How to Add IndiaMART Leads to Salesforce Using Pabbly Connect

Learn how to integrate IndiaMART leads with Salesforce for your home textile business using Pabbly Connect. Follow this detailed step-by-step guide. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for IndiaMART and Salesforce Integration

Pabbly Connect serves as a powerful automation tool to integrate IndiaMART leads with Salesforce seamlessly. By using Pabbly Connect, you can effortlessly add inquiries from IndiaMART into your Salesforce account, ensuring efficient lead management. This integration is crucial for businesses in the home textile and furnishing sector.

With Pabbly Connect, you can automate the process of capturing leads from IndiaMART without any coding skills. This allows you to focus on your business while ensuring that all inquiries are systematically logged into your CRM.

2. Setting Up Pabbly Connect for IndiaMART

To start using Pabbly Connect, first, navigate to the Pabbly Connect website in your browser. If you do not have an account, click on the ‘Sign Up for Free’ button to create one. After signing up, log in to access the dashboard.

• Access the Pabbly Connect dashboard.
• Click on the ‘Create Workflow’ button to initiate a new workflow.
• Name your workflow as ‘Add IndiaMART Leads to Salesforce’.

After naming your workflow, select the appropriate folder to save it. This organization helps you manage multiple workflows effectively within Pabbly Connect.

3. Setting Up the Trigger for IndiaMART Leads

In your Pabbly Connect workflow, the first step is to set up the trigger application, which in this case is IndiaMART. Search for IndiaMART in the trigger application section and select it.

Next, choose the trigger event as ‘New Leads’. This event will initiate the workflow whenever a new lead is generated through IndiaMART. You will need to copy the webhook URL provided by Pabbly Connect to facilitate the connection.

• Navigate to your IndiaMART account and go to the Lead Manager.
• Click on the hamburger icon and select ‘Import / Export Leads’.
• Choose ‘Push API’ to create a new integration.

Once you have set up the trigger, paste the copied webhook URL into the corresponding field in your IndiaMART integration settings. This connection will allow IndiaMART to send lead data to Pabbly Connect automatically.

4. Setting Up the Action to Create Leads in Salesforce

After configuring the trigger, the next step in Pabbly Connect is to set up the action, which will be Salesforce in this scenario. Search for Salesforce in the action application section and select it.

Choose the action event as ‘Create Lead’. This action will add the lead details received from IndiaMART into your Salesforce account. Click on ‘Connect’, then select ‘Add New Connection’ to link your Salesforce account with Pabbly Connect.

Authorize Pabbly Connect to access your Salesforce account. Map the fields from the IndiaMART lead to the corresponding fields in Salesforce. Ensure all required fields are filled in the mapping process.

Once the mapping is complete, every new inquiry from IndiaMART will automatically create a corresponding lead in Salesforce, streamlining your lead management process.

5. Testing the Integration and Confirming Leads in Salesforce

After setting up both the trigger and action in Pabbly Connect, it’s essential to test the integration. To do this, generate a test lead in your IndiaMART account. This will allow you to see if the data flows correctly into Salesforce.

Once you create a test inquiry, return to Pabbly Connect to check if the response indicates success. If successful, navigate to your Salesforce account to confirm that the new lead has been created with the correct details.

Check the leads section in Salesforce for the newly created lead. Verify that all mapped details like name, email, and phone number are correct. If the lead appears correctly, the integration is successful.

By following these steps, you can ensure that every inquiry from IndiaMART is captured in Salesforce, enhancing your lead management through Pabbly Connect.

Conclusion

Integrating IndiaMART leads with Salesforce using Pabbly Connect is a straightforward process that significantly enhances lead management for your home textile business. With this automation, you can ensure timely follow-ups and organized lead tracking, allowing you to focus on growing your business.