Automate Indiamart Leads to Zoho CRM with Pabbly Connect

Learn how to automate adding Indiamart leads to Zoho CRM using Pabbly Connect in this step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating the process of adding Indiamart leads to Zoho CRM, first access Pabbly Connect. Open your browser and type in the URL for Pabbly Connect to reach the homepage. Here, you will find options to sign in or sign up for free.

If you are a new user, click on the ‘Sign up for free’ button to create an account. After signing up, you will receive 100 free tasks monthly to explore the capabilities of Pabbly Connect. Existing users can simply log in by clicking on ‘Sign in’ to access their dashboard.

2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard where you can manage your workflows. Click on the ‘Create Workflow’ option to begin setting up the automation. You will be prompted to name your workflow, so enter a descriptive name like ‘Add Indiamart Leads to Zoho CRM’.

Next, select the appropriate folder for this workflow. For instance, you might choose ‘Automations for Lead Management’. After naming and selecting a folder, click on ‘Create’ to proceed.

• Name your workflow clearly for easy identification.
• Select a relevant folder to keep your workflows organized.

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

3. Setting Up the Trigger with Indiamart

To set the trigger for your workflow, select Indiamart as the trigger application in Pabbly Connect. Then, choose the trigger event, which in this case is ‘New Leads’. This means that whenever a new lead is generated in Indiamart, it will trigger the workflow.

Copy the provided webhook URL from Pabbly Connect. You will need to paste this URL into your Indiamart account to establish the connection. Log into your Indiamart account, navigate to the Lead Manager section, and select the ‘Push API’ option to set up the webhook integration.

• Log into your Indiamart account and go to Lead Manager.
• Select ‘Push API’ to set up the webhook integration.
• Paste the webhook URL from Pabbly Connect into the required field.

After setting up the webhook, test the connection by generating a test lead in Indiamart. This will confirm that the trigger is functioning correctly and that Pabbly Connect is receiving the lead data.

4. Configuring the Action with Zoho CRM

With the trigger set, the next step is to configure the action in Pabbly Connect. Select Zoho CRM as the action application and choose ‘Create Contact’ as the action event. This means that whenever a new lead is generated, a contact will be created in your Zoho CRM.

To establish the connection between Pabbly Connect and Zoho CRM, you will need to log into your Zoho account. Click on ‘Connect’ and provide the domain from your Zoho account URL. Once connected, you will need to map the data fields from the Indiamart lead response to the corresponding fields in Zoho CRM.

Select ‘Create Contact’ as the action event in Zoho CRM. Log into your Zoho account to establish the connection. Map the lead data from Indiamart to the contact fields in Zoho.

After mapping the fields, save the configuration and send a test request to ensure the contact is created successfully in Zoho. This will verify that the integration is working as intended through Pabbly Connect.

5. Conclusion: Automating Lead Management with Pabbly Connect

In this tutorial, we have successfully automated the process of adding Indiamart leads to Zoho CRM using Pabbly Connect. By setting up a trigger with Indiamart and an action with Zoho, you can streamline your lead management process without any coding skills.

This integration ensures that every new lead generated in Indiamart is automatically added as a contact in Zoho CRM, allowing for efficient management of your leads. With Pabbly Connect, you can easily automate various workflows and improve your business processes.

By following these steps, you can enhance your CRM capabilities and ensure timely follow-ups with your leads. Start using Pabbly Connect today to transform how you manage your leads!