How to Integrate Marble Granite Leads to Salesforce Using Pabbly Connect

Learn how to seamlessly integrate Marble Granite leads from India Mart to Salesforce using Pabbly Connect in this step-by-step tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Marble Granite leads with Salesforce, first, access Pabbly Connect. Open your browser and search for Pabbly Connect’s landing page. You will see options to sign in or sign up.

If you’re a new user, click on ‘Sign up for free’ to get started. Existing users should click ‘Sign in’ to access their dashboard. Once logged in, navigate to the Pabbly Connect application by clicking ‘Access Now’.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow as ‘Add India M Leads to Salesforce for Marble Granite’ and choose a suitable folder for saving it.

• Click on ‘Create’ to open the workflow window.
• This window will display options for setting up triggers and actions.

The trigger is the event that starts the workflow. In this case, select India M as the trigger application and ‘New Leads’ as the trigger event. Click on ‘Save’ to proceed.

3. Connecting India Mart to Pabbly Connect

To connect India Mart with Pabbly Connect, you will receive a webhook URL after selecting the trigger event. Copy this URL and follow the steps provided on the Pabbly Connect interface.

• Log into your India Mart account.
• Navigate to the Lead Manager section and select ‘Import/Export Leads’.
• Click on ‘Push API’ and select ‘Other’ as the source.

In the CRM platform name, enter ‘Pabbly Connect’ and paste the copied webhook listener URL. After saving the details, click on ‘Generate OTP’ to finalize the connection.

4. Testing the Integration with Dummy Leads

Once the connection is set, Pabbly Connect will wait for a webhook response. To test the integration, create a dummy lead in your India Mart account. Fill out the inquiry form with details such as interest in sourcing Italian marble.

After submitting the dummy lead, return to Pabbly Connect to see if the response is captured successfully. You should see the lead details populated in the workflow.

Confirm that the captured response contains all necessary information, including sender details, query messages, and any other relevant data. This validation ensures that the integration is functioning correctly.

5. Integrating Salesforce with Pabbly Connect

After confirming that the dummy lead is captured, the next step is to integrate Salesforce with Pabbly Connect. Select Salesforce as the action application and choose ‘Create Lead’ as the action event.

Connect your Salesforce account by clicking ‘Connect with Salesforce’ and allowing necessary permissions. After successful connection, you will need to map the lead details from the previous step into Salesforce fields.

Map the first name, last name, company, and contact details from the captured lead. Ensure all fields are correctly populated for accurate lead creation.

Once mapping is complete, click ‘Save and Send Test Request’ to create the lead in Salesforce. Verify that the lead appears in your Salesforce account with the correct information.

Conclusion

This tutorial demonstrated how to integrate Marble Granite leads from India Mart to Salesforce using Pabbly Connect. By following these steps, you can automate lead capture and improve your sales process efficiently.