Automate Simply Integration with India Mart and Zoho CRM

Learn how to automate the integration of Simply with India Mart and Zoho CRM for your B2B manufacturing company, enhancing lead management effortlessly. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Integrate Simply with India Mart to Capture Leads

Simply integration with India Mart is essential for managing leads effectively. In this step, we will connect Simply with India Mart to automatically capture inquiries as they come in. using Pabbly Connect

To begin, log into your India Mart account and navigate to the Lead Manager section. From there, select the option to set up a webhook connection. This will enable you to receive leads directly into your Simply workflow.

2. Set Up the Webhook Listener URL in India Mart

Setting up the Webhook Listener URL is crucial for the integration between India Mart and Simply. This URL acts as a bridge, allowing data to flow smoothly between the two applications. using Pabbly Connect

• Access the Lead Manager in your India Mart account.
• Select the Push API option for integration.
• Paste the Webhook Listener URL received from Simply into the designated field.

After pasting the URL, save the settings. This connection will ensure that every new inquiry from India Mart will trigger an action in Simply.

3. Create a Contact in Zoho CRM from India Mart Inquiries

Once the webhook is successfully set up, the next step is to create a contact in Zoho CRM for every inquiry received from India Mart. This automation is vital for managing leads effectively. using Pabbly Connect

In Simply, navigate to the action step and select Zoho CRM as the application for creating a contact. Choose the action event to create a new contact based on the inquiry data received from India Mart.

• Ensure that you are logged into your Zoho account.
• Map the fields from India Mart inquiry to Zoho contact fields.
• Test the connection to confirm that data flows correctly.

Once the contact is created, you can manage and nurture these leads directly within Zoho CRM, enhancing your B2B manufacturing company’s efficiency.

4. Finalize the Integration Process

Finalizing the integration between Simply, India Mart, and Zoho CRM is the last step in automating your lead management process. This ensures that all inquiries are captured seamlessly. using Pabbly Connect

After testing the connection and ensuring that leads are correctly transferred from India Mart to Zoho, monitor the integration for any issues. You can refine the mapping of fields as needed to ensure all relevant information is captured.

By automating this process, your B2B manufacturing company can focus on converting leads without the hassle of manual entry. This integration enhances productivity and allows for better lead tracking.

Conclusion

The integration of Simply with India Mart and Zoho CRM streamlines the lead management process for your B2B manufacturing company. By following these steps, you can automate inquiries and enhance your productivity.