How to Add IndiaMART Leads to HubSpot CRM as Contacts | IndiaMART HubSpot Automation

Learn how to automate the addition of IndiaMART leads to HubSpot CRM contacts using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for IndiaMART and HubSpot Integration

To start adding IndiaMART leads to HubSpot CRM as contacts, access Pabbly Connect. Open your browser and search for ‘Pabbly.com/connect’. You will find options to sign up or sign in. If you’re new, click on ‘Sign up for free’ to get started with 100 free tasks each month.

After signing in, you will see all Pabbly applications. Click on ‘Access Now’ for Pabbly Connect. This will direct you to the dashboard where you can create your automation workflow. Click on the ‘Create Workflow’ button to begin setting up the integration.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow to connect IndiaMART and HubSpot. Name your workflow as ‘IndiaMART Automation’ and select the folder where you want to save it. Click on ‘Create’ to open the workflow window.

This window is crucial as it defines the trigger and action for your automation. The trigger represents the event that starts the workflow, while the action is what happens as a result. In this case, the trigger will be IndiaMART and the action will be HubSpot CRM.

• Select ‘IndiaMART’ as the trigger application.
• Choose ‘New Leads’ as the trigger event.
• Click on ‘Connect’ to establish a connection.

After setting up the trigger, you will be prompted to connect your IndiaMART account. Follow the instructions to successfully link your account, allowing Pabbly Connect to capture new leads automatically.

3. Connecting IndiaMART with Pabbly Connect

To connect IndiaMART, click on ‘Add a New Connection’ and paste the CRM API key from your IndiaMART account. Navigate to your IndiaMART settings, find ‘Account Settings’, and then ‘CRM API’ to copy your API key.

Once you have pasted the key into Pabbly Connect, click ‘Save’. This action will successfully link your IndiaMART account with Pabbly Connect, allowing it to capture the latest lead information.

• Ensure you click ‘Save and Send Test Request’ to test the connection.
• Pabbly Connect will capture the latest lead details from your IndiaMART account.

After testing, you will see the details of the latest lead captured, confirming that the connection between IndiaMART and Pabbly Connect is successful.

4. Setting Up HubSpot CRM as the Action in Pabbly Connect

Now that you have set up IndiaMART as the trigger, it’s time to configure HubSpot CRM as the action. Search for HubSpot in the action application section and select it.

Choose ‘Create Contact’ as the action event. Click on ‘Connect’ to link your HubSpot account with Pabbly Connect. If you haven’t connected HubSpot yet, you will need to create a new connection.

Select ‘Add a New Connection’ to connect HubSpot. Fill in required details for the contact creation.

Once connected, you will be prompted to fill in contact details. This includes mapping the email, phone number, and other relevant fields from the IndiaMART lead data captured by Pabbly Connect.

5. Mapping Lead Details to HubSpot CRM

In this final step, you will map the details from the IndiaMART lead to the contact fields in HubSpot. Start by mapping the email address from the previous step’s data.

Next, you will need to split the full name received from IndiaMART into first and last names. Use the Text Formatter by Pabbly Connect to achieve this. Set the separator as a space and map the results accordingly.

Map the first name and last name from the split results. Map the city and state fields as well.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to create a new contact in HubSpot. Upon successful completion, you will see the new contact reflected in your HubSpot CRM, confirming that Pabbly Connect has successfully automated the process.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to seamlessly add IndiaMART leads to HubSpot CRM as contacts. By following the outlined steps, you can automate your lead management process effectively.