Automating Lead Data Transfer to Custom CRM

[Rutvik Pandya]

Hello Pabbly Community,

I am currently using Pabbly Connect to streamline my lead management process. I have leads coming from various platforms (e.g., IndiaMART, Facebook, Google Ads) and I want to automate the process of transferring these leads to my custom-made CRM.

Could anyone guide me on how to set up workflows in Pabbly Connect to achieve this? Specifically, I am looking for:

1. Best practices for setting up connections between multiple lead sources and my CRM.
2. How to handle different data formats from various platforms.
3. Tips for ensuring data accuracy and avoiding duplicates.

Any examples or step-by-step guides would be greatly appreciated.

Thank you in advance for your help!

 

[Supreme]

Hey @Rutvik Pandya

Regarding your concern about setting up a workflow to gather leads from Indiamart, Facebook, and Google Ads for further processing, we recommend watching the following video lesson. It will guide you through creating the workflow and processing the data according to your requirements.

And for more tutorial video lessons you can watch the videos from your YouTube Channel.

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