Automate IndiaMART Enquiries to Zoho CRM with Pabbly Connect

Learn how to automatically add IndiaMART enquiries to Zoho CRM using Pabbly Connect. Step-by-step tutorial for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To automate the process of adding IndiaMART enquiries to Zoho CRM, you first need to access Pabbly Connect. This platform allows you to create workflows that connect different applications seamlessly.

Go to the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for a free account which offers 100 free tasks every month. After logging in, you will be directed to the Pabbly Connect dashboard, ready to create your automation.

2. Create a Workflow in Pabbly Connect

To set up the automation, click on the ‘Create Workflow’ button located at the bottom right corner of your dashboard. This will prompt you to name your workflow. For this integration, name it ‘IndiaMART Automation’. using Pabbly Connect

• Select a specific folder for your workflow.
• Click on ‘Create’ to finalize the workflow setup.

After creating the workflow, you will see two sections: Trigger and Action. The Trigger is the event that starts the automation, while the Action is what happens as a result. In this case, the trigger will be IndiaMART, and the action will be Zoho CRM.

3. Set Up Trigger for IndiaMART

Now, you need to set up the trigger in Pabbly Connect to respond to new enquiries from IndiaMART. Click on the dropdown to choose your trigger application, selecting ‘IndiaMART’.

Next, select the trigger event as ‘New Leads’. After that, click on ‘Connect’ to establish a connection with your IndiaMART account. You will need to enter the CRM key from your IndiaMART account settings, which can be found under Account Settings > CRM API.

4. Set Up Action for Zoho CRM

After configuring the trigger, it’s time to set up the action step in Pabbly Connect. Choose ‘Zoho CRM’ as your action application and select the action event as ‘Insert or Update Record’. Click ‘Connect’ to connect Zoho CRM with Pabbly Connect.

• Enter your Zoho domain when prompted.
• Accept the authorization request to allow Pabbly Connect access.

For the module name, select ‘Leads’ since you want the enquiries to be added as leads in Zoho CRM. Fill in the required fields by mapping the data from the previous step, ensuring all necessary information is included.

5. Test the Integration

Once everything is set up, click on ‘Save and Send Test Request’ to test the integration. If the setup is correct, you should receive a positive response indicating that a new lead has been successfully created in Zoho CRM.

Finally, log into your Zoho CRM account to verify that the new lead appears with all mapped details from the IndiaMART enquiry. If successful, you have now automated the process of adding enquiries from IndiaMART to Zoho CRM using Pabbly Connect.

Conclusion

This guide demonstrated how to automate the addition of IndiaMART enquiries to Zoho CRM using Pabbly Connect. By following these steps, you can streamline your sales process effectively.