How to Add IndiaMART Leads to Zoho Bigin as Contacts Using Pabbly Connect

Learn how to automate adding IndiaMART leads to Zoho Bigin as contacts using Pabbly Connect. Step-by-step guide for seamless integration. 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 Automation

To start automating the process of adding IndiaMART leads to Zoho Bigin as contacts, you need to access Pabbly Connect. First, sign up for a free account on the Pabbly Connect dashboard.

Once logged in, navigate to the dashboard where you can create a new automation workflow. This setup is essential for connecting your IndiaMART leads with Zoho Bigin using the powerful features of Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

After accessing the dashboard, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘IndiaMART Automation’ and choose the appropriate folder in your Pabbly Connect account.

• Click on ‘Create’ to open the workflow settings.
• You will see two windows: the trigger window and the action window.

This step is crucial as it sets the foundation for your automation process, allowing Pabbly Connect to facilitate the integration between IndiaMART and Zoho Bigin.

3. Setting Up the Trigger for IndiaMART Leads

In the trigger window, search for and select IndiaMART. Choose the trigger event as ‘New Leads’ from the dropdown menu. Click on ‘Connect’ and then select ‘Add New Connection’ to connect your IndiaMART account with Pabbly Connect.

To establish this connection, you will need the CRM API key from your IndiaMART account. Log into IndiaMART, navigate to settings, and find the CRM API option to generate your API key. Copy this key and paste it into Pabbly Connect, then click ‘Save’.

4. Testing the Trigger and Receiving Lead Details

After saving, click on ‘Save and Send Test Request’. This action will retrieve the details of the most recent lead from your IndiaMART account into Pabbly Connect. You will see the subject line, unique query ID, lead state, name, mobile number, email address, city, and product details in the response.

This verification step is essential to ensure that your connection is working correctly and that Pabbly Connect is successfully capturing leads from IndiaMART. Confirm that the details match what you expect from your IndiaMART account.

5. Adding Leads to Zoho Bigin as Contacts

Now, switch to the action step in your workflow. Search for Zoho Bigin and select it. Choose the action event ‘Create Contact’ from the dropdown. Click ‘Connect’ and then ‘Add New Connection’ to link your Zoho Bigin account with Pabbly Connect.

• Enter your Zoho domain, which you can find in the URL of your Zoho account.
• After connecting, map the fields from the IndiaMART lead response to create a new contact in Zoho Bigin.

Ensure you map the first name and last name separately using the text formatter feature in Pabbly Connect. After completing the mapping, click ‘Save and Send Test Request’ to add the lead as a contact in Zoho Bigin. Verify that the contact appears correctly in your Zoho Bigin account.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding IndiaMART leads to Zoho Bigin as contacts. By following these steps, you can efficiently manage your leads and enhance your CRM capabilities.