Automating Lead Management with Pabbly Connect and Salesforce CRM

Learn how to integrate IndiaMart leads with Salesforce CRM using Pabbly Connect for seamless automation in your business. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating lead management, you need to access Pabbly Connect. This platform allows you to connect various applications seamlessly. Simply visit the Pabbly Connect website and sign in or create a free account to explore its features.

After logging in, you will be directed to the dashboard where you can create workflows. Here are the steps to get started with your integration:

• Visit the Pabbly Connect website.
• Sign in or sign up for a free account.
• Navigate to the dashboard to create a new workflow.

Using Pabbly Connect simplifies the process of managing leads from IndiaMart to Salesforce CRM, making it efficient and error-free.

2. Creating a Workflow in Pabbly Connect

To automate the lead transfer from IndiaMart to Salesforce, you must create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. Name your workflow appropriately, such as ‘Add IndiaMart Leads to Salesforce’.

Next, you will select a folder to save your workflow. You can create multiple folders for better organization. Once you have named your workflow and selected a folder, click on the ‘Create’ button to proceed. This step sets up the foundation for your automation.

• Click on ‘Create Workflow’.
• Name your workflow (e.g., ‘Add IndiaMart Leads to Salesforce’).
• Select a folder for organization.

Now, you have successfully created a workflow in Pabbly Connect, ready to define the trigger and action for your automation.

3. Setting Up the Trigger for IndiaMart Leads

The next step in your automation process is to set up the trigger in Pabbly Connect. Select ‘IndiaMart’ as your trigger application. The trigger event will be ‘New Leads’. This means every time a new lead is generated in your IndiaMart account, it will automatically trigger the workflow.

After selecting the trigger event, you will receive a webhook URL from Pabbly Connect. This URL is essential for connecting your IndiaMart account. Copy this URL and head to your IndiaMart account to set up the webhook integration.

Select ‘IndiaMart’ as the trigger application. Choose the trigger event ‘New Leads’. Copy the provided webhook URL.

By setting up this trigger, Pabbly Connect will automatically monitor your IndiaMart account for new leads, streamlining your lead management process.

4. Configuring IndiaMart to Work with Pabbly Connect

Now that you have the webhook URL, go to your IndiaMart account and navigate to the ‘Lead Manager’ section. Here, you will find the option to set up the Push API integration. Select ‘Other’ as the source and enter ‘Pabbly Connect’ as the CRM platform name. Paste the webhook URL you copied earlier into the appropriate field.

Once you have entered these details, click on ‘Save Details’. You will then need to generate an OTP to confirm the integration. Enter the OTP you receive on your phone and click on ‘Submit’. This completes the setup of the webhook on IndiaMart, allowing it to send new leads to Pabbly Connect.

Navigate to ‘Lead Manager’ in IndiaMart. Set up the Push API integration and select ‘Other’ as the source. Enter ‘Pabbly Connect’ and paste the webhook URL.

With this configuration, Pabbly Connect is now ready to receive leads from your IndiaMart account automatically.

5. Finalizing Integration with Salesforce CRM

After configuring IndiaMart, return to your Pabbly Connect workflow. Here, select ‘Salesforce’ as your action application. The action event will be ‘Create a New Lead’. This means whenever a new lead is captured from IndiaMart, it will be added to your Salesforce CRM automatically.

To connect Salesforce with Pabbly Connect, click on ‘Connect’ and then select ‘Add New Connection’. You will be prompted to allow access to your Salesforce account. Once connected, you can map the lead details from the trigger step to the corresponding fields in Salesforce.

Select ‘Salesforce’ as the action application. Choose ‘Create a New Lead’ as the action event. Connect Salesforce and map the lead details.

This final step ensures that Pabbly Connect automates the lead transfer process, allowing you to manage your leads efficiently in Salesforce CRM.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the integration of IndiaMart leads into Salesforce CRM. By following the steps outlined, you can streamline your lead management process, saving time and reducing errors. Automating this workflow allows businesses to focus on building customer relationships and enhancing productivity.