How to Add Leads from 99Acres to ERPNext CRM Using Pabbly Connect

Learn how to seamlessly add leads from 99Acres to ERPNext CRM using Pabbly Connect. Follow our step-by-step tutorial for a smooth integration process. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin the process of adding leads from 99Acres to ERPNext CRM, you need to access Pabbly Connect. First, visit the Pabbly Connect homepage by typing the URL Pabbly.com/connect. Here, you will find options to either sign in or sign up for a free account.

If you are a new user, click on the ‘Sign Up for Free’ button to create your account. Once registered, you will receive 100 free tasks every month, allowing you to explore the capabilities of Pabbly Connect and set up your automations effectively.

2. Creating a Workflow in Pabbly Connect

Next, you need to create a new workflow in Pabbly Connect. After signing in, click on the ‘Create Workflow’ option on your dashboard. A dialog box will prompt you to name your workflow; you can name it ‘Add Leads from 99Acres to ERPNext CRM’.

• Select a folder to save your workflow, such as ’99Acres to ERPNext CRM Automations’.
• Click on ‘Create’ to finalize the workflow setup.

Upon creation, you will see two windows open for setting up the trigger and action. The trigger will be from 99Acres, and the action will be directed to ERPNext CRM, allowing you to automate the lead addition process.

3. Setting Up Trigger and Action in Pabbly Connect

In this step, you will configure the trigger and action using Pabbly Connect. Select ’99Acres’ as your trigger application. The trigger event will be set to ‘New Lead’, which initiates the workflow whenever a new lead is generated.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. You need to copy this URL and configure it in your 99Acres account by contacting your account manager, as the 99Acres portal does not allow direct URL input.

• Ensure you have successfully set up the webhook to receive lead data.
• Wait for the webhook response to confirm that the connection is established.

Once you receive a lead response in Pabbly Connect, you can proceed to set the action application to ERPNext CRM. Select ‘ERPNext CRM’ as your action application and choose ‘Add Lead’ as the action event to create a new lead in your CRM.

4. Configuring the ERPNext CRM Integration

Now, it’s time to configure the connection to ERPNext CRM through Pabbly Connect. When prompted, click on ‘Connect with ERPNext’. You will need to enter the ERPNext Base URL, App Client ID, and App Client Secret to establish the connection.

To find the Base URL, navigate to your ERPNext CRM account and copy the URL up to the ‘.com’ part. Ensure you remove any trailing slashes. For the App Client ID and App Client Secret, go to the integration section of ERPNext, where you can create a new OAuth client.

Click on ‘Add OAuth Client’ and enter a name for your app. Paste the redirect URL provided by Pabbly Connect into the redirect fields.

After saving the OAuth client, copy the App Client ID and App Client Secret back into Pabbly Connect to finalize the connection. This will enable the automation of adding leads to ERPNext CRM whenever a new lead is generated in 99Acres.

5. Finalizing Lead Creation in ERPNext CRM

In the final step, you will set up the lead creation process in ERPNext CRM through Pabbly Connect. Map the lead details received from 99Acres to the corresponding fields in ERPNext CRM. This includes first name, last name, email, and phone number.

For the name, use a text formatter to split the full name into first and last name if they are not provided separately. Ensure to format the phone number correctly with the country code (e.g., +91 for India).

Map the email and phone number accurately to ensure proper lead creation. Click on ‘Save and Send Test Request’ to verify that the lead is successfully created in ERPNext CRM.

After confirming that the lead has been added, you can check the lead section in ERPNext CRM to view the newly created lead with all the details. This confirms that the workflow is functioning correctly, automating the lead addition process from 99Acres to ERPNext CRM using Pabbly Connect.

Conclusion

In this tutorial, we covered how to add leads from 99Acres to ERPNext CRM using Pabbly Connect. By following the outlined steps, you can automate the lead generation process seamlessly, improving your workflow efficiency.