Integrating India Mart Leads with Agile CRM Using Pabbly Connect

Learn how to automate the integration of India Mart leads into Agile CRM using Pabbly Connect. This step-by-step guide covers all necessary processes. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating India Mart leads with Agile CRM, first, access Pabbly Connect. Visit the Pabbly Connect website by typing Pabbly.com/connect in your browser. If you are a new user, click on ‘Sign up for free’ to create an account, which provides you with 100 free tasks monthly.

Existing users can simply sign in. Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow, for example, ‘Add India Mart Leads to Agile CRM Contacts’ and select a folder to save it.

2. Setting Up the Trigger with India Mart

In this step, you will set up the trigger in Pabbly Connect to receive leads from India Mart. Choose India Mart as your trigger application, and select the ‘New Leads’ event. This event will activate the workflow whenever a new lead is received.

• Select India Mart as the trigger application.
• Choose the ‘New Leads’ trigger event.
• Copy the provided Webhook Listener URL.

Next, go to your India Mart account, navigate to the Lead Manager section, and click on ‘Import/Export Leads’. Select ‘Push API’ and paste the Webhook Listener URL into the CRM platform name field. Ensure to click ‘Save Details’ to finalize the connection.

3. Testing the Webhook Connection

After saving the details in India Mart, it’s essential to test the Webhook connection through Pabbly Connect. Click on ‘Test Your Webhook Listener URL’ in your Pabbly Connect dashboard. This action will send a test lead to confirm the connection is successful.

• Click ‘Test Your Webhook Listener URL’ to initiate the test.
• Verify that you receive test lead details in Pabbly Connect.

Once you receive the test lead data, it indicates that the connection between India Mart and Pabbly Connect is successfully established. You can now proceed to the next step of creating contacts in Agile CRM.

4. Configuring Action to Create Contacts in Agile CRM

The next step is to configure the action that will create a contact in Agile CRM using the data received from India Mart. Select Agile CRM as your action application and choose the ‘Create Contact’ event. If you do not have an existing connection, click on ‘Add New Connection’.

To establish the connection, enter your Agile CRM login email, API key, and domain. You can find the API key in the Admin Settings of Agile CRM. Once you have entered these details, click ‘Save’ to connect Agile CRM with Pabbly Connect.

5. Mapping Data for Dynamic Contact Creation

In this final step, you will map the data from the India Mart lead to the corresponding fields in Agile CRM. Use the mapping feature in Pabbly Connect to dynamically insert lead data into the contact fields, such as first name, email address, and phone number.

After mapping all necessary fields, click on ‘Save and Send Test Request’. This action will send the contact information to Agile CRM. To verify, go to your Agile CRM account and check the contacts list. You should see the newly created contact.

Using Pabbly Connect ensures that every new lead from India Mart is automatically added to your Agile CRM, streamlining your workflow and improving efficiency.

Conclusion

This tutorial demonstrated how to integrate India Mart leads into Agile CRM using Pabbly Connect. By following the steps outlined, you can automate your lead management process effectively, ensuring seamless data flow between applications.