How to Add IndiaMART Leads to Freshdesk CRM Using Pabbly Connect

Learn how to integrate IndiaMART leads into Freshdesk CRM using Pabbly Connect. Follow our step-by-step tutorial for seamless automation. 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 begin integrating IndiaMART leads into Freshdesk CRM, you must access Pabbly Connect. This platform allows you to automate workflows without coding. Start by visiting the Pabbly Connect website and signing in or creating a new account.

Once logged in, you will reach the Pabbly Connect dashboard. Here, you can manage your workflows easily. Click on the ‘Create Workflow’ button to get started with your integration process.

2. Creating a New Workflow in Pabbly Connect

Creating a new workflow is essential for automating the lead capture process. In Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow as ‘IndiaMART Automation’ and select a folder to save it.

• Click on the ‘Create’ button to proceed.
• You will see two boxes: Trigger and Action.
• Set up your Trigger first to capture new leads.

In the Trigger application box, search for IndiaMART and select it. Choose the ‘New Leads’ event as your trigger. This setup ensures that every time a new lead is generated, Pabbly Connect captures the details automatically.

3. Connecting IndiaMART to Pabbly Connect

After setting up the trigger, you need to connect your IndiaMART account to Pabbly Connect. Click on ‘Add New Connection’ and provide your CRM key to establish the link. You can find this key in your IndiaMART account settings under ‘CRM API’.

Once you paste the CRM key into Pabbly Connect, click on ‘Save’ to confirm the connection. A successful connection allows Pabbly Connect to retrieve lead details from your IndiaMART account.

4. Setting Up the Action to Create Contacts in Freshdesk

Now that your trigger is set, it’s time to configure the action in Pabbly Connect. Search for Freshdesk in the Action application box and select it. Choose ‘Create Contact’ as the action event.

• Click on ‘Add New Connection’ to link Freshdesk with Pabbly Connect.
• Provide your Freshdesk API key, account password, and subdomain.
• Click on ‘Save’ to finalize the connection.

After successfully connecting Freshdesk, you can map the lead details from IndiaMART to create a new contact. This mapping allows you to automatically fill in the contact information based on the lead data received.

5. Testing the Integration and Finalizing Setup

With all configurations in place, it’s essential to test your integration in Pabbly Connect. Click on ‘Save and Send Test Request’ to verify that the lead details are being captured correctly. If successful, you will receive a positive response confirming the new contact creation.

To see the results, check your Freshdesk account under the contacts section. You should see the newly created contact with the details pulled from IndiaMART. This confirms that your automation is functioning correctly, saving you time and effort in managing leads.

Conclusion

By following this tutorial, you have successfully integrated IndiaMART leads into Freshdesk CRM using Pabbly Connect. This automation streamlines your lead management process, ensuring that every new lead is captured and converted efficiently.