Integrating IndiaMART Leads to Salesforce Using Pabbly Connect

Learn how to integrate IndiaMART leads into Salesforce for event planning using Pabbly Connect. Follow this step-by-step tutorial to automate lead management. 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. Accessing Pabbly Connect for Integration

To start integrating IndiaMART leads with Salesforce, you need to access Pabbly Connect. First, visit the Pabbly Connect website and log in using your credentials. If you are a new user, you can sign up for free to get started with automation.

Once logged in, you will see the dashboard with various Pabbly applications. Click on the option to access Pabbly Connect, which will allow you to create workflows for integrating different applications seamlessly.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow as ‘Add IndiaMART Leads to Salesforce for Event Planning and Service.’ Select the appropriate folder for saving this workflow.

• Click on ‘Create’ to open the workflow window.
• In the workflow, set up a trigger and an action for the integration.

In this workflow, the trigger will be set to IndiaMART, which will initiate the process whenever a new lead is captured. This is where Pabbly Connect plays a crucial role in automating the workflow.

3. Setting Up the Trigger for IndiaMART

To set the trigger, search for IndiaMART in the trigger application section of Pabbly Connect. Select it and choose the trigger event as ‘New Leads.’ This event will start the workflow whenever a new lead is captured through IndiaMART.

Once selected, Pabbly Connect will provide you with a webhook URL. Copy this URL, as it will be used to connect your IndiaMART account with the Pabbly Connect workflow. Follow the instructions provided in the Pabbly Connect interface to set this up in your IndiaMART account.

4. Configuring IndiaMART Account with Pabbly Connect

Log in to your IndiaMART account and navigate to the lead manager section. From there, go to the ‘Import/Export Leads’ option and select the ‘Push API’. You will need to enter the webhook URL you copied from Pabbly Connect into the relevant field.

• Choose ‘Other’ as the source option.
• Enter ‘Pabbly Connect’ as the CRM platform name.

After entering these details, click on ‘Save Details’ to establish the connection. This setup allows Pabbly Connect to receive lead information directly from IndiaMART, automating the process of adding leads to Salesforce.

5. Adding Leads to Salesforce Using Pabbly Connect

Now that your IndiaMART account is connected to Pabbly Connect, it’s time to set up the action to add leads to Salesforce. In your Pabbly Connect workflow, select Salesforce as the action application and choose the action event as ‘Create Lead.’ This action will enable the workflow to automatically create a new lead in Salesforce whenever a new lead is captured from IndiaMART.

Connect your Salesforce account by clicking on ‘Connect with Salesforce’ and granting the necessary permissions. After connecting, you will map the lead details from the IndiaMART response to the corresponding fields in Salesforce. This mapping ensures that every lead is accurately recorded in your CRM.

Once the mapping is complete, test the workflow to ensure that leads from IndiaMART are being added to Salesforce correctly. With Pabbly Connect, this integration runs in the background, allowing you to manage leads efficiently without manual intervention.

Conclusion

Integrating IndiaMART leads into Salesforce using Pabbly Connect streamlines your event planning process. This automation saves time and ensures that every inquiry is captured efficiently, allowing for quicker follow-ups and better lead management.