How to Add IndiaMART Leads to Zoho CRM Automatically Using Pabbly Connect

Learn how to automatically add IndiaMART leads to Zoho CRM using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start adding IndiaMART leads to Zoho CRM automatically, you first need to access Pabbly Connect. Open your browser and search for ‘Pabbly.com connect’. You will see options to either sign in or sign up for free.

If you already have an account, simply sign in. New users can click on the ‘Sign Up for Free’ button to create an account. Remember, you can get 100 tasks free every month, which is beneficial for testing your automation.

2. Creating a Workflow in Pabbly Connect

Once signed in, navigate to the dashboard of Pabbly Connect. To create a new workflow, click on the ‘Create Workflow’ button located at the upper right corner. Name your workflow something like ‘Add IndiaMART Leads to Zoho CRM Automatically’.

• Click on the ‘Create’ button after naming your workflow.
• Ensure that your workflow is saved in a folder for easy access.

Your workflow is now set, and you will see options to define the trigger and action. This is where the integration process begins, utilizing the capabilities of Pabbly Connect.

3. Setting Up the Trigger with IndiaMART

In the trigger section of Pabbly Connect, search for the application ‘IndiaMART’. Select ‘New Leads’ as the trigger event. This means that every time a new lead is received through IndiaMART, it will initiate the workflow.

Next, click on ‘Connect’ to establish a connection between IndiaMART and Pabbly Connect. You will need to provide your CRM API key from your IndiaMART account. Navigate to your account settings in IndiaMART, find the CRM API section, and copy the API key.

4. Configuring the Action for Zoho CRM

After successfully setting up the trigger, you need to configure the action by searching for ‘Zoho CRM’ in Pabbly Connect. Choose ‘Create a Contact’ as the action event. This step will ensure that every new lead from IndiaMART is automatically added as a contact in Zoho CRM.

Click on ‘Connect’ to link Zoho CRM with Pabbly Connect. You will be prompted to enter your Zoho domain, which you can find in your Zoho account settings. After entering the domain, click ‘Save’.

• Map the fields from the IndiaMART lead response to the corresponding fields in Zoho CRM.
• Ensure that you map the first name, last name, email, phone number, and city accurately.

With the mapping done, you are now set to create contacts in Zoho CRM whenever a new lead comes in from IndiaMART.

5. Testing the Integration

After configuring the action in Pabbly Connect, it’s crucial to test the integration. Click on ‘Save and Send Test Request’ to capture the response from the lead details. This will confirm that the connection is working correctly.

Once you receive a positive response, check your Zoho CRM account. You should see the new contact created with the details from the IndiaMART lead. This successful test indicates that your automation is set up correctly, ensuring that every new lead from IndiaMART will automatically create a contact in Zoho CRM.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding IndiaMART leads to Zoho CRM. By following these steps, you can ensure efficient lead management and save time in your workflow.