How to Add IndiaMART Leads to Salesforce Using Pabbly Connect

Learn how to integrate IndiaMART leads into Salesforce for biofertilizer using Pabbly Connect, streamlining your lead management process with automation. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating IndiaMART leads with Salesforce, first access Pabbly Connect. Visit the Pabbly Connect website by entering ‘Pabbly.com/connect’ in your browser. Once there, sign in to your account or create a new one if you are a first-time user.

After signing in, you will be directed to the Pabbly Connect dashboard. Here, you can manage your workflows. Click on ‘Create New Workflow’ to begin setting up the integration between IndiaMART and Salesforce.

2. Setting Up the Trigger for IndiaMART Leads

In this section, we will set up the trigger in Pabbly Connect for capturing leads from IndiaMART. Choose IndiaMART as your trigger application. The trigger event should be set to ‘New Lead’. This will initiate the workflow every time a new lead is generated.

• Select ‘IndiaMART’ from the application list.
• Choose ‘New Lead’ as the trigger event.
• Click on ‘Save and Continue’ to proceed.

After setting the trigger, you will need to connect your IndiaMART account to Pabbly Connect. This involves providing the necessary API details from your IndiaMART account to establish the connection.

3. Configuring Salesforce Action in Pabbly Connect

Next, we will configure the action in Pabbly Connect to send the captured leads to Salesforce. Select Salesforce as your action application and choose ‘Create Lead’ as the action event. This will allow you to create a new lead in Salesforce whenever a new lead is captured from IndiaMART.

To set up this action, you will need to authenticate your Salesforce account within Pabbly Connect. Provide your Salesforce credentials and allow the necessary permissions for data transfer.

• Select ‘Salesforce’ as the action application.
• Choose ‘Create Lead’ as the action event.
• Authenticate your Salesforce account.

Once authenticated, map the fields from the IndiaMART lead to the corresponding fields in Salesforce. This ensures that all relevant information is transferred accurately.

4. Testing and Activating Your Workflow

After mapping the fields, it’s important to test your workflow in Pabbly Connect. Click on the ‘Test’ button to ensure that the integration works correctly. This will simulate the process of sending a lead from IndiaMART to Salesforce.

If the test is successful, you will see a confirmation message. Once confirmed, activate your workflow to start the automation process. This means every new lead from IndiaMART will now automatically create a lead in Salesforce.

Click ‘Test’ to simulate the workflow. Confirm the successful test message. Activate your workflow to enable automation.

Now, your integration is complete, and you can manage your leads seamlessly between IndiaMART and Salesforce using Pabbly Connect.

5. Conclusion

In conclusion, integrating IndiaMART leads into Salesforce for biofertilizer management using Pabbly Connect automates your workflow. This integration saves time and ensures all leads are captured effectively, enhancing your business operations.

By following these steps, you can streamline your lead management process and focus on growing your biofertilizer business.