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

Learn how to seamlessly integrate IndiaMART leads into Zoho CRM automatically using Pabbly Connect. Follow this detailed step-by-step tutorial for effective automation. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate the process of adding IndiaMART leads to Zoho CRM, you first need to access Pabbly Connect. Start by searching for ‘Pabbly Connect’ in your browser and navigate to the homepage.

Once on the homepage, 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 button to create an account and receive 100 free tasks monthly.

2. Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, you will be directed to the dashboard. Here, you need to create a new workflow that integrates IndiaMART with Zoho CRM.

• Click on the ‘Create Workflow’ button located at the top right corner.
• Name your workflow (e.g., ‘Add IndiaMART Leads to Zoho CRM Automatically’).
• Select a folder to save the workflow.

Once you have set up the workflow name and folder, click the ‘Create’ button to proceed. This will lead you to a window where you can define the trigger and action for your automation.

3. Setting Up Trigger and Action in Pabbly Connect

In this step, you will configure the trigger and action for your workflow using Pabbly Connect. The trigger application will be IndiaMART, and the action application will be Zoho CRM.

To set this up, go to the trigger window and search for IndiaMART. Select the trigger event as ‘New Leads’. Then, move to the action window and search for Zoho CRM, selecting the action event as ‘Create a Contact’.

4. Connecting IndiaMART and Zoho CRM via Pabbly Connect

Next, you need to establish a connection between IndiaMART and Pabbly Connect. Click on the ‘Connect’ button in the trigger window and paste your IndiaMART API key from your account settings into Pabbly Connect.

Once connected, refresh the field and click ‘Save and Send Test Request’ to capture the response from IndiaMART. This step is crucial as it allows Pabbly Connect to retrieve the lead details, including sender name, phone number, and email.

5. Mapping Lead Details to Zoho CRM

In this final step, you will map the lead details retrieved from IndiaMART to Zoho CRM using Pabbly Connect. First, establish a connection between Zoho CRM and Pabbly Connect by providing your domain URL and clicking ‘Save’.

• Map the first name and last name using the mapping feature in Pabbly Connect.
• Fill in other details like email and phone number as received from the lead response.
• Click ‘Save and Send Test Request’ to finalize the contact creation.

After successfully mapping all details, you will receive a positive response indicating that the contact has been added to your Zoho CRM. This completes the automation process, ensuring that every new lead from IndiaMART is automatically captured in Zoho CRM.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically add IndiaMART leads to Zoho CRM. By following the steps outlined, you can streamline your lead management process effectively.