Sync Housing.com with ERPNext CRM Using Pabbly Connect for Effective Lead Management

Learn how to seamlessly sync Housing.com with ERPNext CRM using Pabbly Connect for efficient lead management. Step-by-step tutorial 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

1. Accessing Pabbly Connect for Integration

To sync Housing.com with ERPNext CRM, you first need to access Pabbly Connect. This platform allows you to automate your workflows without any coding skills. Start by visiting the Pabbly Connect website and either sign in or create a new account.

Once logged in, you’ll find the dashboard where you can manage your workflows. Click on the ‘Create Workflow’ button to begin setting up your integration. This is where you will connect Housing.com and ERPNext CRM through Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow for syncing Housing.com with ERPNext CRM. Click on ‘Create Workflow’, and a dialog box will appear. Name your workflow, for example, ‘Sync Housing.com and ERPNext CRM’.

• Provide a name for the workflow.
• Select the folder to save your workflow.
• Click on ‘Create’ to proceed.

Once the workflow is created, you’ll see two sections: Trigger and Action. In this case, the trigger will be Housing.com, and the action will be ERPNext CRM. This setup is essential for automating lead capture through Pabbly Connect.

3. Setting Up the Trigger with Housing.com

The next step involves setting up the trigger in Pabbly Connect. Select Housing.com as your trigger application. Choose the trigger event as ‘New Lead’, which will initiate the workflow whenever a new lead is generated.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL needs to be configured in your Housing.com account. Since Housing.com does not allow direct integration via its user interface, contact your account manager to set this up.

• Copy the provided webhook URL.
• Send the URL to your Housing.com account manager.
• Wait for confirmation that the webhook is set up.

Once the webhook is configured, you will start receiving lead data in Pabbly Connect whenever a new lead is created in Housing.com.

4. Configuring the Action with ERPNext CRM

Now that the trigger is set, it’s time to configure the action in Pabbly Connect. Select ERPNext CRM as your action application. Choose the action event as ‘Add Lead’ to ensure that leads captured from Housing.com are added to your ERPNext CRM.

To connect with your ERPNext account, you will need to enter details like the ERPNext base URL, app client ID, and app client secret. These details are necessary for Pabbly Connect to communicate with your ERPNext CRM account effectively.

Copy the base URL from your ERPNext account without the trailing slash. Generate the app client ID and secret from the ERPNext Integrations section. Paste these details into the respective fields in Pabbly Connect.

After entering these details, allow Pabbly Connect to access your ERPNext account, and you will be ready to map the lead details.

5. Mapping Lead Details into ERPNext CRM

Once the connection is established, you can map the lead details received from Housing.com into ERPNext CRM using Pabbly Connect. Begin by mapping fields such as first name, last name, email, and phone number from the lead data.

Ensure that you map these fields dynamically, meaning that the data will change with each new lead. For instance, select the first name from the response received from Housing.com and map it to the first name field in ERPNext CRM.

Map the first name, last name, email, and phone number. Add any additional details like qualification status and country if needed. Click on ‘Save and Send Test Request’ to ensure integration works.

Once the test request is successful, you will see the new lead created in your ERPNext CRM, confirming that the integration through Pabbly Connect is successful.

Conclusion

In this tutorial, we demonstrated how to sync Housing.com with ERPNext CRM using Pabbly Connect. This integration allows for effective lead management by automating the process of lead capture without requiring coding skills. By following the outlined steps, you can streamline your workflow and enhance your CRM capabilities.