How to Add IndiaMART Leads to Salesforce Using Pabbly Connect

Learn how to automate the process of adding IndiaMART leads to Salesforce for your plywood business using Pabbly Connect. Follow our step-by-step guide for seamless integration.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start integrating IndiaMART leads into Salesforce, first, you need to access Pabbly Connect. This platform automates the process of handling leads efficiently. Begin by visiting the Pabbly Connect website and signing in to your account.

If you are a new user, you can sign up for free, gaining access to 100 free tasks every month. Once logged in, you will see the dashboard where all Pabbly applications are listed. Click on the Pabbly Connect icon to proceed with creating your workflow.

2. Creating a New Workflow in Pabbly Connect

In this section, you will create a workflow to automate the lead addition process. Click on the ‘Create Workflow’ button in the top right corner of your Pabbly Connect dashboard. A dialog box will appear asking for the workflow name.

• Name your workflow: ‘Add IndiaMART Leads to Salesforce for Plywood Business’
• Select a folder to save the workflow, e.g., ‘IndiaMART Automations’

After naming your workflow and selecting the folder, click the ‘Create’ button. You will now see two sections: Trigger and Action. The trigger is the event that starts the automation, while the action is what happens as a result.

3. Setting Up the Trigger in Pabbly Connect

For the trigger application, select ‘IndiaMART’ within your Pabbly Connect workflow. This will ensure that whenever a new lead is created in IndiaMART, it will trigger the automation process. Choose the event as ‘New Lead’ to capture new inquiries automatically.

Pabbly Connect will provide a webhook URL that you need to copy. This URL will be used to connect your IndiaMART account with Pabbly Connect. Log into your IndiaMART account, navigate to the Lead Manager, and select the Push API section to set up the integration.

• Paste the webhook URL in the designated field.
• Enter ‘Pabbly Connect’ as the platform name.

After saving the details, return to your Pabbly Connect workflow. You should see a message indicating that it is waiting for a webhook response. Generate a test lead in your IndiaMART account to check if the integration is successful.

4. Generating a Test Lead in IndiaMART

To verify the webhook connection, log back into your IndiaMART account and create a test lead. Fill in the required details such as product name, inquiry details, and GST number. Once all information is entered, submit the lead.

After submitting, return to your Pabbly Connect workflow. If the webhook is connected successfully, you should see the details of the new lead captured in the response section. This confirms that Pabbly Connect is properly receiving data from IndiaMART.

Check for the response status indicating success. Review the captured lead details to ensure accuracy.

Now that the trigger setup is confirmed, you can proceed to create the corresponding lead in Salesforce using the captured data.

5. Setting Up the Action to Create Leads in Salesforce

Next, select ‘Salesforce’ as the action application in your Pabbly Connect workflow. The action event should be set to ‘Create Lead’. Click on the connect button to establish a connection with your Salesforce account.

Authorize the connection by clicking the ‘Allow’ button when prompted. Once authorized, you will need to map the fields from the IndiaMART lead to the Salesforce lead fields. This includes first name, last name, company name, and other relevant details.

Map the first name and last name fields appropriately. Fill in the company name, phone number, and email address.

Once all fields are mapped correctly, click on the ‘Save and Send Test Request’ button. If everything is set up correctly, you should receive a positive response indicating that the lead has been created in Salesforce. Refresh your Salesforce leads page to confirm the new lead is listed there.

Conclusion

Using Pabbly Connect, integrating IndiaMART leads into Salesforce is seamless and efficient. This automation allows you to focus on high-priority leads, improving your sales process and productivity. By following these steps, you can ensure that every inquiry is captured and managed effectively.