How to Add IndiaMART Leads to Salesforce Using Pabbly Connect

Learn how to automate the process of adding IndiaMART leads to Salesforce for UI/UX design services using Pabbly Connect with this step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for IndiaMART and Salesforce Integration

In this tutorial, we will explore how to use Pabbly Connect to add IndiaMART leads or inquiries directly into Salesforce for UI/UX design services. This process automates the transfer of leads, saving time and reducing manual data entry.

By integrating these two platforms, you can streamline your lead management. This setup allows every new inquiry from IndiaMART to be automatically captured in your Salesforce account, ensuring no potential client is overlooked.

2. Setting Up Pabbly Connect for Automation

To get started with Pabbly Connect, first, visit the Pabbly Connect homepage and sign up for a free account. Once logged in, you will be directed to the dashboard where you can create a new workflow.

• Click on the ‘Create Workflow’ button located at the top right corner.
• Name your workflow, for example, ‘Add IndiaMART Leads to Salesforce for UI/UX Design Services’.
• Select a folder to save your workflow.

After naming your workflow, you will need to set up a trigger. Select IndiaMART as your trigger application and choose the event as ‘New Leads’. This configuration allows Pabbly Connect to listen for new leads from your IndiaMART account.

3. Configuring the IndiaMART Integration with Pabbly Connect

Once you have set up the trigger in Pabbly Connect, the next step is to configure your IndiaMART account to send lead data to the webhook URL provided by Pabbly. Copy the webhook URL from your Pabbly workflow.

Log in to your IndiaMART seller account and navigate to the Lead Manager. Click on ‘Import/Export Leads’ and then select ‘Push API’. Here, you need to enter the CRM platform name as ‘Pabbly Connect’ and paste the webhook URL you copied earlier.

• Select ‘Other’ as the source.
• Generate an OTP and enter it to confirm the setup.

After successfully completing these steps, your IndiaMART account will now send new leads to Pabbly Connect, which will trigger the next action in the workflow.

4. Adding Leads to Salesforce Using Pabbly Connect

Now that your IndiaMART account is connected to Pabbly Connect, the next step is to set up the action to add these leads to Salesforce. In your Pabbly workflow, select Salesforce as your action application.

Choose the action event as ‘Create Lead’. You will need to connect your Salesforce account with Pabbly Connect. Click on ‘Connect with Salesforce’ and authorize the connection to allow Pabbly to access your Salesforce data.

Map the fields from the IndiaMART lead response to Salesforce fields. Ensure to include lead name, email, phone number, and other relevant details.

After mapping the necessary fields, click on ‘Send Test Request’ to ensure the integration works. If successful, you will see the new lead created in your Salesforce account.

5. Testing and Finalizing the Integration

To finalize your integration, you should test the entire workflow. Generate a test lead in your IndiaMART account and monitor if it appears in Salesforce through Pabbly Connect.

If the lead appears correctly in Salesforce, your setup is complete. You can now manage your leads efficiently without manual entry. This automation ensures you can focus more on converting leads into clients rather than data handling.

Remember, if you encounter any issues, you can always refer back to the Pabbly Connect documentation or support for assistance. Automating your lead management with Pabbly Connect not only saves time but also enhances your business workflow.

Conclusion

In conclusion, using Pabbly Connect to integrate IndiaMART leads into Salesforce significantly streamlines your lead management process. By following the steps outlined, you can automate lead transfers and focus on nurturing your potential clients effectively.