How to Add IndiaMART Leads to Salesforce Using Pabbly Connect

Learn how to automate adding IndiaMART leads to Salesforce for nutrition supplements using Pabbly Connect in this step-by-step tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for IndiaMART to Salesforce Integration

To integrate IndiaMART leads with Salesforce, first, access Pabbly Connect by visiting the official website. You can do this by typing ‘Pabbly.com/connect’ in your browser. If you are an existing user, simply sign in; otherwise, sign up for a new account.

Once logged in, you will be directed to the Pabbly dashboard. Here, you can manage all your workflows. Click on the Pabbly Connect application to begin creating a new workflow for adding IndiaMART inquiries to Salesforce.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow. Click on the Create Workflow button and name your workflow, for instance, ‘Add IndiaMART Leads to Salesforce’. Choose a folder to save your workflow.

• Click on the Create Workflow button.
• Name the workflow appropriately.
• Select the folder for organization.

Once you create the workflow, you will see a trigger and action box. The trigger defines when the automation starts, and in this case, it will be a new lead or inquiry from IndiaMART. This sets the stage for the integration using Pabbly Connect.

3. Setting Up the Trigger for IndiaMART Leads

To set up the trigger in Pabbly Connect, select IndiaMART as the trigger application. Choose the event as New Leads. This means that every time a new lead is generated in IndiaMART, it will trigger the workflow.

Next, you will receive a webhook URL from Pabbly Connect. This URL acts as a bridge between IndiaMART and your workflow. Copy this URL to configure it in your IndiaMART account, ensuring that leads are sent to Pabbly Connect.

4. Configuring IndiaMART to Use the Webhook URL

Log into your IndiaMART seller dashboard and navigate to the Lead Manager. Here, select the option to import/export leads and choose to push API. You will need to enter your CRM platform name as Pabbly Connect and paste the webhook URL you copied earlier.

• Select Push API from the options.
• Enter Pabbly Connect as your CRM platform name.
• Paste the webhook URL provided by Pabbly.

After saving the details, you will need to generate an OTP for verification. Once verified, the webhook URL will be successfully linked to your IndiaMART account, allowing leads to flow into Pabbly Connect automatically.

5. Adding Leads to Salesforce Using Pabbly Connect

Now that the trigger is set up, go back to Pabbly Connect and set the action application as Salesforce. Choose the event as Create Lead. This allows you to automatically create a new lead in Salesforce whenever a new inquiry is received from IndiaMART.

To connect Salesforce, click on the connect button and authorize the integration. After successful authorization, you will need to map the fields from the IndiaMART response to the Salesforce lead fields. This is crucial for ensuring that all necessary information is captured correctly.

After mapping, click on the Save and Send Test Request button. If successful, check your Salesforce account to confirm that the lead has been created. This process showcases how Pabbly Connect seamlessly integrates IndiaMART and Salesforce, automating your lead management.

Conclusion

In this tutorial, we learned how to automate the process of adding IndiaMART leads to Salesforce for nutrition supplements using Pabbly Connect. By following these steps, you can ensure that your leads are managed efficiently without manual effort.