Learn how to automate the creation of HubSpot contacts from Indiamart leads using Pabbly Connect in this detailed tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To begin integrating Indiamart with HubSpot, first access Pabbly Connect. This platform allows you to automate processes seamlessly. If you’re a new user, you can sign up for free and receive 100 free tasks every month.
After signing up or logging in, you will see the Pabbly Apps window. Click on the ‘Access Now’ button under Pabbly Connect. This will take you to the dashboard where you can create a new workflow.
2. Creating a Workflow in Pabbly Connect
In Pabbly Connect, the next step is to create a workflow for the integration. Click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear, prompting you to name your workflow.
- Name your workflow: ‘Create HubSpot Contacts from Indiamart Leads’.
- Select a folder to save your workflow, such as ‘Indiamart Automations’.
After entering the name and selecting a folder, click the ‘Create’ button. Your workflow will now be set up, ready for the trigger and action steps.
3. Setting Up the Trigger in Pabbly Connect
To automate the process, you need to set up a trigger in Pabbly Connect. For this integration, select Indiamart as the trigger application. The event will be set to ‘New Lead’, which captures new leads as they are generated.
Pabbly Connect will provide you with a webhook URL. Copy this URL and head over to your Indiamart account to configure the integration. In Indiamart, navigate to the Lead Manager section, click on ‘Import/Export Leads’, and select the ‘Push API’ option.
- Select ‘Other Source’ for the CRM platform.
- Paste the webhook URL from Pabbly Connect into the designated field.
Once you save these details, you’ll generate an OTP to verify the connection. Enter the OTP to finalize the linking of Indiamart with Pabbly Connect.
4. Setting Up the Action in Pabbly Connect
With the trigger configured, the next step is to set up the action in Pabbly Connect. Choose HubSpot as the action application and select the ‘Create Contact’ event. This ensures that each new lead from Indiamart is added as a contact in HubSpot.
Click on the ‘Connect’ button to authorize the connection with HubSpot. After successful authorization, you will be prompted to fill in the details for the new contact. Here, you will map the data received from Indiamart to the corresponding fields in HubSpot.
Map fields such as street address, city, company name, email, and phone number. Ensure that the lead status is set to ‘Active’ and the lead type is ‘New’.
After filling in all required fields, click on ‘Save and Send Test Request’ to finalize the action setup. This will create a new contact in HubSpot based on the lead details received from Indiamart.
5. Verifying the Integration in HubSpot
After setting up the action in Pabbly Connect, it’s crucial to verify that the integration works correctly. Open your HubSpot account and check for the newly created contact. You should see the contact details populated with the information from Indiamart.
This verification ensures that every lead generated in Indiamart is automatically added to HubSpot, streamlining your lead management process. If the contact appears with all relevant details, the integration is successful.
Now, you can manage your leads effectively using HubSpot’s tools, enabling your sales team to nurture these leads efficiently. This automation saves significant time and effort, allowing you to focus on other important tasks in your B2B operations.
Conclusion
In this tutorial, we explored how to use Pabbly Connect to automate the process of creating HubSpot contacts from Indiamart leads. This integration streamlines lead management, ensuring that no potential client is overlooked.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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By automating this process, you can save time and enhance your sales team’s efficiency, allowing them to focus on nurturing relationships with leads. Utilize Pabbly Connect to simplify your workflows and maximize productivity.