How to Add IndiaMART Leads to Salesforce Using Pabbly Connect

Learn how to seamlessly integrate IndiaMART leads into Salesforce for the Semiconductor industry using Pabbly Connect. Step-by-step guide included. 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 start integrating IndiaMART leads into Salesforce, you first need to access Pabbly Connect. Open your browser and type in Pabbly.com/connect to reach the landing page.

Once there, sign in to your existing account or create a new one. By signing up, you get 100 free tasks monthly. After logging in, you will see the dashboard where you can manage your workflows. Click on the ‘Pabbly Connect’ option to begin setting up your integration.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect for adding IndiaMART leads to Salesforce. Click on ‘Create Workflow’ and name it appropriately, such as ‘Add IndiaMART Leads to Salesforce for Semiconductor Industry’. Select the folder for organization.

• Name your workflow clearly for easy identification.
• Select an appropriate folder for better management.

After creating the workflow, you will see two boxes: one for the trigger and another for the action. The trigger will be set to IndiaMART, specifically for new leads. This configuration will ensure that every time a new lead is received, the action of adding it to Salesforce will automatically occur.

3. Setting Up the Trigger with IndiaMART

To set up the trigger in Pabbly Connect, select IndiaMART as your trigger application and choose the event as ‘New Lead’. This setup will initiate the workflow whenever a new inquiry is generated on IndiaMART.

Next, you will need to connect your IndiaMART account to Pabbly Connect. A webhook URL will be generated, which acts as a bridge between IndiaMART and Pabbly Connect. Copy this URL as you will need to enter it in your IndiaMART settings.

• Select ‘New Lead’ as the trigger event.
• Copy the generated webhook URL for the next step.

After copying the webhook URL, proceed to your IndiaMART account to configure the webhook settings. This integration ensures that any new inquiries will be captured by Pabbly Connect and processed accordingly.

4. Configuring IndiaMART for Webhook Integration

In your IndiaMART seller dashboard, navigate to the Lead Manager section. Click on the three dots and select ‘Import/Export Leads’, then choose the ‘Push API’ option. Here, you need to specify the CRM platform as Pabbly Connect and paste the webhook URL you copied earlier.

Fill in the required fields including the reason for connecting, and then generate an OTP to complete the process. Once you submit, your webhook will be successfully integrated with Pabbly Connect. This allows IndiaMART to send lead data directly to Pabbly Connect whenever a new inquiry is made.

5. Adding Salesforce as the Action Application

In the final step, you will set up Salesforce as the action application in Pabbly Connect. Choose ‘Create Lead’ as the action event. If you do not have an existing connection, click on ‘Add New Connection’ to authenticate your Salesforce account.

Now, map the fields from the IndiaMART leads to the corresponding fields in Salesforce. This includes last name, first name, company name, and the query details. Ensure that you use the mapping feature to dynamically populate these fields with data received from IndiaMART.

Map all relevant fields accurately to ensure data integrity. Test the integration by sending a sample lead from IndiaMART.

After configuring all fields, click on ‘Save and Send Test Request’. If successful, you will see the lead created in your Salesforce account. This confirms that the integration between IndiaMART and Salesforce via Pabbly Connect is working correctly.

Conclusion

This tutorial has guided you through the process of integrating IndiaMART leads into Salesforce using Pabbly Connect. By following these steps, you can automate lead management efficiently, ensuring that no inquiries are missed in your semiconductor business.