Learn how to automate the integration of Just Dial leads into Google Sheets using Pabbly Connect. Streamline your lead management efficiently! Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To start the integration process, you need to access Pabbly Connect. This platform allows you to automate workflows between various applications like Just Dial and Google Sheets.
Begin by visiting the Pabbly Connect website. If you are a new user, sign up for a free account to get started. Existing users should log in to their account to access the dashboard, where you can create workflows for automation.
2. Creating a Workflow in Pabbly Connect
After logging into your Pabbly Connect account, you’ll need to create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard.
- Enter a name for your workflow, such as ‘Add Just Dial Leads to Google Sheets Automatically.’
- Select an appropriate folder to save your workflow.
- Click on the ‘Create’ button to finalize the setup.
Your workflow will now be created, and you will see two sections: Trigger and Action. Setting these up correctly is crucial for your automation to function properly.
3. Setting Up the Trigger with Just Dial
The next step is to configure the trigger for your workflow using Pabbly Connect. Click on the trigger application and select Just Dial as your trigger application.
Choose the trigger event as ‘New Lead.’ This means that every time a new lead is generated in Just Dial, Pabbly Connect will capture this information. You will be provided with a webhook URL that needs to be sent to your Just Dial backend team for integration.
4. Setting Up the Action with Google Sheets
Once the trigger is configured, you need to set up the action step. For this, select Google Sheets as the action application in Pabbly Connect.
- Select ‘Add New Row’ as the action event.
- Authorize Google Sheets by signing in and allowing Pabbly Connect access.
- Choose the spreadsheet and sheet where you want to add the lead details.
Map the fields from the Just Dial response to the corresponding columns in your Google Sheets. This ensures that the lead details are captured accurately.
5. Testing the Integration
After completing the setup in Pabbly Connect, it’s time to test the integration. Click on the ‘Save and Test Request’ button to check if the lead details are being captured correctly.
Open your Google Sheets to verify that the lead information has been added successfully. You should see the newly generated lead with all the details like first name, last name, email, and phone number filled in the respective columns.
Conclusion
Integrating Just Dial leads into Google Sheets using Pabbly Connect simplifies lead management for real estate agencies. By automating this process, you can ensure no lead is missed, allowing for more efficient follow-ups and conversions.
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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