How to Add IndiaMART Leads to Salesforce Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate the process of adding IndiaMART leads to Salesforce for Mutual Fund Services using Pabbly Connect in this detailed tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate the process of adding IndiaMART leads to Salesforce for Mutual Fund Services, you first need to access Pabbly Connect. Start by navigating to the Pabbly Connect homepage by typing ‘Pabbly.com/connect/’ in your browser. Once there, you will see options to sign in or sign up for free.

If you are an existing user, you can click on the ‘Sign In’ button. New users will need to click on ‘Sign Up for Free’ to create an account. After signing up, you will receive 100 free tasks each month, allowing you to explore the features of Pabbly Connect and test various automations.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, you will be directed to the dashboard. To create a new workflow, click on the ‘Create Workflow’ option. A dialog box will appear, prompting you to name your workflow. For this integration, you can name it ‘IndiaMART Leads to Salesforce for Mutual Fund Services’.

• Select the appropriate folder for your workflow.
• Click on ‘Create’ to proceed.
• You will see two important windows: Trigger and Action.

In this setup, the trigger will be IndiaMART, and the action will be Salesforce. The trigger indicates when a new lead is received, and the action specifies what happens next—adding the lead to Salesforce.

3. Setting Up the Trigger in Pabbly Connect

Now, select IndiaMART as your trigger application. The trigger event you want to choose is ‘New Lead’. This setup ensures that every time a lead comes in through IndiaMART, it will initiate the workflow in Pabbly Connect.

After selecting the trigger event, you will receive a webhook URL and instructions. Copy the webhook URL, as it will be used to connect IndiaMART with Pabbly Connect. Next, log into your IndiaMART account and navigate to the Lead Manager section.

• Select ‘Import/Export Leads’ from the menu.
• Choose ‘Push API’ and deactivate any existing webhook.
• Paste the copied webhook URL into the designated field.

After saving the details, your webhook will be activated, establishing the connection between IndiaMART and Pabbly Connect.

4. Setting Up the Action in Pabbly Connect

With the trigger set up, the next step is to configure the action in Pabbly Connect. Select Salesforce as your action application and choose the action event ‘Create Lead’. Click on ‘Connect’ to establish the connection between Salesforce and Pabbly Connect.

Log into your Salesforce account to facilitate the connection. You will have the option to add a new connection or select an existing one. After allowing access, you will be able to map the fields from IndiaMART to Salesforce.

Map the first name, last name, email, and phone number from the lead details. Ensure the company name and city are also mapped correctly. Use the ‘Text Formatter’ feature in Pabbly Connect to split combined names.

Once all fields are mapped, click on ‘Save and Send Test Request’ to verify that the lead is successfully created in Salesforce.

5. Conclusion

By following these steps, you can successfully automate the addition of IndiaMART leads to Salesforce for Mutual Fund Services using Pabbly Connect. This integration streamlines your lead management process, ensuring that every inquiry is captured and recorded efficiently.

Utilizing Pabbly Connect not only saves time but also enhances your ability to manage leads effectively, allowing you to focus on converting inquiries into satisfied clients.