How to Add IndiaMART Leads to Salesforce Using Pabbly Connect

Learn how to integrate IndiaMART leads with Salesforce using Pabbly Connect in this step-by-step tutorial for dog training services. 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 to Start Integration

To begin integrating IndiaMART leads into Salesforce, first access Pabbly Connect. This platform enables seamless automation without requiring coding skills. Open your web browser and navigate to the Pabbly Connect website.

Once there, sign in with your existing account or create a new one if you’re a new user. After logging in, you will be directed to the Pabbly Connect dashboard where you can manage your workflows and integrations.

2. Creating a New Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, it’s time to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow as ‘Add IndiaMART Leads to Salesforce for Dog Training Service’. Select the folder where you want to save this workflow.

• Click on the ‘Create’ button to initiate the workflow.
• You will see two boxes: one for the trigger and another for the action.
• Select ‘IndiaMART’ as the trigger application.

In the trigger event, choose the option for ‘New Leads’. This setup will ensure that every time a new lead is generated in IndiaMART, it triggers the workflow in Pabbly Connect.

3. Setting Up IndiaMART Integration with Pabbly Connect

To connect IndiaMART with Pabbly Connect, you will need a webhook URL. This URL acts as a bridge between IndiaMART and Pabbly Connect. Once you have set the trigger, copy the webhook URL provided by Pabbly Connect.

Next, log in to your IndiaMART account and navigate to the ‘Lead Manager’. Click on the three dots to access the ‘Import/Export Leads’ option, and then select ‘Push API’. Here, you will need to enter the CRM platform name as ‘Pabbly Connect’ and paste the copied webhook URL.

4. Testing the Connection Between IndiaMART and Pabbly Connect

Once you have set up the webhook URL in IndiaMART, it’s crucial to test the connection. Go back to Pabbly Connect and you should see a message indicating that it is waiting for a webhook response. To test this, submit a query from your IndiaMART profile to your own business.

Upon successfully submitting a query, Pabbly Connect will capture this response. You should see the details of the lead, including the unique query ID, name, email, and other relevant information.

• Make sure to check that the response status is successful.
• Verify that all necessary lead details are captured correctly.

This step confirms that the integration between IndiaMART and Pabbly Connect is functioning correctly, allowing for automatic lead capturing.

5. Adding Leads to Salesforce from Pabbly Connect

With the connection established, it’s time to add the leads to Salesforce. In Pabbly Connect, select Salesforce as your action application. Choose the action event as ‘Create Lead’. Click on ‘Connect’ to establish a connection between Pabbly Connect and Salesforce.

Authorize the connection by logging into your Salesforce account and granting the necessary permissions. Once connected, map the lead details from the previous response into the Salesforce fields, ensuring that all relevant information is transferred accurately.

Map the first name and last name using the text formatter feature in Pabbly Connect. Enter the product name and other lead details as required.

Finally, click on ‘Save and Send Test Request’ to confirm that the lead has been successfully created in Salesforce. Check your Salesforce account to verify that the lead appears with all the correct details.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of adding IndiaMART leads to Salesforce for a dog training service. By following each step carefully, you can streamline your lead management process efficiently.