Integrating Indiamart Leads with Salesforce Using Pabbly Connect

Learn how to seamlessly integrate Indiamart leads into Salesforce using Pabbly Connect. Follow this step-by-step tutorial for efficient lead management. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Indiamart leads into Salesforce, we will use Pabbly Connect. Start by accessing the Pabbly Connect website by searching for it in your browser. You will see options to sign in or sign up for free, with the latter providing 100 tasks free every month.

For existing users, click on the sign-in button. Once logged in, navigate to the Pabbly Connect dashboard, where you will see all the Pabbly applications. Click on the ‘Access Now’ button under Pabbly Connect to open your integration workspace.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder for it. Name it something relevant, such as ‘Adding Indiamart Leads to Salesforce,’ and select the folder where you want to save it.

• Click on ‘Create’ to proceed.
• This will open the workflow window, where you can set up triggers and actions.
• Triggers are the events that start the workflow, while actions are the tasks performed as a result.

In the workflow window, select your trigger application, which will be Indiamart. This selection allows Pabbly Connect to listen for new leads from your Indiamart account, automating the lead entry process into Salesforce.

3. Setting Up the Trigger for Indiamart

For the trigger event, choose ‘New Lead’ from the dropdown menu. Pabbly Connect will generate a webhook URL that you need to copy. This URL is essential for linking your Indiamart account to your Pabbly Connect workflow.

Next, log in to your Indiamart account and navigate to the Lead Manager section. From there, go to the Import/Export Leads option and choose the ‘Push API’ section. Here, you will enter the CRM platform name as ‘Pabbly Connect’ and paste the copied webhook URL into the Listener URL field.

• Click on ‘Save Details’ after entering the required information.
• You will receive a prompt to generate an OTP for verification.
• Enter the OTP to complete the setup.

Once you submit the OTP, you will see a message indicating that the integration is live. At this point, Pabbly Connect is ready to capture leads from your Indiamart account.

4. Testing the Webhook Response

With the trigger set, it’s time to test the integration. You need to create a test lead in your Indiamart account to see if Pabbly Connect captures the data correctly. Open your Indiamart account and submit a dummy inquiry for a product.

After submitting the inquiry, return to your Pabbly Connect workflow. You should see that the webhook has captured the response from Indiamart, displaying all the details of the test lead you just created.

Verify that all fields, such as the unique query ID and sender’s name, are accurately displayed. This confirms that Pabbly Connect is successfully receiving data from Indiamart.

Now that you have confirmed the trigger works, you can proceed to set up the action step to send this data to Salesforce.

5. Sending Data to Salesforce

For the action application, select Salesforce and choose the ‘Create Lead’ action event. Click on the connect button to establish a connection between Pabbly Connect and Salesforce. If it’s your first time connecting, you will need to authorize Pabbly Connect to access your Salesforce account.

Once connected, you will see fields to map the data from the Indiamart lead to Salesforce. This mapping process is crucial as it ensures that the correct details are sent to Salesforce.

Map the lead’s first and last name, email, and any other relevant fields. Make sure to separate the full name if necessary, using the text formatting feature in Pabbly Connect.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to finalize the integration. Check your Salesforce account to confirm that the new lead has been created successfully with all the mapped details.

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 adding new leads, ensuring your sales team can respond promptly and efficiently. This integration not only saves time but also enhances lead management for your business.