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Automating Lead Management: Integrating IndiaMART with Zoho CRM Using Pabbly Connect

Learn how to automate lead management by integrating IndiaMART with Zoho CRM using Pabbly Connect. Follow this detailed step-by-step tutorial for seamless automation. 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 the process of adding leads from IndiaMART to Zoho CRM, we first need to set up Pabbly Connect. Start by signing in to your Pabbly account. If you are new, you can create a free account which gives you access to 100 tasks monthly.

After logging in, navigate to the Pabbly Connect dashboard. Here, you can access all your workflows. Click on the ‘Create Workflow’ button to start building your automation process.

Creating the Trigger from IndiaMART

The next step involves creating a trigger that will listen for new leads from IndiaMART. Select IndiaMART as your trigger application. Choose the event as ‘New Lead’ which will activate the workflow whenever a new lead is generated.

To connect IndiaMART with Pabbly Connect, you need to provide a Webhook URL. This URL acts as a bridge between IndiaMART and Pabbly Connect. Follow these steps:

Log in to your IndiaMART account.
Navigate to the Leads Manager section.
Select Import/Export and then click on Push API.
Paste the Webhook URL provided by Pabbly Connect.

After setting up the Webhook URL, save the changes in IndiaMART. Now, every time a new lead is generated, it will trigger the workflow in Pabbly Connect.

Configuring Action in Zoho CRM

Once the trigger is set up, the next step is to configure the action in Zoho CRM. Select Zoho CRM as your action application. The action event you will choose is ‘Create Contact’. This allows you to add the new lead as a contact in your Zoho CRM.

To establish the connection, enter your Zoho CRM domain. Authorize the connection by logging into your Zoho account and granting the necessary permissions to Pabbly Connect. Once authorized, proceed to map the fields from the IndiaMART lead to the corresponding fields in Zoho CRM.

Map the first name from IndiaMART to the first name field in Zoho.
Map the last name if available, otherwise input a default value.
Continue mapping the email, phone number, and any other relevant fields.

After mapping all necessary fields, save the configuration. This setup ensures that every new lead from IndiaMART is automatically added as a contact in Zoho CRM.

Testing the Integration

With the trigger and action configured, it’s essential to test the integration to confirm everything is working correctly. Go back to your IndiaMART account and generate a test lead. This will initiate the trigger in Pabbly Connect.

Check the Pabbly Connect dashboard to see if the test lead data has been captured successfully. If the data appears as expected, proceed to verify the newly created contact in your Zoho CRM account.

To ensure the integration is fully functional, refresh the contacts page in Zoho CRM. If you see the new contact details reflecting there, the integration is successful. You can now automate your lead management process seamlessly.

Conclusion

In this tutorial, we successfully integrated IndiaMART with Zoho CRM using Pabbly Connect. This automation allows you to manage leads efficiently without manual intervention, enhancing your sales process significantly.

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By following these steps, you can streamline your workflow and ensure that every lead is promptly captured in your CRM, improving your overall productivity and response time.