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

Learn how to automate lead addition from 99Acres to ERPNext CRM using Pabbly Connect in this detailed tutorial. Step-by-step guide included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for 99Acres and ERPNext CRM Integration

To start the integration process between 99Acres and ERPNext CRM, you first need to access Pabbly Connect. This platform allows you to automate workflows without any coding skills. Simply go to the Pabbly Connect homepage by typing the URL Pabbly.com/connect.

Once on the homepage, you will see options to sign in or sign up for free. If you are a new user, click on the ‘Sign up for free’ button to create your account, which gives you 100 free tasks every month to explore the platform. Existing users can click ‘Sign in’ to access their dashboard.

Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ option and name your workflow, for instance, ‘Add Leads from 99Acres to ERPNext CRM’. Select the folder where you want to save this workflow.

This workflow will operate on the principle of triggers and actions. Here, the trigger is set to 99Acres, and the action is set to ERPNext CRM. The workflow will automatically add a new lead from 99Acres to ERPNext CRM whenever a new lead is generated.

Setting Up Trigger for 99Acres in Pabbly Connect

In this section, you will set up the trigger for your workflow using Pabbly Connect. Select 99Acres as your trigger application, and then choose the trigger event as ‘New Lead’. This event will initiate the workflow whenever a new lead is generated in 99Acres.

Once you select the trigger event, a Webhook URL will be provided. This URL acts as a bridge for transferring lead data from 99Acres to Pabbly Connect. You need to copy this Webhook URL and send it to your account manager at 99Acres to configure it in your account, as 99Acres does not allow users to add Webhook URLs directly.

• Select 99Acres as the trigger application.
• Choose ‘New Lead’ as the trigger event.
• Copy the provided Webhook URL.
• Send the URL to your account manager at 99Acres.

After sending the URL, you will receive lead responses in Pabbly Connect, confirming that the connection is successful.

Configuring Action for ERPNext CRM in Pabbly Connect

Now that your trigger is set up, it’s time to configure the action for ERPNext CRM using Pabbly Connect. Select ERPNext CRM as your action application and choose the action event as ‘Add Lead’. This action will create a new lead in ERPNext CRM based on the data received from 99Acres.

Click on ‘Connect’ and select ‘Add New Connection’. You will need to enter the ERPNext base URL, app client ID, and app client secret. These details can be found in your ERPNext account under the integration section.

• Enter the ERPNext base URL (copy up to ‘.com’).
• Provide the app client ID and app client secret from ERPNext.
• Click ‘Save’ to connect.

Once connected, you will be able to map the lead details such as first name, last name, email, and mobile number to the respective fields in ERPNext CRM.

Finalizing Lead Creation in ERPNext CRM

With the action configured, your final step in Pabbly Connect is to map the lead details from the 99Acres response to the ERPNext CRM fields. You will map the first name and last name separately, and if the name is not split, use the Text Formatter by Pabbly to separate them.

After mapping all required fields, including the status as ‘Lead’, you can click on the ‘Save and Send Test Request’ button. This will create the lead in ERPNext CRM. You should check the leads section in ERPNext to confirm that the lead has been successfully added.

In summary, using Pabbly Connect allows for seamless integration between 99Acres and ERPNext CRM, enabling automatic lead addition without manual intervention. This automation significantly enhances efficiency and accuracy in lead management.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the addition of leads from 99Acres to ERPNext CRM. By following the steps outlined, you can streamline your lead management process effectively. Automating this workflow saves time and reduces errors, allowing you to focus on converting leads into clients.