How to Add IndiaMART Leads to Salesforce Using Pabbly Connect

Learn how to integrate IndiaMART leads into Salesforce for the Cultural Club Programme using Pabbly Connect. Step-by-step tutorial included. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To add IndiaMART leads to Salesforce, you first need to access Pabbly Connect. This platform allows you to automate the process of transferring leads seamlessly between applications.

Start by visiting the Pabbly Connect homepage. If you’re a new user, click on ‘Sign Up Free’ to create an account and get 100 free tasks every month. Existing users can simply click ‘Sign In’ to access their dashboard.

Creating a Workflow in Pabbly Connect

In this section, we will create a workflow in Pabbly Connect to facilitate the integration. Once logged in, click on the ‘Create Workflow’ button in the top right corner of the dashboard.

In the dialog box that appears, name your workflow, for example, ‘Add IndiaMART Leads to Salesforce for Culture Club Programme’. Select a folder to save your workflow, such as ‘Automations’. If needed, you can create a new folder for better organization.

• Click on ‘Create’ to proceed.
• You will see the trigger and action setup interface.

Now, we are ready to set up the trigger for our workflow. This is where Pabbly Connect starts capturing leads from IndiaMART.

Setting Up the Trigger for IndiaMART

To capture new leads from IndiaMART, select IndiaMART as your trigger application in Pabbly Connect. Choose the trigger event as ‘New Lead’. This means that every time a new lead is generated in IndiaMART, it will automatically trigger the action in Salesforce.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used to connect your IndiaMART account with Pabbly Connect.

• Log in to your IndiaMART seller account.
• Navigate to Lead Manager and select ‘Import/Export Leads’.
• Choose ‘Push API’ and enter the webhook URL in the designated field.

This setup allows Pabbly Connect to receive data from IndiaMART whenever a new lead is created, ensuring that no lead is missed.

Connecting Salesforce to Pabbly Connect

After setting up the trigger, the next step is to connect Salesforce to Pabbly Connect. Select Salesforce as your action application and choose the action event as ‘Create Lead’. This means every new lead from IndiaMART will now be created as a lead in Salesforce.

Click on ‘Connect with Salesforce’ to establish the connection. You will need to authorize Pabbly Connect to access your Salesforce account. Once authorized, you can begin mapping the fields from the new lead.

Map the lead’s name, phone number, and email address from the trigger step. Fill in any optional fields if necessary.

This dynamic mapping ensures that every time a new lead is received from IndiaMART, the information is accurately reflected in Salesforce, enhancing your lead management process using Pabbly Connect.

Testing the Integration

To ensure everything works correctly, it’s important to test the integration you set up using Pabbly Connect. Generate a test lead in your IndiaMART account to see if it successfully creates a lead in Salesforce.

After submitting the test lead, check your Salesforce account to confirm that the lead appears with all the correct details. If everything is set up correctly, you should see the new lead with the name, phone number, and email populated from the IndiaMART inquiry.

If the lead appears, your integration is successful! If not, review the steps to ensure everything is connected properly.

This testing phase is crucial to verify that Pabbly Connect is functioning as intended, automating your lead management effectively.

Conclusion

In this tutorial, we successfully integrated IndiaMART leads into Salesforce using Pabbly Connect. By following these steps, you can automate lead management, ensuring no inquiries are missed and enhancing your operational efficiency.