Integrating Indiamart Leads to Salesforce Using Pabbly Connect

Learn how to integrate Indiamart leads into Salesforce using Pabbly Connect with this step-by-step tutorial. Streamline your lead management process today! Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Indiamart leads into Salesforce, first, access Pabbly Connect. This platform is essential for automating the flow of data between applications. If you are a new user, you can sign up for free to enjoy 100 tasks every month.

Once you log into your Pabbly Connect account, you will see the dashboard. Click on the ‘Access Now’ button under Pabbly Connect to start the automation process. This will lead you to the workflow creation section.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow to manage leads from Indiamart effectively. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will appear, prompting you to name your workflow and select a folder.

• Name your workflow as ‘Add Packaging Solutions and Materials Indiamart Leads to Salesforce’.
• Select the folder where you want to save this workflow.

After naming the workflow and selecting the appropriate folder, click on the ‘Create’ button. This will set up your workflow in Pabbly Connect, where you will configure triggers and actions for lead management.

3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up a trigger in Pabbly Connect. This trigger will activate the workflow whenever a new lead is generated in Indiamart. Select Indiamart as your trigger application and choose ‘New Lead’ as the trigger event.

After selecting the trigger application and event, Pabbly Connect will provide a unique webhook URL. Copy this URL to connect Indiamart with Pabbly Connect. Log into your Indiamart account and navigate to the ‘Lead Manager’ section.

• Under ‘Lead Manager’, select ‘Import and Export Leads’.
• Click on the ‘Push API’ option and enter the platform name as ‘Pabbly Connect’.
• Paste the copied webhook URL and save the details.

Once this is done, you can check if the connection is successful by generating a test lead.

4. Generating a Test Lead in Indiamart

To verify the integration, generate a test lead in your Indiamart account. Search for a test product and click on the ‘Contact Supplier’ button. Fill in the inquiry details and submit the form.

After submitting the inquiry, return to your Pabbly Connect workflow. You should see that it is waiting for a webhook response. This indicates that the test lead has been successfully captured by Pabbly Connect.

Ensure to fill in all required fields such as the message and GST number. Once the lead is generated, check the webhook response in Pabbly Connect.

If the response is received, the integration between Indiamart and Pabbly Connect is confirmed, and you can proceed to the next step of creating a contact in Salesforce.

5. Creating a Contact in Salesforce Using Pabbly Connect

The final step involves setting up an action in Pabbly Connect to create a contact in Salesforce based on the lead captured from Indiamart. Select Salesforce as your action application and choose ‘Create Record’ as the action event.

After connecting to Salesforce, map the fields from the Indiamart lead to the Salesforce contact fields. For instance, map the first name, last name, email, and phone number accordingly. This ensures that all relevant lead information is transferred accurately.

Authorize Pabbly Connect to access your Salesforce account. Click on the ‘Send Test Request’ button to verify if the contact is created successfully.

Once the test request is successful, log into your Salesforce account to check if the new contact has been created. This confirms that the integration between Indiamart and Salesforce via Pabbly Connect is working effectively.

Conclusion

This tutorial demonstrated how to integrate Indiamart leads into Salesforce using Pabbly Connect. By automating this process, you can streamline lead management and enhance your sales strategies efficiently.