Integrating IndiaMART Leads into Salesforce Using Pabbly Connect

Learn how to automate the transfer of IndiaMART leads into Salesforce for astrology services using Pabbly Connect. Step-by-step tutorial included. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for IndiaMART and Salesforce Integration

To begin integrating IndiaMART leads into Salesforce, you first need to access Pabbly Connect. This platform enables seamless automation between your applications, allowing you to connect various services effortlessly.

Start by visiting the Pabbly Connect website. If you are a new user, you can sign up for free and get 100 tasks every month. Existing users should simply log in to their accounts. Once logged in, click on the ‘Access Now’ button for Pabbly Connect, which will take you to the dashboard where you can create a new workflow.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of your dashboard. A dialog box will appear, prompting you to name your workflow. Enter a name like ‘Add IndiaMART Leads to Salesforce for Astrology Services’.

• Name your workflow appropriately.
• Select a folder to save your workflow.
• Click on the ‘Create’ button to finalize your workflow.

This workflow will manage the automation process of transferring leads from IndiaMART to Salesforce. After creating the workflow, you will see two sections: ‘Trigger’ and ‘Action’. The trigger will capture new leads from IndiaMART, while the action will add these leads to Salesforce.

3. Configuring the Trigger for IndiaMART Leads

In the trigger section of your Pabbly Connect workflow, select ‘IndiaMART’ as the trigger application. For the trigger event, choose ‘New Leads’. This setup will allow Pabbly Connect to capture new leads generated in your IndiaMART account.

Once you’ve selected the trigger application and event, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used to connect your IndiaMART account with Pabbly Connect.

• Log in to your IndiaMART account.
• Navigate to the ‘Lead Manager’ section.
• Select ‘Push API’ and paste the copied webhook URL.

After saving the webhook in IndiaMART, go back to your Pabbly Connect workflow. You should see a message indicating that it is waiting for a webhook response, confirming that the connection is established.

4. Testing the Integration with a Test Lead

Now that your trigger is set up, it’s time to test the integration. Generate a test lead in your IndiaMART account by selecting a dummy product and filling in the required details such as name, message, and GST number. Click the ‘Submit’ button to create the lead.

After submitting the test lead, return to your Pabbly Connect workflow and check if the response has been captured. You should see the details of the lead, including the unique query ID, status, name, and contact information. This confirms that Pabbly Connect is successfully receiving data from IndiaMART.

5. Setting Up the Action to Create Leads in Salesforce

With the trigger successfully configured, the next step is to set up the action to create leads in Salesforce. In the action section of your Pabbly Connect workflow, select ‘Salesforce’ as the action application and choose ‘Create Lead’ as the action event.

Click on the ‘Connect’ button to authorize Pabbly Connect to access your Salesforce account. After granting permission, map the necessary fields from the IndiaMART lead data to the corresponding fields in Salesforce. This includes first name, last name, email, phone number, and description.

Map the first name and last name fields using the data from the trigger. Fill in the title and company name. Click ‘Save and Test Request’ to check for successful lead creation.

Once you complete these steps, refresh your Salesforce leads page to confirm that the new lead has been added successfully. This demonstrates how Pabbly Connect automates the process of transferring leads from IndiaMART to Salesforce seamlessly.

Conclusion

In this tutorial, we explored how to integrate IndiaMART leads into Salesforce using Pabbly Connect. By following these steps, you can automate the process of lead management, saving time and enhancing efficiency in your astrology services business.