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Send 99acres Leads to Salesforce Automatically

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating your lead capture process, you need to access Pabbly Connect. Begin by typing ‘pabbly.com/connect’ into your browser. This will take you to the Pabbly Connect homepage.

Here, you will find two options: sign up for free or sign in if you are an existing user. New users can explore the platform with 300 free tasks every month. If you plan to purchase a subscription, remember to use the discount code provided in the tutorial for savings.

2. Creating a Workflow in Pabbly Connect

After signing in, you will see the Pabbly apps window. Click on the “Access Now” button under Pabbly Connect to reach the dashboard. This is where you will create your workflow.

In the dashboard, you will see three methods to set up your workflow. For this tutorial, we will use the Quick Builder method. This allows you to quickly create an automation workflow for your lead capture.

Select the Quick Builder option.
Follow the prompts to set up your trigger and action.

Once you have set up your workflow using Quick Builder, you will be ready to define the trigger and action that will automate the lead capture process.

3. Setting Up the Trigger in Pabbly Connect

In this step, you will configure the trigger for your workflow. The trigger is set to activate when a new lead is captured from 99acres. In Pabbly Connect, select the app and app event to receive a webhook URL.

Copy the webhook URL provided by Pabbly Connect and send it to the backend team of your 99acres account. They will integrate this URL to ensure that leads are sent directly to your Pabbly Connect account.

Copy the webhook URL from Pabbly Connect.
Contact your 99acres account manager to set up the integration.

Once the integration is activated, you will start receiving lead information in Pabbly Connect, allowing you to automate the process seamlessly.

4. Adding Leads to Salesforce CRM via Pabbly Connect

Now that you have set up the trigger, the next step is to add the captured leads to your Salesforce CRM. In Pabbly Connect, create a new connection with Salesforce.

Pabbly Connect will request access to your Salesforce account. Grant the necessary permissions to ensure your data remains secure. Once connected, you can map the lead details from the previous step to create a new contact in Salesforce.

Map the first name, last name, email, and phone number fields.
Click on “Save and Send Test Request” to verify the integration.

After successfully mapping the data, you should see a new contact created in your Salesforce account. This confirms that your automation is working correctly, and leads from 99acres are now being added automatically.

5. Conclusion

In this tutorial, we demonstrated how to automate lead capture from 99acres to Salesforce CRM using Pabbly Connect. By following the steps outlined, you can ensure that every new lead is automatically recorded in your CRM, streamlining your workflow and enhancing productivity.

Utilizing Pabbly Connect for this integration not only saves time but also minimizes the risk of manual errors, allowing you to focus on growing your business.