How to Add Manufacturing Facilities IndiaMART Enquiries to Zoho CRM Using Pabbly Connect

Learn how to automate the addition of IndiaMART enquiries to Zoho CRM using Pabbly Connect. Step-by-step guide for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the process of adding manufacturing facilities inquiries from IndiaMART to Zoho CRM, you 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 a new user, click on the ‘Sign up for free’ button to create an account. This step is crucial as it allows you to explore the platform and utilize its features for free initially.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, you will be directed to the dashboard. Here, click on the ‘Create Workflow’ button to start setting up your automation. You will be prompted to name your workflow; enter a descriptive title like ‘Add Manufacturing Facilities IndiaMART Inquiries to Zoho CRM’.

• Click on the folder option to organize your workflow.
• Select the folder where you want to save this workflow.
• Click ‘Create’ to finalize your workflow setup.

Upon creation, you will see a blank workflow interface with two key sections: Trigger and Action. The Trigger is what starts the workflow, while the Action is what happens as a result. For this integration, you will set IndiaMART as the trigger application and Zoho CRM as the action application.

3. Setting Up IndiaMART Trigger in Pabbly Connect

To establish the trigger for your workflow, select IndiaMART as the trigger application. The trigger event you need is ‘New Lead’. This means that every time a new lead is generated in IndiaMART, it will trigger the workflow.

Next, you will receive a webhook URL from Pabbly Connect. Copy this URL as you will need to paste it into your IndiaMART account. This webhook acts as a bridge for transferring lead data to Pabbly Connect.

• Log into your IndiaMART account and navigate to the Lead Manager.
• Select ‘Import/Export Leads’ and then ‘Push API’.
• Paste the copied webhook URL into the Webhook Listener URL field.

Finally, save the details and generate an OTP to activate the webhook. Enter the OTP to complete the setup. Now, your IndiaMART account is successfully connected to Pabbly Connect.

4. Configuring Zoho CRM Action in Pabbly Connect

After successfully setting up the trigger, it’s time to configure the action. Select Zoho CRM as your action application and choose the action event ‘Insert or Update Record’. This action will allow you to create a new lead in Zoho CRM whenever a new inquiry is received from IndiaMART.

To connect Zoho CRM to Pabbly Connect, you need to enter your Zoho domain name. This can be found in your Zoho CRM account URL. Once you have entered the domain, click on ‘Connect with Zoho CRM’. Allow necessary permissions to complete the connection.

Select the module as ‘Lead’ to specify that you are creating a lead record. Map the fields such as first name, last name, email, and phone number from the previous response. Click ‘Save and Send Test Request’ to ensure everything is working correctly.

Once the test request is successful, you will see that the lead has been added to your Zoho CRM account. This confirms that the integration between Pabbly Connect and Zoho CRM is functioning as intended.

5. Finalizing the Integration and Testing

With both the trigger and action configured, it’s time to finalize the integration. You can now test the entire workflow by creating a new lead in your IndiaMART account. As soon as you submit a new inquiry, the lead information should automatically flow into Zoho CRM via Pabbly Connect.

Check your Zoho CRM account to verify that the new lead appears with all the correct details. This automation saves time and reduces manual data entry, ensuring that you never miss an inquiry from potential clients.

By following these steps, you can efficiently manage inquiries from IndiaMART and streamline your lead management process using Pabbly Connect. Now you can focus on converting these leads into paying clients.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the addition of IndiaMART inquiries to Zoho CRM. By setting up triggers and actions, you can efficiently manage leads and enhance your business operations.