Learn to automate the process of adding IndiaMART leads to Zoho CRM using Pabbly Connect. Follow the step-by-step tutorial for seamless integration. Streamline your workflow, save valuable time, and eliminate repetitive tasks through powerful automation capabilities.

Watch Step By Step Video Tutorial Below

Setting Up Pabbly Connect for IndiaMART and Zoho CRM

To automate adding IndiaMART leads to Zoho CRM, you first need to set up Pabbly Connect. This integration requires no coding skills, making it accessible for everyone. Begin by signing into your Pabbly account and navigating to the Pabbly Connect dashboard.

Once on the dashboard, you will see options to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow appropriately, such as ‘IndiaMART Leads to Zoho CRM’. This will help you identify the workflow later.

Configuring the Trigger for IndiaMART

The next step involves setting up the trigger application, which will be IndiaMART. This is where you will receive new leads. Select IndiaMART from the list of applications in Pabbly Connect.

After selecting IndiaMART, you need to choose the trigger event. Click on the dropdown menu and select ‘New Leads’. This means that every time a new lead is generated in IndiaMART, it will trigger the workflow. Ensure that you have the necessary API details from IndiaMART to connect it with Pabbly Connect.

  • Select ‘New Leads’ as the trigger event.
  • Copy the webhook URL provided by Pabbly Connect.
  • Go to your IndiaMART account and set up the webhook with the copied URL.

After completing these steps, test the connection to ensure that the trigger is working correctly. Once verified, you can proceed to the next step of the integration.

Setting Up the Action for Zoho CRM

Now that you have configured the trigger with IndiaMART, it’s time to set up the action in Zoho CRM. Choose Zoho CRM as your action application in Pabbly Connect. This is where the leads will be added as contacts.

For the action event, select ‘Create Contact’. This tells Pabbly Connect to create a new contact in Zoho CRM whenever a new lead comes from IndiaMART. You will need to authenticate your Zoho CRM account by entering your domain and logging in.

  • Enter your Zoho CRM domain.
  • Log in to authorize Pabbly Connect to access your Zoho CRM account.
  • Map the fields from IndiaMART to Zoho CRM, such as name, email, and phone number.

After mapping the fields, you can test the action to ensure that the contact is created successfully in Zoho CRM. Once confirmed, you have successfully set up the integration between IndiaMART and Zoho CRM using Pabbly Connect.

Testing the Integration

After configuring both the trigger and action applications, it’s crucial to test the entire workflow. Start by sending a test lead from IndiaMART to ensure it flows correctly to Zoho CRM. This step is essential to confirm that your setup is working as intended. using Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Test’ button to initiate the test. Check your Zoho CRM account to see if the new contact has been created successfully. If the contact appears, congratulations! Your integration is successful.

If there are any issues, revisit the mapping of fields and ensure that all API keys and URLs are correctly set up. Adjust any settings if needed and retest the integration until it works flawlessly.

Final Steps and Automation Completion

Once you have successfully tested the integration, you can finalize your workflow in Pabbly Connect. Make sure to name your workflow appropriately, so you can easily find it later. Click on the ‘Save’ button to keep all your settings.

This automation will now run in the background, adding new leads from IndiaMART directly to Zoho CRM without any manual effort. You can monitor the workflow from the Pabbly dashboard to ensure everything is functioning smoothly.

With this setup, you can save time and streamline your lead management process effectively. If you need to make changes in the future, you can easily edit the workflow in Pabbly Connect.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

Thanks for following along with this tutorial! Remember to subscribe to the channel for more helpful content like this.

If you found this guide useful, please consider giving it a thumbs up and sharing it with others who might benefit from it.

In this tutorial, we explored how to automate adding IndiaMART leads to Zoho CRM using Pabbly Connect. This integration simplifies your workflow and enhances efficiency in managing leads.