How to Automate IndiaMART Leads to Salesforce Using Pabbly Connect

Learn how to automate the process of adding IndiaMART leads to Salesforce for your furniture and supplies business using Pabbly Connect in this detailed tutorial.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate the process of adding IndiaMART leads to Salesforce, you first need to access Pabbly Connect. Start by typing the URL Pabbly.com/connect in your browser. This platform allows you to connect different applications without any coding skills.

Once on the homepage, you have two options: ‘Sign In’ for existing users or ‘Sign Up for Free’ for new users. New users will receive 100 free tasks monthly to explore the platform. If you are an existing user, simply log in to your account to begin.

2. Creating a Workflow in Pabbly Connect

After signing in, navigate to the dashboard of Pabbly Connect. Here, you can see all your workflows. To create a new workflow, click on the ‘Create Workflow’ button. You will be prompted to name your workflow, for example, ‘Add IndiaMART Leads to Salesforce for Furniture Business’.

• Provide a name for your workflow
• Select a folder for organization
• Click on ‘Create’ to proceed

Once created, you will see a blank workflow with two main sections: Trigger and Action. The trigger will initiate the workflow, while the action will define what happens next.

3. Setting Up the Trigger for IndiaMART

To set up the trigger in Pabbly Connect, select IndiaMART as your trigger application. The trigger event is set to ‘New Leads’, which means the workflow will start whenever a new lead is received from IndiaMART.

After selecting the trigger event, you will receive a webhook URL. This URL is crucial as it will link your IndiaMART account with Pabbly Connect. Copy this URL to use it in IndiaMART.

• Go to your IndiaMART account and navigate to Lead Manager
• Select ‘Import/Export Leads’ and then ‘Push API’
• Paste the webhook URL and save the details

Once the webhook is activated, Pabbly Connect will be ready to capture new leads from IndiaMART.

4. Testing the Connection Between IndiaMART and Pabbly Connect

To ensure the connection works, create a test lead in IndiaMART. This can be done by submitting a dummy inquiry through your IndiaMART account. Once submitted, Pabbly Connect will capture this lead automatically.

After submitting the inquiry, check Pabbly Connect for the captured response. You should see details like the lead’s name, email, company, and inquiry message. This confirms that the integration is successful and functioning as intended.

Now that the connection is verified, you can move on to the next step of adding this lead to Salesforce.

5. Adding Leads to Salesforce via Pabbly Connect

In this final step, go back to your workflow in Pabbly Connect and set Salesforce as the action application. Choose the action event ‘Create Record’ to add the lead details to Salesforce.

Connect your Salesforce account by allowing access to Pabbly Connect. Once the connection is established, map the lead details from the previous response to the corresponding fields in Salesforce, such as first name, last name, email, and phone number.

Map the lead’s name, email, and other details Use the ‘Text Formatter’ feature to split the full name if necessary Save and send the test request to finalize the lead creation

After saving, check your Salesforce account to confirm that the new lead has been successfully added. This completes the automation process, allowing you to efficiently manage leads from IndiaMART directly in Salesforce.

Conclusion

This tutorial demonstrates how to use Pabbly Connect to automate the process of adding IndiaMART leads to Salesforce for your furniture and supplies business. By following these steps, you can streamline your lead management effectively.