How to Add IndiaMART Leads in ERPNext CRM Using Pabbly Connect

Learn how to seamlessly add IndiaMART leads to ERPNext CRM using Pabbly Connect. This step-by-step guide covers automation and API integration. 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. Setting Up Pabbly Connect for IndiaMART and ERPNext CRM Integration

To start adding IndiaMART leads to ERPNext CRM, the first step is to set up Pabbly Connect. Begin by signing up for a free account on Pabbly Connect and accessing the dashboard. This platform will facilitate the automation process between IndiaMART and ERPNext CRM.

Once you’re on the Pabbly Connect dashboard, create a new workflow. Click on the ‘Create Workflow’ button, name it (for example, ‘IndiaMART to ERPNext’), and select the appropriate folder. This workflow will serve as the bridge between IndiaMART and ERPNext CRM, allowing you to automate lead management.

2. Setting Up the Trigger for IndiaMART Leads

Next, set up the trigger in Pabbly Connect to capture new leads from IndiaMART. In the workflow, select IndiaMART as the app in the trigger window. Choose the trigger event ‘New Leads’ to specify that the workflow should activate whenever a new lead is generated.

• Select IndiaMART in the ‘Choose App’ section.
• Pick ‘New Leads’ as the trigger event.
• Connect your IndiaMART account using the CRM API key.

To obtain the CRM API key, log into your IndiaMART account, navigate to settings, and find the API key under the ‘CRM API’ section. Once you paste this key into Pabbly Connect, click on ‘Save’ and then ‘Send Test Request’ to ensure the connection is successful and receive the latest lead details.

3. Setting Up the Action to Add Leads to ERPNext CRM

After successfully setting up the trigger, the next step is to configure the action that will add the lead information to ERPNext CRM using Pabbly Connect. In the action window, select ERPNext CRM as the app and choose the action event ‘Add Lead’.

To connect your ERPNext account, you will need your base URL, app client ID, and client secret. These can be found in the integration settings of your ERPNext account. Once you have entered these details into Pabbly Connect, click on ‘Save’ and allow permissions for the connection.

4. Mapping Lead Details from IndiaMART to ERPNext CRM

With the connection established, you can now map the lead details from IndiaMART to ERPNext CRM. In the action step, you will need to input the first name, last name, email, and mobile number of the lead. Use the mapping feature in Pabbly Connect to select the corresponding fields from the IndiaMART lead response.

• Map the first name and last name from the full name received.
• Input the email and mobile number from the lead response.
• Select the lead status as ‘Lead’.

After mapping all relevant fields, click on ‘Save and Send Test Request’. This action will send the lead information to ERPNext CRM, confirming that the integration is functioning as intended. You can verify this by checking the leads section in your ERPNext CRM.

5. Polling Interval and Conclusion

After setting up the automation, it’s important to understand the polling interval of Pabbly Connect. The platform checks for new leads from IndiaMART every 24 hours by default. However, if you require more frequent updates, you can contact the Pabbly Connect support team to reduce this interval to every 10 minutes.

In conclusion, using Pabbly Connect to integrate IndiaMART leads into ERPNext CRM streamlines your lead management process. This automation ensures that every new lead is captured efficiently, allowing you to focus on converting leads into customers. Follow these steps to set up your automation and enhance your CRM capabilities.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.