Integrate 99acres Leads to CRM with Pabbly Connect and Notify Sales Team on Discord

Learn how to use Pabbly Connect to seamlessly integrate 99acres leads into Zoho CRM and instantly notify your sales team on Discord with this detailed tutorial.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Start Automation

To begin integrating 99acres leads into your CRM, first access Pabbly Connect by navigating to the Pabbly Connect website. You can do this by entering ‘Pabbly.com/connect’ in your browser. This platform is essential for creating automated workflows without any programming knowledge.

Once on the Pabbly Connect landing page, you will see options to either sign in or sign up for free. New users can sign up and receive 100 free tasks monthly. Existing users should click on the ‘Sign In’ button to access their dashboard, where they can create and manage workflows.

2. Create a New Workflow in Pabbly Connect

After signing in, the next step is to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button, which will prompt you to name your workflow. For this integration, name it ‘Add 99acres Leads to CRM and Instantly Notify Sales Team on Discord’ and select an appropriate folder for saving.

The workflow window will open, displaying options for triggers and actions. Triggers initiate the workflow, while actions are the responses. For this integration, select 99acres as the trigger application and choose ‘New Leads’ as the trigger event.

• Access Pabbly Connect and sign in.
• Click on ‘Create Workflow’ and name it.
• Select 99acres as the trigger application.

After selecting the trigger, Pabbly Connect will provide a webhook URL. This URL must be copied and configured in your 99acres account to receive lead details automatically. Contact your 99acres account manager to set up this webhook integration.

3. Map Lead Details to Zoho CRM Using Pabbly Connect

Once the webhook is set up, the next step in Pabbly Connect is to map the lead details into Zoho CRM. Select Zoho CRM as the action application and choose ‘Create Lead’ as the action event. This will allow you to add the lead details captured from 99acres.

To connect to Zoho CRM, click ‘Add New Connection’ and enter your Zoho domain. After connecting, you will need to map the lead details such as first name, last name, email, and city from the previous step. This mapping ensures that the data is dynamically inserted into your CRM.

• Select Zoho CRM as the action application.
• Choose ‘Create Lead’ as the action event.
• Map the lead details from 99acres.

After mapping the lead details, click on ‘Save and Send Test Request’ to ensure that the lead is successfully created in Zoho CRM. Refresh your Zoho CRM dashboard to confirm that the new lead details appear correctly.

4. Notify Sales Team on Discord via Pabbly Connect

The final step in this integration process is to notify your sales team on Discord whenever a new lead is added. In Pabbly Connect, add another action step and select Discord as the action application. Choose ‘Send Channel Message Markdown’ as the action event to send a formatted message to your team.

To set this up, you will need to create a webhook in Discord. Navigate to your server settings, select integrations, and create a new webhook. Copy the webhook URL and paste it back into Pabbly Connect. Then, compose your message by mapping the lead details you want to share with your team.

Select Discord as the action application. Choose ‘Send Channel Message Markdown’ as the action event. Map the lead details into the message.

After setting up the message, click ‘Save and Send Test Request’ to verify that the message is sent to your Discord channel. Your sales team will now receive instant notifications whenever a new lead is captured from 99acres.

5. Conclusion: Streamline Your Lead Management with Pabbly Connect

By following this tutorial, you have successfully integrated 99acres leads into Zoho CRM and set up notifications for your sales team on Discord using Pabbly Connect. This automation ensures that no lead is missed, allowing your team to respond promptly and effectively.

Utilizing Pabbly Connect for this integration not only saves time but also enhances your lead management process, making it easier to convert leads into clients. Start automating your workflows today and experience the benefits of seamless integration.