Automate Lead Management with Pabbly Connect and Salesforce

Learn how to automate adding leads and inquiries from IndiaMART to Salesforce using Pabbly Connect. Follow our 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 Automation

To automate lead management, the first step is to set up Pabbly Connect. This tool allows you to connect your IndiaMART leads directly to Salesforce, enhancing your transport and shipping business efficiency. Start by signing into your Pabbly account.

Once logged in, navigate to the dashboard. Click on Pabbly Connect to access the workflow options. Here, you will create a new workflow specifically for integrating IndiaMART with Salesforce.

Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the option to create a new workflow. Name your workflow something descriptive, like ‘IndiaMART Leads to Salesforce’. This helps in easily identifying the workflow later.

Next, select the trigger application. In this case, choose IndiaMART as the trigger app. The trigger will activate whenever a new lead or inquiry is received. Ensure you have the correct API key or URL for integration.

• Select IndiaMART as the trigger application.
• Set the trigger event to ‘New Lead’.
• Connect your IndiaMART account with the API key.

Once you have set the trigger, proceed to test it to ensure that it captures leads correctly. This step is crucial for confirming that your workflow is functioning as intended.

Connecting Salesforce with Pabbly Connect

Next, you need to connect Salesforce to your Pabbly Connect workflow. Click on the action step and select Salesforce as the action application. This integration will allow you to automatically add new leads to your Salesforce account.

In the action event, choose ‘Create Lead’. This option will create a new lead entry in Salesforce whenever a new inquiry is received from IndiaMART. Make sure to authorize your Salesforce account with Pabbly Connect by logging in and allowing necessary permissions.

• Select Salesforce as the action application.
• Choose ‘Create Lead’ as the action event.
• Authorize your Salesforce account.

After connecting Salesforce, you will need to map the fields from IndiaMART to Salesforce. This ensures that all relevant data is transferred correctly, such as the lead’s name, contact information, and inquiry details.

Testing the Workflow in Pabbly Connect

Once your workflow is set up, it’s time to test it. Go back to your Pabbly Connect dashboard and initiate a test submission. This step will help verify that the integration works seamlessly.

Check your Salesforce account to ensure the new lead appears correctly. If the lead is added successfully, your workflow is functioning as expected. If not, review the mapping and settings in Pabbly Connect to troubleshoot any issues.

Testing is crucial for ensuring that your automation runs smoothly. Make sure to conduct multiple tests with different lead data to confirm everything works as intended. Once satisfied, you can activate the workflow for real-time use.

Conclusion

In conclusion, automating the process of adding leads from IndiaMART to Salesforce using Pabbly Connect streamlines your operations. This integration allows for efficient lead management, ensuring no inquiries are missed while saving time and resources. Start automating your workflow today for better business performance.