Store JustDial Leads in CRM Without Copy-Paste

Learn how to store JustDial leads in your CRM without copy-pasting using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for JustDial Leads

To start storing JustDial leads in your CRM without copy-pasting, you need to access Pabbly Connect. This platform allows seamless integration between JustDial and your CRM, automating the process effectively. Begin by logging into your Pabbly Connect account.

Once logged in, navigate to the dashboard, where you can create a new workflow. This is where you’ll set up the integration that allows you to capture leads from JustDial directly into your CRM.

2. Creating a New Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button on your dashboard. Name your workflow something like ‘Store JustDial Leads’ to keep it organized. This step is crucial as it sets the foundation for your integration process.

• Click on the ‘Create Workflow’ button.
• Name your workflow (e.g., ‘Store JustDial Leads’).
• Select JustDial as the trigger application.

Next, select the trigger event, which will be when a new lead is captured on JustDial. This sets off the automation that will transfer the data into your CRM efficiently.

3. Setting Up JustDial as the Trigger

In this step, you will configure JustDial as the trigger application in Pabbly Connect. After selecting JustDial, you will be prompted to choose the specific trigger event. Choose ‘New Lead’ to ensure that every new lead is captured.

Once selected, you will need to connect your JustDial account to Pabbly Connect. Follow the prompts to authenticate your JustDial account, allowing Pabbly Connect to access your leads. This step is vital for ensuring data flows correctly.

4. Connecting Your CRM to Pabbly Connect

After setting up JustDial as your trigger, the next step is to connect your CRM to Pabbly Connect. Select your CRM application from the list of available integrations. This is where your JustDial leads will be sent automatically.

• Choose your CRM from the integrations list.
• Authenticate your CRM account as prompted.
• Map the fields from JustDial to your CRM accordingly.

Field mapping is essential to ensure that all lead information is accurately transferred to the correct fields in your CRM. This setup guarantees that you won’t miss any critical lead details.

5. Testing the Integration for Success

After configuring both JustDial and your CRM in Pabbly Connect, it’s time to test the integration. Click on the ‘Test’ button to ensure that leads are being captured correctly. This is a crucial step to confirm that everything is functioning as expected.

Once the test is successful, you will see a confirmation message indicating that your leads are now being stored in your CRM without any need for copy-pasting. This automation saves time and enhances your workflow efficiency.

Conclusion

Using Pabbly Connect, you can effortlessly store JustDial leads in your CRM without copy-pasting. This integration streamlines your lead management process, ensuring that you can focus on converting leads rather than manually entering data. Start automating today to enhance your productivity!