How to Add IndiaMART Leads to Salesforce Using Pabbly Connect

Learn how to seamlessly integrate IndiaMART leads into Salesforce for the Media, PR & Publishing industry using Pabbly Connect. Step-by-step tutorial included. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for IndiaMART Leads

To automate the process of adding IndiaMART leads to Salesforce, we will use Pabbly Connect. First, visit the Pabbly Connect homepage at Pabbly.com/sl/connect. Here, you can sign up for a free account or log in if you are an existing user.

Once logged in, you will see the dashboard. To create a workflow for integrating IndiaMART leads with Salesforce, click on the ‘Create Workflow’ button at the top right corner. Name your workflow appropriately, such as ‘Add IndiaMART Leads to Salesforce’ and choose a folder for organization.

2. Creating the Trigger for IndiaMART Leads

After setting up your workflow in Pabbly Connect, the next step is to create a trigger for IndiaMART. Select IndiaMART as your trigger application. This will allow Pabbly Connect to listen for new leads from your IndiaMART account.

• Select the trigger event as ‘New Leads’.
• Copy the generated webhook URL provided by Pabbly Connect.
• Log in to your IndiaMART account and navigate to Lead Manager.

In the Lead Manager, choose the ‘Import/Export Leads’ option, and select ‘Push API’. Here, you will enter the webhook URL you copied earlier and set the CRM platform name as Pabbly Connect. After saving the details, generate an OTP and enter it to complete the setup.

3. Testing the Webhook for IndiaMART

Now that the trigger is set up, it’s essential to test the webhook to ensure it captures leads correctly. In Pabbly Connect, you will see that it is waiting for a webhook response. To generate a test lead, go back to your IndiaMART account and click on the ‘Test Your Webhook Listener URL’ button.

• Click the test button to send a test lead to Pabbly Connect.
• Check the response in Pabbly Connect to ensure it reflects the test lead details.

Upon receiving a successful response, you will see details such as the sender’s name, email, and query message. This confirms that the webhook is functioning correctly and that Pabbly Connect is ready to process leads as they come in.

4. Setting the Action to Create a Lead in Salesforce

With the trigger successfully tested, the next step is to set up the action in Pabbly Connect to create a lead in Salesforce. Select Salesforce as your action application and choose the ‘Create a Lead’ action event.

To connect Salesforce with Pabbly Connect, click on ‘Connect’ and then select ‘Add New Connection’. Provide the necessary permissions to allow Pabbly Connect to access your Salesforce account. Once authorized, you will be able to map the data from the IndiaMART lead to the fields in Salesforce.

Map the lead’s name, email, and phone number from the webhook response. Select the lead source as ‘Web’ and set the status to ‘Open’.

After mapping the required fields, click on ‘Save and Send Test Request’ to create a lead in Salesforce. You should receive a confirmation that the lead was created successfully, indicating that the integration is complete.

5. Conclusion: Automating IndiaMART Leads to Salesforce with Pabbly Connect

In this tutorial, we demonstrated how to integrate IndiaMART leads into Salesforce using Pabbly Connect. By automating this process, you can save time and ensure that no leads are missed, allowing for a more efficient sales process.

With Pabbly Connect, you can easily manage leads from IndiaMART, ensuring they are promptly added to your Salesforce account for better tracking and follow-up. This integration streamlines your workflow and enhances productivity in the Media, PR, and Publishing industry.