Learn how to automate JustDial lead tracking in Google Sheets using Pabbly Connect for real-time management. Follow our step-by-step guide for seamless integration. 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 Lead Management
To capture and track JustDial leads in Google Sheets, you need to access Pabbly Connect. Start by visiting the Pabbly website and signing into your account. If you are a new user, you can sign up for free and get 100 tasks every month.
Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create workflows that automate your tasks. For this integration, you will be creating a workflow that connects JustDial to Google Sheets using Pabbly Connect.
2. Creating a New Workflow in Pabbly Connect
To create a new workflow, select the option to create a workflow in Pabbly Connect. Choose the new beta workflow builder for a modern experience. Name your workflow ‘Capture and Track JustDial Leads in Google Sheets for Real-Time Management’ and select a folder for organization.
- Click on the ‘Create’ button to finalize your new workflow.
- Choose JustDial as the trigger application.
- Select ‘New Lead’ as the trigger event.
After setting the trigger, you will be prompted to connect JustDial to Pabbly Connect. This connection will allow you to capture lead details automatically whenever a new lead is generated.
3. Setting Up the Trigger for JustDial
For the trigger setup, copy the provided webhook URL from Pabbly Connect. This URL acts as a bridge between JustDial and Pabbly. You will need to configure this URL in your JustDial account by reaching out to your account manager.
Once the webhook is configured, return to Pabbly Connect and wait for a response. This response confirms that the connection is successfully established. You will see the lead details such as name, phone number, and email address captured from JustDial.
4. Adding Google Sheets as the Action Step
Next, you will add Google Sheets as the action application in your workflow. In Pabbly Connect, click on the ‘Add New Action Step’ and select Google Sheets from the list. Choose the action event as ‘Add New Row’ to insert new lead details into your Google Sheet.
- Connect your Google account by signing in and granting permissions.
- Select the spreadsheet you want to use for tracking leads.
- Map the fields from the JustDial response to the corresponding columns in your Google Sheet.
After mapping the fields, execute the workflow by clicking on ‘Save and Send Test Request’. This will send the lead details to your Google Sheet, confirming that the integration works as intended.
5. Verifying the Integration in Google Sheets
To verify the integration, open your Google Sheet where you set up the lead tracking. You should see that the lead details from JustDial have been added automatically. This confirms that Pabbly Connect is successfully capturing and tracking leads in real-time.
By following these steps, you have automated the process of tracking JustDial leads in Google Sheets using Pabbly Connect. This saves time and ensures that you have real-time access to your lead data.
Conclusion
In this tutorial, we demonstrated how to capture and track JustDial leads in Google Sheets using Pabbly Connect. By automating this process, you can manage your leads efficiently and in real-time. Implement this integration to streamline your workflow and enhance your lead management.
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