How to Add IndiaMART Leads to Freshdesk CRM Using Pabbly Connect

Learn how to seamlessly integrate IndiaMART leads into Freshdesk CRM using Pabbly Connect with this step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To add IndiaMART leads to Freshdesk CRM, you will first need to access Pabbly Connect. This platform is crucial for automating the integration between these two applications. Start by opening a new tab and navigating to Pabbly’s website.

Once on the site, you will see options to sign in or sign up. If you do not have an account, click on the sign-up option, which is free and quick. After signing in, you will be directed to the Pabbly Connect dashboard, where you can create a new workflow.

2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow to automate the process of adding leads from IndiaMART to Freshdesk. Click on the ‘Create Workflow’ button located on the dashboard of Pabbly Connect. A pop-up will appear where you can name your workflow.

• Name the workflow as ‘IndiaMART Automation’.
• Select the folder where you want to save the workflow.

After naming and selecting the folder, click on the ‘Create’ button. You will now see two main sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result.

3. Setting Up the Trigger for IndiaMART Leads

The next step involves setting up the Trigger in Pabbly Connect. Click on the Trigger application section and search for ‘IndiaMART’. Select it, and then choose the trigger event as ‘New Leads’. This event will capture new leads automatically as they come in.

To connect IndiaMART with Pabbly Connect, click on ‘Add New Connection’. You will be prompted to enter your CRM key, which you can find by logging into your IndiaMART account and navigating to the account settings under the CRM API section.

4. Setting Up the Action in Freshdesk

After successfully setting up the Trigger, the next step is to configure the Action application, which is Freshdesk. In the Action section of Pabbly Connect, select ‘Freshdesk’ as the application. The action event you need to select is ‘Create Contact’.

• Click on ‘Connect’ and then ‘Add New Connection’.
• You will need to enter your Freshdesk API key, account password, and subdomain.

To find the API key, go to your Freshdesk account, click on your profile, and access the profile settings. Copy the API key and paste it into Pabbly Connect. After entering all the required information, click on ‘Save’ to establish the connection.

5. Mapping Lead Details to Create a New Contact

Now that the connection is established, it is time to map the lead details from IndiaMART to create a new contact in Freshdesk. This is done in the Action section of Pabbly Connect. You will see fields where you can input the details of the new contact.

Map the following details to create the contact:

Full Name Email Address Mobile Number Full Address

Once all details are mapped, click on ‘Save and Send Test Request’. If the setup is correct, you will receive a positive response indicating that a new contact has been created in your Freshdesk account.

Conclusion

In this tutorial, we demonstrated how to integrate IndiaMART leads into Freshdesk CRM using Pabbly Connect. By following these steps, you can automate the process of capturing new leads and creating contacts in your Freshdesk account. This integration not only saves time but also enhances your lead management efficiency.