Integrate IndiaMart Leads to Salesforce Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate the integration of IndiaMart leads to Salesforce using Pabbly Connect. This detailed tutorial covers every step for seamless automation. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating IndiaMart leads into Salesforce, first access Pabbly Connect. Open your browser and navigate to the Pabbly Connect website. If you are an existing user, click on ‘Sign In’; new users can sign up for a free account, which provides 100 tasks monthly.

After logging in, you will be directed to the Pabbly Connect dashboard. From here, click on the ‘Pabbly Connect’ option to access the integration workflows. This is where you will create a new workflow to automate the lead management process between IndiaMart and Salesforce.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Add IndiaMart Leads to Salesforce’. Select the appropriate folder where you want to save this workflow. using Pabbly Connect

• Click on the plus icon to create a new folder if needed.
• Enter the workflow name and select the folder.
• Click on ‘Create’ to proceed.

Once created, you will see two boxes: one for the trigger and one for the action. The trigger is the event that starts the automation, while the action is what happens as a result. In this case, your trigger will be IndiaMart, and the action will be Salesforce.

3. Setting Up Trigger and Action in Pabbly Connect

In the trigger application, select ‘IndiaMart’ and choose the event ‘New Leads’. This means every time a new lead is generated in IndiaMart, the workflow will be triggered. Pabbly Connect will provide you with a webhook URL that acts as a bridge between IndiaMart and Salesforce. using Pabbly Connect

Next, navigate to your IndiaMart account. Go to the ‘Lead Manager’ section and select ‘Import/Export Leads’. Click on ‘Push API’, where you will enter the CRM platform name as ‘Pabbly Connect’ and paste the webhook URL provided by Pabbly Connect. After saving these details, you will need to generate an OTP to finalize the connection.

4. Testing the Connection Between IndiaMart and Pabbly Connect

After setting up the webhook, it’s essential to test the connection. Go back to Pabbly Connect and check that it is waiting for a webhook response. To test, use the ‘Test Your Webhook’ feature in IndiaMart and submit test data. using Pabbly Connect

Upon successful submission, you should see a response in Pabbly Connect indicating that the connection is successful. You will receive details such as the unique query ID, subject, phone number, and other lead information. This confirms that Pabbly Connect has successfully integrated with IndiaMart.

5. Adding Leads to Salesforce Using Pabbly Connect

Now that the connection is established, it’s time to add the leads to Salesforce. In the action application, select ‘Salesforce’ and choose the action event ‘Create Lead’. If you don’t have an existing connection, click ‘Add New Connection’ and authorize Pabbly Connect to access your Salesforce account. using Pabbly Connect

Using mapping, enter the required lead details such as first name, last name, phone number, and email address by pulling this information from the previous response. This ensures that every new lead received from IndiaMart is automatically populated in Salesforce without manual entry.

Conclusion

In this tutorial, we demonstrated how to automate the integration of IndiaMart leads into Salesforce using Pabbly Connect. By following the steps outlined, you can streamline your lead management process effectively. This integration enhances efficiency and reduces manual errors, making your workflow seamless and productive.