Automate Your Leads with Pabbly Connect: Integrating Indiamart and Salesforce

Learn how to automate lead generation from Indiamart to Salesforce using Pabbly Connect in this step-by-step tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating your lead generation process, you must first access Pabbly Connect. This platform enables seamless integration between Indiamart and Salesforce. Begin by visiting the Pabbly Connect website and signing in to your account. If you’re a new user, you can sign up for free and enjoy 100 tasks monthly.

Once logged in, you will see the Pabbly Connect dashboard. From here, you can create a new workflow to automate the process of capturing leads from Indiamart and adding them to Salesforce. This automation will save you significant time and reduce errors associated with manual entry.

2. Creating a Workflow in Pabbly Connect

After accessing your Pabbly Connect account, the next step is to create a workflow. Click on the ‘Create Workflow’ button located at the top right corner. You will then be prompted to name your workflow. For this integration, name it ‘Indiamart Leads to Salesforce for Electric Vehicle Service’. using Pabbly Connect

• Enter a descriptive name for your workflow.
• Select a folder to save your workflow.
• Click on the ‘Create’ button to finalize the workflow setup.

Once the workflow is created, you will see two sections: Trigger and Action. The Trigger section determines what event will initiate the automation, while the Action section specifies what happens when the trigger occurs. In this case, the trigger will be a new lead generated from Indiamart.

3. Setting Up the Trigger in Pabbly Connect

Now that your workflow is created, the next step is to set up the trigger. In the Trigger section, select Indiamart as the trigger application. Then, choose the trigger event as ‘New Leads’. This selection allows Pabbly Connect to capture any new leads generated on Indiamart.

After selecting Indiamart, Pabbly Connect will provide you with a webhook URL. This URL is crucial as it will connect Indiamart to Pabbly Connect. Copy this URL and head over to your Indiamart account. Navigate to the Lead Manager and select the ‘Push API’ option under Import and Export Leads.

• Paste the webhook URL in the designated field.
• Provide a platform name, such as ‘Pabbly Connect’.
• Click on the ‘Save Details’ button to finalize the connection.

This setup ensures that every new lead generated in Indiamart will be sent to Pabbly Connect, making it available for further processing.

4. Setting Up the Action in Pabbly Connect

With the trigger set up, the next step involves configuring the Action section. Select Salesforce as the action application and choose the action event as ‘Create Contact’. This step allows Pabbly Connect to create a new contact in Salesforce for every lead captured from Indiamart.

To connect Salesforce with Pabbly Connect, click on the ‘Connect’ button. You will be prompted to authorize the connection. After granting the necessary permissions, you can proceed to map the data from the Indiamart lead to the Salesforce contact fields.

Map the lead’s first name and last name to the corresponding fields in Salesforce. Map the email address, phone number, and address details as well. Fill in any additional fields required for the contact creation.

Once mapped, test the connection to ensure that the data flows correctly from Indiamart to Salesforce. If successful, you will see the new contact created in Salesforce.

5. Testing the Integration Between Indiamart and Salesforce

After setting up the integration, it’s crucial to test the workflow. Generate a test lead in your Indiamart account to see if Pabbly Connect captures the lead correctly. Fill in the necessary details and submit the inquiry.

Once the test lead is generated, return to your Pabbly Connect workflow and check if it has captured the response. You should see the details of the new lead displayed in the workflow. If everything is set up correctly, the lead will automatically create a new contact in your Salesforce account.

Finally, verify in Salesforce that the new contact reflects the details from the test lead. This successful integration showcases how Pabbly Connect can automate the lead management process, saving you time and enhancing efficiency.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the integration of leads from Indiamart to Salesforce. By following these steps, you can streamline your lead management process, ensuring quick responses and improved efficiency. Automate your workflows today with Pabbly Connect for better business management!