Automate Indiamart Inquiries to Zoho with Simply Integration

Learn how to automate Indiamart inquiries to Zoho using Simply integration for B2B manufacturing companies with this step-by-step guide. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Overview of Simply Integration with Indiamart

The integration of Simply with Indiamart is essential for B2B manufacturing companies. This process allows businesses to automatically add inquiries from Indiamart into Zoho. By doing this, companies can manage leads more effectively and streamline their CRM processes.

To start integrating, you will need to follow a few steps to establish a connection between Indiamart and Zoho using Simply. This will ensure that every inquiry submitted through Indiamart is captured in your CRM, allowing for better lead management.

2. Creating a Workflow in Simply

To create a workflow in Simply, first log into your account. Once logged in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ option to begin.

• Select a name for your workflow, such as ‘Automatically Add Indiamart Inquiries to Zoho’.
• Choose the appropriate folder for saving your workflow.
• Click on ‘Create’ to finalize your workflow setup.

After creating the workflow, you will see two important sections: Trigger and Action. The Trigger is what starts the workflow, while the Action is what happens as a result of that trigger.

3. Setting Up the Trigger for Indiamart Inquiries

In this step, you will set up the trigger to listen for new inquiries from Indiamart. Select Indiamart as your trigger application and choose the trigger event as ‘New Leads’. This event will initiate the workflow whenever a new inquiry is received.

Next, you will need to set up the connection between Indiamart and Simply using a webhook URL. Copy the webhook URL provided by Simply and log into your Indiamart account.

• Go to the Lead Manager section in Indiamart.
• Select the ‘Push API’ option under Import/Export Leads.
• Paste the copied webhook URL into the designated field.

After saving the settings, your webhook connection will be established, allowing Indiamart to send new inquiries to Simply.

4. Connecting Zoho for Lead Management

Now that your trigger is set up, the next step is to connect Zoho for lead management. Select Zoho as your action application and choose the action event as ‘Create Contact’. This action will create a new contact in Zoho whenever a new inquiry is received from Indiamart.

To connect Zoho, you will need to provide your Zoho domain name. This can be found in your Zoho account URL. After entering the domain name, click on ‘Connect’ to establish the connection.

Authorize Simply to access your Zoho account. Map the lead details from Indiamart to the respective fields in Zoho. Test the connection to ensure everything is working correctly.

Once the connection is successful, the inquiries from Indiamart will automatically create contacts in Zoho, streamlining your lead management process.

5. Finalizing the Automation Process

With the connections set up between Indiamart, Simply, and Zoho, it’s time to finalize your automation process. You can now test the entire workflow by generating a test lead in Indiamart. This will allow you to see if the lead is correctly captured in Zoho.

After generating a test lead, check your Zoho account to confirm that the new contact has been created successfully. You should see all the lead details populated correctly in the contact fields.

Verify that the lead’s name, email, and other details are accurately reflected. Ensure that the description field contains the inquiry details. If everything looks good, your automation is complete!

Now, every time a new inquiry is received through Indiamart, it will automatically create a contact in Zoho, enhancing your B2B manufacturing company’s efficiency.

Conclusion

In conclusion, integrating Simply with Indiamart for your B2B manufacturing company allows for seamless lead management. By automating the process of adding inquiries to Zoho, you can save time and improve efficiency. This setup ensures that no lead goes unmanaged, ultimately driving better business outcomes.