Automate Lead Management: Integrate IndiaMART with Salesforce Using Pabbly Connect

Learn how to automate lead management by integrating IndiaMART with Salesforce using Pabbly Connect. Follow this detailed tutorial for step-by-step instructions. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To start integrating IndiaMART with Salesforce, first access Pabbly Connect. Open your browser and navigate to the Pabbly Connect website. You can either sign in if you are an existing user or sign up for free if you are new to the platform.

Once logged in, you will see options for various Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to reach your dashboard. Here, you can create a new workflow to automate the lead management process.

Creating a Workflow in Pabbly Connect

In Pabbly Connect, click on the ‘Create Workflow’ button to initiate the setup. You will be prompted to name your workflow and select a folder for saving it. For this integration, name your workflow something like ‘Add IndiaMART Leads to Salesforce’.

After naming the workflow, click on ‘Create’. This opens the workflow window where you will set up the trigger and action. The trigger is what starts the workflow, while the action is what happens in response. In this case, the trigger will be from IndiaMART when a new lead is generated.

• Select IndiaMART as your trigger application.
• Choose the trigger event as ‘New Lead’.
• Copy the provided Webhook URL for later use.

After setting up the trigger, you can proceed to connect your IndiaMART account with Pabbly Connect.

Connecting IndiaMART to Pabbly Connect

To connect IndiaMART to Pabbly Connect, log into your IndiaMART account and navigate to the Lead Manager section. Here, you will find options to import and export leads. Click on the three dots menu and select ‘Push API’.

In the Push API settings, select ‘Other’ as the source and enter ‘Pabbly Connect’ as the CRM platform name. Paste the Webhook URL you copied earlier into the Webhook Listener URL field. Finally, save the settings to establish the connection.

• Select a reason for shifting leads, such as ‘I can permanently save the leads’.
• Click on ‘Generate OTP’ and enter the OTP sent to your registered mobile number.

Once you submit the OTP, your IndiaMART account will be connected to Pabbly Connect, allowing you to capture leads automatically.

Setting Up Salesforce Integration via Pabbly Connect

After connecting IndiaMART, the next step is to set up Salesforce as the action application in Pabbly Connect. Select Salesforce from the list of applications and choose ‘Create Lead’ as the action event. Click on ‘Connect’ to link your Salesforce account.

If you have previously connected Salesforce, you can select an existing connection. Otherwise, click on ‘Connect with Salesforce’ and grant the necessary permissions. This ensures your data is securely handled by Pabbly Connect.

Map the lead details from the trigger response to the Salesforce fields. Make sure to fill in required fields like name, company, and phone number.

After mapping the fields, click on ‘Save and Send Test Request’ to ensure everything is set up correctly. You should see a confirmation that a new lead has been created in your Salesforce account.

Testing and Finalizing the Integration

Now that you have set up the integration between IndiaMART and Salesforce using Pabbly Connect, it’s time to test the workflow. Perform a test submission on IndiaMART to generate a new lead. This will trigger the workflow in Pabbly Connect.

Once the test submission is made, check your Salesforce account to confirm that the new lead appears with the correct details. This verifies that the integration is functioning as intended, capturing leads automatically without manual input.

With this setup, every new lead generated on IndiaMART will be automatically added to Salesforce, streamlining your lead management process. This allows you to focus on converting leads into clients effectively.

Conclusion

Integrating IndiaMART with Salesforce using Pabbly Connect automates your lead management process. By following this tutorial, you can ensure that every new lead is captured efficiently, saving time and reducing manual efforts.