How to Automate Adding New Clients from JustDial to Zoho CRM with Pabbly Connect

Learn to automate adding new clients from JustDial to Zoho CRM using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate adding new clients from JustDial to Zoho CRM, you first need to access Pabbly Connect. This powerful automation tool allows you to create workflows without any coding skills. Start by visiting the Pabbly Connect website at www.Pabbly.com/connect.

Once on the landing page, you will see options to sign in or sign up. If you’re a new user, sign up for free to receive 100 free tasks every month. Existing users can directly log into their accounts. After signing in, navigate to the Pabbly Connect dashboard to begin creating your workflow.

2. Creating a New Workflow in Pabbly Connect

Now that you are on the Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner. You can choose between the new beta method or the classic method; select the new beta method for this integration.

• Click on ‘Create Workflow’
• Name your workflow: ‘Add New Clients from JustDial to Zoho CRM Automatically’
• Select the folder to save your workflow

After naming your workflow and selecting the appropriate folder, click on the ‘Create’ button. This will initiate the process of setting up your trigger step, which is crucial for the automation.

3. Setting Up the Trigger Step in Pabbly Connect

The trigger step is essential as it defines when the automation will start. In this case, you will select JustDial as your trigger application. Choose the event as ‘New Leads’ to capture new lead data automatically. using Pabbly Connect

After selecting JustDial, click on the ‘Connect’ button. Pabbly Connect will provide you with a webhook URL. This URL is vital for connecting JustDial to Pabbly Connect. Copy this URL and provide it to your JustDial account manager to set up the connection.

Once the connection is established, Pabbly Connect will capture the response of the new lead generated in JustDial. You will see the lead details such as first name, last name, email, and phone number displayed in Pabbly Connect.

4. Setting Up the Action Step to Add Contacts in Zoho CRM

After successfully setting up the trigger, the next step is to configure the action step to add the captured lead data into Zoho CRM. Select Zoho CRM as your action application and choose the event ‘Create Contact’. Click on the ‘Connect’ button to establish this connection. using Pabbly Connect

You will be prompted to enter your Zoho CRM account domain. Log into your Zoho CRM account and find your domain in the URL. Copy this domain and paste it into the required field in Pabbly Connect. After saving, grant the necessary permissions to complete the connection.

• Set the lead source to ‘JustDial Leads’
• Map the lead data fields such as first name, last name, email, and phone number
• Fill in any additional details as required

After mapping the necessary fields, click on ‘Save and Send Test Request’. If successful, you will receive a positive response indicating that the contact has been created in Zoho CRM.

5. Verifying the Integration between JustDial and Zoho CRM

To ensure that the automation works correctly, go to your Zoho CRM contacts page. Refresh the page to see if the new contact has been added successfully. The contact should display the details captured from JustDial, confirming that the integration via Pabbly Connect was successful.

Now, every time a new lead is generated in your JustDial account, the trigger will capture the response, and the lead’s data will automatically be added as a contact in Zoho CRM. This seamless integration saves you time and effort in managing your client data.

With Pabbly Connect, you have automated the entire process without needing any coding skills, streamlining your client onboarding workflow effectively.

Conclusion

In this tutorial, we explored how to automate adding new clients from JustDial to Zoho CRM using Pabbly Connect. This integration simplifies client management and enhances your workflow efficiency, allowing you to focus on growing your business.