Integrating Justdial Leads to Apollo CRM Using Pabbly Connect

Learn how to instantly add Justdial leads to Apollo CRM using Pabbly Connect with this step-by-step tutorial. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To start integrating Justdial leads with Apollo CRM, access Pabbly Connect by visiting Pabbly.com/connect. This platform enables seamless automation between applications.

If you are a new user, click on ‘Sign Up Free’ to get started with 100 free tasks per month. Existing users can log in directly. Once logged in, click on ‘Access Now’ to enter the Pabbly Connect dashboard.

2. Create a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button to initiate the setup process. Here, you will name your workflow, for example, ‘Instantly Add Justdial Leads to Apollo CRM.’ This workflow will automate the process of adding leads from Justdial to Apollo CRM. using Pabbly Connect

Next, you will need to select a folder to save your workflow. You can choose an existing folder or create a new one. After this, click ‘Create’ to proceed. This sets the stage for defining the trigger and action needed for your integration.

• Click on ‘Create Workflow’ in the dashboard.
• Name your workflow appropriately.
• Select or create a folder for organization.

Now that your workflow is created, you are ready to set up the trigger that will initiate the automation.

3. Set Trigger for Justdial Leads

To set up the trigger, click on ‘Add Trigger’ in your workflow. Select Justdial as the application and ‘New Leads’ as the event. This will allow Pabbly Connect to listen for new leads from your Justdial account. using Pabbly Connect

Once you select the trigger, a webhook URL will be generated. Copy this URL and send it to your Justdial account manager since Justdial requires backend support to add webhook URLs. This step is crucial for receiving incoming lead data.

• Select Justdial as the application for your trigger.
• Choose ‘New Leads’ as the event.
• Copy the generated webhook URL for Justdial integration.

After sending the webhook URL to your Justdial backend team, wait for a confirmation response, which will indicate that the integration is set up correctly.

4. Add Action to Create Contact in Apollo CRM

With the trigger set, it’s time to add the action step. Select Apollo CRM as the application and choose ‘Create Contact’ as the action. This tells Pabbly Connect to create a new contact in Apollo CRM whenever a new lead is received from Justdial.

To connect Apollo CRM with Pabbly Connect, select ‘Add a New Connection’ and provide your API key. You can find this key in your Apollo account under the segment settings in the integrations section. Copy the API key and paste it into Pabbly Connect.

Choose Apollo CRM and ‘Create Contact’ for the action. Add a new connection using your API key. Paste the API key from your Apollo account.

After successfully connecting, you will need to map the fields from Justdial to Apollo CRM to ensure that the right data goes into the right fields.

5. Map Fields and Test the Integration

In this final step, map the fields from the Justdial lead data to the corresponding fields in Apollo CRM. For example, map the first name, last name, and email address from Justdial to their respective fields in Apollo CRM. using Pabbly Connect

Once you have completed mapping, click on ‘Save and Send Test Request’ to check if the integration works. You should receive a confirmation that a new contact has been created in Apollo CRM with the details from Justdial.

Map the first name, last name, and email from Justdial to Apollo CRM. Click ‘Save and Send Test Request’ to test the integration. Verify the new contact in Apollo CRM.

If successful, you will see the new contact in your Apollo CRM account, confirming that the integration is working perfectly. This automation will now run seamlessly in the background, adding new Justdial leads to Apollo CRM automatically.

Conclusion

By following these steps, you can effectively use Pabbly Connect to instantly add Justdial leads to Apollo CRM. This process automates lead management and ensures that no lead is missed, helping you streamline your workflow efficiently.