How to Add IndiaMART Leads to Salesforce Using Pabbly Connect

Learn how to integrate IndiaMART leads into Salesforce for your fabrication business using Pabbly Connect. Step-by-step tutorial included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate IndiaMART leads into Salesforce, you need to access Pabbly Connect. Start by opening your browser and searching for Pabbly Connect. This platform is crucial for automating the lead transfer process from IndiaMART to Salesforce.

Once you arrive at the landing page, you will see options to either sign in or sign up for free. If you are new, click the ‘Sign Up for Free’ button, which takes just two minutes and provides you with 100 free tasks every month. For existing users, simply click ‘Sign In’ to access your dashboard.

2. Creating a Workflow in Pabbly Connect

In your Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button, which will prompt you to name your workflow. For this integration, name it something like ‘Add IndiaMART Leads to Salesforce for Fabrication Business’. using Pabbly Connect

• Select the folder where you want to save your workflow.
• Click ‘Create’ to proceed to the trigger and action setup.

Now, you will see two main boxes: one for the trigger and one for the action. The trigger is what starts the workflow, while the action is what happens as a result. Here, you will set up your trigger first by selecting IndiaMART as your trigger application and choosing the event ‘New Leads’.

3. Setting Up the Trigger with IndiaMART

After selecting IndiaMART as the trigger application, you need to connect it with Pabbly Connect. For this, you will use the VAB URL provided by Pabbly Connect. Copy this URL as it will act as a bridge between IndiaMART and Pabbly Connect.

Next, go to your IndiaMART account and navigate to the Lead Manager section. Click on the hamburger icon and select ‘Import/Export Leads’. Here, you will find the option to use the Push API. You need to create a new integration by pasting the copied VAB URL into the designated field. After that, save the details and generate an OTP to complete the integration process.

4. Adding Leads to Salesforce

With the trigger set, the next step is to configure the action in Pabbly Connect. Search for Salesforce as your action application and select it. You will have the option to create a new lead or record. Choose the ‘Create Lead’ action event.

Now, you need to connect Salesforce to Pabbly Connect. Click on ‘Add New Connection’ and allow Pabbly Connect to access your Salesforce account. Once connected, you will be prompted to map the lead details from IndiaMART to Salesforce. This mapping is essential for ensuring that all relevant lead information is transferred correctly.

• Map the sender’s name to the lead’s first and last name fields.
• Map the company name, phone number, and email address accordingly.
• Fill in the lead description with the inquiry message.

Once all details are mapped, save the workflow. This will ensure that every new lead from IndiaMART is automatically added to Salesforce.

5. Testing the Integration

To confirm that your integration works, create a test inquiry in IndiaMART. Use the test data option available in your account and send it to the VAB URL. This action will trigger the workflow you set up in Pabbly Connect.

After sending the test inquiry, return to Pabbly Connect to check the response. You should see a successful status indicating that the inquiry details have been captured. This confirms that your integration is functioning correctly, and the lead has been added to Salesforce.

Finally, check your Salesforce account under the Leads section to verify that the new lead appears with all the mapped details, confirming that Pabbly Connect has successfully automated the process of adding IndiaMART leads to Salesforce.

Conclusion

Integrating IndiaMART leads into Salesforce using Pabbly Connect streamlines your fabrication business operations. This setup allows for automatic lead management, ensuring no inquiries are missed and improving response times.