How to Add IndiaMART Leads to HubSpot CRM as Contacts Using Pabbly Connect

Learn how to automate adding IndiaMART leads to HubSpot CRM as contacts using Pabbly Connect. Follow our detailed step-by-step guide for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for IndiaMART and HubSpot Integration

To add IndiaMART leads to HubSpot CRM as contacts, you will first need to access Pabbly Connect. This platform serves as the central tool for automation between IndiaMART and HubSpot CRM. Start by searching for ‘Pabbly.com/connect’ in your browser.

Upon landing on the Pabbly Connect page, you have two options: sign up for free or sign in if you already have an account. New users can benefit from 100 free tasks every month. Once logged in, you will see all Pabbly applications, but for this tutorial, we will specifically use Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you will need to create a new workflow for automating the process. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow; enter a name like ‘IndiaMART Automation’ and select the folder where you want to save it.

• Click on ‘Create’ to open the workflow window.
• In this window, you will set a trigger and an action for the workflow.

In the trigger section, select ‘IndiaMART’ as the application and ‘New Leads’ as the trigger event. This will initiate the workflow whenever a new lead is received in IndiaMART. Next, click on ‘Connect’ to establish a connection with your IndiaMART account through Pabbly Connect.

3. Connecting IndiaMART Account and Setting Up the Trigger

To connect your IndiaMART account, click on ‘Add a New Connection’. You will need to enter your CRM API key, which can be found in your IndiaMART account settings. Navigate to the settings section in your IndiaMART account and copy the API key from the CRM API section.

• Paste the API key into the Pabbly Connect workflow.
• Click on ‘Save’ to establish the connection.

Once connected, click on ‘Save and Send Test Request’. This action will allow Pabbly Connect to capture the latest lead from your IndiaMART account. You will see the details of the lead, including the sender’s name, email, and other relevant information.

4. Setting Up HubSpot CRM as the Action Application

With the trigger set up, the next step is to configure HubSpot CRM as the action application. Search for ‘HubSpot CRM’ in the action application section of Pabbly Connect. Select it and choose ‘Create a Contact’ as the action event.

Click on ‘Connect’ to link your HubSpot account. If you haven’t connected before, select ‘Add a New Connection’ and follow the prompts to authenticate your HubSpot account. Once connected, you will be able to map the lead details from IndiaMART to HubSpot.

Map the required fields such as email, phone number, and names from the IndiaMART lead. Ensure to set the status as active and fill in any additional details you wish to include.

After mapping all necessary details, click on ‘Save and Send Test Request’. This will create a new contact in HubSpot with the information provided from the IndiaMART lead.

5. Finalizing the Integration and Testing

To finalize the integration between IndiaMART and HubSpot CRM, you will need to ensure that all mappings are correctly set. If you have a full name from the lead, you can use the Text Formatter by Pabbly Connect to split the name into first and last names.

Once you have split the names, map them accordingly in the HubSpot action step. After confirming that all details are correctly mapped, click on ‘Save and Send Test Request’ once more. You should receive a positive response indicating that a new contact has been created in HubSpot.

Check your HubSpot account to verify that the new contact appears with the correct information. This confirms that your automation workflow using Pabbly Connect is successful.

In summary, you have successfully set up an automated workflow that adds IndiaMART leads to HubSpot CRM as contacts using Pabbly Connect. This integration streamlines your lead management process effectively.

Conclusion

In this tutorial, we explored how to automate adding IndiaMART leads to HubSpot CRM as contacts using Pabbly Connect. By following the step-by-step process, you can enhance your lead management efficiency and ensure timely follow-ups.