How to Add IndiaMART Leads to Salesforce Using Pabbly Connect

Learn how to integrate IndiaMART leads into Salesforce using Pabbly Connect for seamless automation in your investment and insurance services. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To begin the process of adding IndiaMART leads to Salesforce, access Pabbly Connect by navigating to the URL Pabbly.com/connect/INR in your browser. Here, you will find options to sign in or sign up for free. If you are an existing user, click on the sign-in button to log into your account. New users can create a free account within two minutes, receiving 100 free tasks every month to explore this powerful automation platform.

Once logged in, you will be directed to the Pabbly Connect dashboard. This is where you can manage your workflows and integrations. To start creating a new workflow, click on the ‘Create Workflow’ option. You will be prompted to name your workflow, such as ‘Add IndiaMART Leads to Salesforce for Insurance and Investment Service.’ After naming your workflow, select a specific folder for organization and click on create.

Setting Up Trigger and Action in Pabbly Connect

In the new workflow screen, you will see two critical sections: Trigger and Action. The Trigger is what initiates the workflow, while the Action is the result that follows. For this integration, select IndiaMART as your trigger application and choose the ‘New Leads’ trigger event. This means that every time a new lead is generated in IndiaMART, it will trigger the workflow.

Next, you will need to build the connection between IndiaMART and Pabbly Connect. Upon selecting your trigger event, a webhook URL will be generated. This URL acts as a bridge for transferring lead data. Copy the webhook URL and head over to your IndiaMART account. In the Lead Manager section, find the option for ‘Push API’ and paste the webhook URL to establish the connection.

• Select ‘Other’ as the lead source in IndiaMART.
• Enter the platform name as Pabbly Connect.
• Save the details and generate an OTP for verification.

Once the webhook is activated, Pabbly Connect will be ready to capture incoming lead data. This connection ensures that every new inquiry is automatically sent to your Pabbly Connect account, allowing for seamless data management.

Testing the Webhook Connection

After setting up the webhook, it’s essential to test the connection to ensure everything is functioning correctly. To do this, create a dummy lead in IndiaMART. Fill in the necessary details such as name, email, phone number, and inquiry message, then submit the inquiry. This action will trigger the webhook, sending the lead information to Pabbly Connect.

Once the inquiry is submitted, return to your Pabbly Connect dashboard. You should see the response captured with all the lead details, including the name, email address, and inquiry message. This confirmation indicates that the integration between IndiaMART and Pabbly Connect is successful.

• Check the status of the lead response in Pabbly Connect.
• Verify that all the lead details match the information submitted in IndiaMART.
• Ensure that the unique query ID is generated for tracking.

With the successful capture of lead data, you are now ready to proceed to the next step of integrating Salesforce.

Integrating Salesforce with Pabbly Connect

Now that you have confirmed the webhook connection, it’s time to integrate Salesforce with Pabbly Connect. In the action step of your workflow, select Salesforce as your action application and choose the ‘Create Record’ action event. This action will allow you to add the lead details captured from IndiaMART directly into Salesforce.

Before proceeding, ensure you are logged into your Salesforce account. Click on the ‘Connect’ button in Pabbly Connect. If you have an existing connection, you can select it; otherwise, choose to add a new connection. You will be prompted to allow Pabbly Connect access to your Salesforce account. Click ‘Allow’ to authorize the connection.

Map the lead’s first name and last name from the captured data. Enter other required details such as email, phone number, and company name. Use the inquiry message as the description to identify leads.

Once all details are mapped correctly, click on ‘Save and Send Test Request’ to create the lead in Salesforce. A successful response will confirm that the lead has been added to your Salesforce CRM, allowing you to manage and nurture these leads effectively.

Conclusion

In this tutorial, we explored how to automate the process of adding IndiaMART leads to Salesforce using Pabbly Connect. By following the steps outlined, you can efficiently manage your leads for insurance and investment services, enhancing your business operations and customer engagement.