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!

 

[Pabblymember11]

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.

Pabbly

Welcome to our enriching channel, your ultimate source for in-depth tutorials on Pabbly – an all-encompassing suite of robust software tools meticulously designed to streamline various facets of your business processes. Whether you aspire to supercharge your workflows through Pabbly Connect...

www.youtube.com

 

[Rutvik Pandya]

this is generic this videos explains me about google sheets and all I'm using custom CRM made by my developer
I want leads to display there through pabbly API or something

 

[Pabblymember11]

I want leads to display there through pabbly API or something

Please explain this part of the use case, so that we can check on its possibility.

 

[Rutvik Pandya]

I'm generating leads from different platforms
I simply want to use pabbly to direct these leads in my custom made CRM I dont want to add any google sheets or something
I simply want my leads to populate in my CRM

 

[Pabblymember11]

Concerning your issue, it is advisable to utilize the Pabbly API action step with a Custom API request, which allows you to directly submit the lead data.