How to Add IndiaMART Leads to Salesforce with Pabbly Connect

Learn how to seamlessly integrate IndiaMART leads into Salesforce for contract manufacturing services using Pabbly Connect. Follow this step-by-step guide for automation. 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. Accessing Pabbly Connect for Integration

To start integrating IndiaMART leads into Salesforce, you first need to access Pabbly Connect. This platform allows you to automate processes seamlessly. Begin by visiting the Pabbly Connect website and signing into your account. If you are a new user, you can sign up for free and get 100 tasks monthly.

Once logged in, you will see the dashboard with various Pabbly products. Click on the ‘Access Now’ button for Pabbly Connect to begin. The dashboard will display your workflows, allowing you to create a new automation.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow for adding IndiaMART leads to Salesforce. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will appear, prompting you to name your workflow. Enter a name like ‘Add IndiaMART Leads to Salesforce for Contract Manufacturing Services.’ using Pabbly Connect

• Name your workflow clearly to reflect its purpose.
• Select a folder to save your workflow, ensuring it’s organized.

After naming your workflow and selecting the appropriate folder, click on the ‘Create’ button. You will see two windows labeled ‘Trigger’ and ‘Action.’ The trigger signifies when the automation starts, while the action defines what happens next. In this case, you will set up IndiaMART as the trigger application.

3. Setting Up IndiaMART as the Trigger

To set the trigger, select ‘IndiaMART’ as the trigger application in Pabbly Connect. For the trigger event, choose ‘New Leads.’ This setup ensures that every time a new lead is generated in IndiaMART, it will trigger the automation.

Once you select the trigger application and event, Pabbly Connect will provide a unique webhook URL. Copy this URL as it will be used to connect IndiaMART with Pabbly Connect. Now, log into your IndiaMART account and navigate to the Lead Manager section.

• Go to Lead Manager from the left panel.
• Select ‘Import/Export Leads’ and then click on ‘Push API’.
• Paste the copied webhook URL into the designated field.

After pasting the URL, save the details. This action will successfully link IndiaMART with Pabbly Connect, making it ready to capture leads.

4. Testing the Connection Between IndiaMART and Pabbly Connect

After setting up the webhook, it’s crucial to test the connection. Generate a test lead in your IndiaMART account to ensure that Pabbly Connect captures the lead details accurately. To do this, navigate back to your IndiaMART account and create a new lead.

When creating the test lead, fill in the necessary details such as the product inquiry, GST number, and any other required fields. Once you submit the lead, return to your Pabbly Connect workflow. You should see a notification indicating that the webhook has received a response.

Check for a success status indicating the lead was captured. Review the details captured, including name, phone number, and inquiry message.

This successful capture confirms that the connection between IndiaMART and Pabbly Connect is working properly, setting the stage for the next step.

5. Setting Up Salesforce as the Action Application

Now that the trigger is set, you need to configure Salesforce as the action application in Pabbly Connect. Select ‘Salesforce’ as your action application and choose ‘Create Lead’ as the action event. This step will allow you to automatically create a lead in your Salesforce account whenever a new lead is generated in IndiaMART.

Click on the ‘Connect’ button to authorize Pabbly Connect to access your Salesforce account. After granting permission, you will be prompted to map the lead details from the previous step into the Salesforce fields. This mapping process is essential for ensuring that the correct information is transferred.

Map the lead’s first name to the corresponding Salesforce field. Fill in required fields like last name, company name, and inquiry message. Set the lead source as ‘IndiaMART Lead’ for better tracking.

Once all fields are mapped correctly, click on the ‘Save and Test Request’ button. Check your Salesforce account to confirm that the new lead has been created successfully. This automation effectively streamlines your lead management process, ensuring no inquiries are missed.

Conclusion

In this tutorial, we explored how to integrate IndiaMART leads into Salesforce using Pabbly Connect. This automation significantly reduces manual data entry, allowing for efficient lead management. By following the steps outlined, you can ensure that every inquiry is promptly captured and acted upon.