navigating to the Pabbly Connect section.

Once you’re on the homepage, you can either sign up for a new account or log in if you already have one. After logging in, you will see a dashboard that allows you to create workflows for automating various tasks.

2. Creating a Workflow in Pabbly Connect

To set up your integration, you must create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located on the top right corner of the dashboard. You will be prompted to name your workflow; you can name it something like ‘Auto Salesforce Task from JustDial Leads’.

• Select the folder where you want to save your workflow.
• Choose the trigger application, which in this case is JustDial.
• Set the trigger event to ‘New Leads’.

Once the workflow is created, you’ll be able to configure the trigger settings. This will allow Pabbly Connect to automatically capture new leads from JustDial.

3. Setting Up the Trigger for JustDial Leads

With the workflow created, the next step is to set up the trigger. In Pabbly Connect, select JustDial as the trigger application and choose the event as ‘New Leads’. This allows Pabbly to listen for new leads coming from your JustDial account.

You will receive a webhook URL from Pabbly Connect. Copy this URL and configure it in your JustDial account settings to send lead data to Pabbly. Make sure to test the connection to ensure everything is working correctly.

4. Creating a Salesforce Task from the Lead

After setting up the trigger, the next step is to create a task in Salesforce. In your workflow, add an action step and select Salesforce as the application. Choose the event as ‘Create Task’.

• Map the fields from the JustDial lead to the Salesforce task fields.
• Set the task subject, due date, and any other relevant details.
• Save the action to create the task in Salesforce.

This integration allows Pabbly Connect to automatically create a task in Salesforce whenever a new lead is received from JustDial, streamlining your workflow.

5. Testing the Integration

Once everything is set up, it’s crucial to test the integration. Send a test lead from JustDial and check if a task is created in Salesforce. This step ensures that your automation is functioning correctly.

If the task appears in Salesforce as expected, your integration is successful. If not, review your settings in Pabbly Connect and make necessary adjustments to ensure smooth operation.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the creation of Salesforce tasks from JustDial leads. By following these steps, you can streamline your lead management process and enhance productivity.