Learn how to automate adding Just Dial leads into Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Automation
To automate adding Just Dial leads into Google Sheets, you will first need to access Pabbly Connect. Begin by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and receive 100 free tasks each month.
After signing in, you will see the Pabbly dashboard. Click on the Pabbly Connect application to enter the automation setup. This is where you will create the workflow that connects Just Dial with Google Sheets, streamlining your lead management process.
2. Creating a Workflow in Pabbly Connect
With Pabbly Connect, you can create a workflow that automates the process of adding leads to Google Sheets. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will prompt you to name your workflow and select a folder.
- Name your workflow: ‘Add Just Dial Leads in Google Sheets Automatically’.
- Select the folder where you want to save this workflow.
Once you have named your workflow and chosen the folder, click on the ‘Create’ button. Your new workflow will now be visible in the dashboard, ready for the next steps of setting up triggers and actions.
3. Setting Up the Trigger with Just Dial
The next step involves setting up the trigger for your workflow using Pabbly Connect. Click on the trigger section to select Just Dial as your trigger application. The trigger event should be set to ‘New Leads’ to capture any new leads generated through Just Dial.
Pabbly Connect will provide you with a webhook URL. This URL acts as a bridge between Just Dial and Pabbly Connect. Since Just Dial does not allow direct input of the webhook URL, you need to send this URL to your Just Dial point of contact or backend team for configuration.
4. Setting Up the Action with Google Sheets
After successfully configuring the trigger, the next step is to set up the action using Pabbly Connect. Choose Google Sheets as your action application and select the action event as ‘Add New Row’. This will allow you to create a new entry in your Google Sheets whenever a new lead is captured.
To connect Google Sheets, click on the ‘Connect’ button, and either add a new connection or select an existing one. You will need to sign in with your Google account and allow the necessary permissions for Pabbly Connect to access your Google Sheets.
- Select the spreadsheet where you want to store the lead details.
- Choose the specific sheet within that spreadsheet.
Next, you will map the fields from the Just Dial response to the corresponding columns in your Google Sheets, ensuring that all relevant lead details are captured accurately.
5. Testing and Verifying the Integration
Once you have set up the action, it’s time to test the integration using Pabbly Connect. Click on the ‘Save and Test Request’ button to verify that the data is being sent to Google Sheets correctly. You should receive a positive response indicating that the integration is functioning as intended.
To confirm, open your Google Sheets and check if the lead details have been added successfully. You should see the first name, last name, email, phone number, category, and area of the new lead recorded in your spreadsheet.
This automation not only saves time but also ensures that no leads are missed, allowing you to focus on converting these leads into clients efficiently.
Conclusion
In this tutorial, we explored how to use Pabbly Connect to automate the process of adding Just Dial leads into Google Sheets. By following these steps, you can streamline lead management and enhance your business efficiency. This integration helps in capturing leads automatically, ensuring you never miss an opportunity.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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