Automate India Mart Inquiries to Zoho CRM with Pabbly Connect

Learn how to automate inquiries from India Mart to Zoho CRM using Pabbly Connect. This detailed guide walks you through each step of the integration process.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating inquiries from India Mart to Zoho CRM, you need to access Pabbly Connect. Open your browser and search for Pabbly Connect to reach its landing page. If you don’t have an account, you can sign up for free, allowing you to get 100 tasks free every month.

After signing in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. You will then name your workflow, which should reflect your objective, such as ‘Automatically Add India Mart Inquiries to Zoho CRM’.

2. Setting Up the Trigger for India Mart Inquiries

In this step, you will configure the trigger in Pabbly Connect that will initiate the workflow. Search for the trigger application, which in this case is India Mart. Select it, and then choose the trigger event labeled ‘New Leads’.

• Select ‘New Leads’ as the trigger event.
• Connect India Mart with Pabbly Connect using the provided webhook URL.
• Log in to your India Mart account to set up the API connection.

After setting up the trigger, you will need to generate a test inquiry in India Mart to ensure that the connection is working properly. This will help you receive the inquiry details in Pabbly Connect.

3. Connecting Zoho CRM as the Action Application

Next, you will set up the action step in Pabbly Connect to send the inquiry details to Zoho CRM. Search for Zoho CRM in the action application section and select it. The action event will be ‘Insert/Update Record’, which allows you to create a new lead in Zoho CRM.

To connect Zoho CRM, you need to enter your Zoho domain and authenticate your account by clicking on the ‘Connect’ button. After successful authentication, you will specify the module name as ‘Leads’. This ensures that the inquiry details will be added to the leads section of your Zoho CRM.

Finally, map the fields from the inquiry details received from India Mart to the corresponding fields in Zoho CRM. This includes mapping the name, email, phone number, and address of the lead. Once all details are mapped, save the configuration to finalize the setup.

4. Testing the Integration and Receiving Leads

After configuring the integration in Pabbly Connect, it’s time to test it. Generate a test inquiry in India Mart and check if the details appear in Pabbly Connect. You should see a success response indicating that the inquiry has been received.

• Create a test lead in India Mart to trigger the workflow.
• Check Pabbly Connect for the response of the test inquiry.
• Verify that the inquiry details are correctly mapped to Zoho CRM.

Once you confirm that the test inquiry is successfully added to Zoho CRM, you can proceed to use this automated workflow for all future inquiries from India Mart.

5. Managing Leads in Zoho CRM

With the integration set up, all inquiries from India Mart will automatically be added as leads in Zoho CRM through Pabbly Connect. This streamlines the sales process and allows your sales team to effectively manage and follow up on inquiries.

To check if the leads are being created correctly, navigate to the leads section in Zoho CRM. You should see the newly created leads with all the details you mapped during the integration setup. This includes the name, email, phone number, and address of each lead.

This automation not only saves time but also ensures that no inquiry goes unnoticed, helping your business convert leads into customers more efficiently. With Pabbly Connect, you can further customize and expand your integrations as needed.

Conclusion

In this tutorial, we explored how to automate the process of adding inquiries from India Mart to Zoho CRM using Pabbly Connect. By following the steps outlined, you can streamline your lead management and enhance your sales efficiency.