How to Capture Leads from JustDial and Store Them in Airtable Using Pabbly Connect

Learn how to capture leads from JustDial and store them in Airtable for real-time follow-up using Pabbly Connect in this detailed tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To capture leads from JustDial and store them in Airtable, you first need to access Pabbly Connect. Start by visiting Pabbly.com/connect in your browser. This platform will serve as the central hub for your automation, enabling seamless integration between JustDial and Airtable.

Once on the homepage, you can choose to sign in if you’re an existing user or sign up for free to explore the features of Pabbly Connect. Signing up gives you access to 100 free tasks each month, which is perfect for testing your automation needs.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard. Here, you will create a new workflow to automate the lead capture process. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Select the workflow builder as ‘New Beta’ for a modern experience.
• Name your workflow something descriptive, like ‘Capture Leads from JustDial and Store Them in Airtable.’
• Choose a folder to save your workflow, such as ‘Automations.’

This setup is crucial for managing your workflows efficiently within Pabbly Connect. Once you’ve configured these settings, click on the ‘Create’ button to proceed with your automation.

3. Setting Up the Trigger with JustDial

With your workflow created, the next step is to set up the trigger. Click on the ‘Add Trigger’ button and select JustDial as your trigger application. Choose the event as ‘New Leads’ to capture incoming leads automatically.

Once selected, click on ‘Connect’ and you will receive a webhook URL. This URL is essential as it will connect JustDial with Pabbly Connect. Copy this URL and send it to your JustDial account manager to configure it on their backend, as JustDial does not allow direct webhook setup from the user interface.

4. Adding the Action Step to Create Records in Airtable

After setting up the trigger, it’s time to add the action step. Select Airtable as your action application and choose ‘Create Record’ as the event. Click on ‘Connect’ to establish a connection with your Airtable account.

• If your Airtable account is not connected, click on ‘Add a New Connection.’
• Grant access to Pabbly Connect to link your Airtable account.
• Select the base and table where you want to store the lead details.

Fill in the required fields by mapping the data from the JustDial trigger, such as phone number, name, and email. This mapping ensures that each new lead from JustDial automatically populates the corresponding fields in Airtable.

5. Testing the Automation for Successful Integration

Once you’ve configured the action step, it’s crucial to test the automation. Click on ‘Save and Send Test Request’ to verify that the lead details are being correctly sent to Airtable. You should see a successful response indicating that the new lead has been added. using Pabbly Connect

To confirm, refresh your Airtable table and check for the newly created record. This step validates that your integration is working seamlessly, capturing leads from JustDial and storing them in Airtable for real-time follow-up.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In summary, using Pabbly Connect to integrate JustDial with Airtable allows for efficient lead management. By automating the capture and storage process, you ensure timely follow-up on potential clients, enhancing your business operations.